Settings

The Settings page allows you to set the offline caching options for forms and attachments, view, email and delete system logs, configure advanced system logs, and allow or deny the sending of anonymous usage data.

Tapping the Settings icon on the app menu, opens the Settings page.

The following configuration options are available:

The Offline section allows you to configure offline settings for attachments and forms.

Offline Forms

Offline Forms allow you to configure caching and viewing of forms for offline viewing.

To configure Offline Forms follow these steps:

  1. Open the Settings page and select the Offline option.
  2. Select the Download Forms option.
  3. The following options are available:

    OptionDescription
    AlwaysThis setting enables the automatic download of forms with Offline Availability set in the form properties at design time. The forms are downloaded using cellular data or over Wi-Fi. If both are available, Wi-Fi is used.
    WiFi onlyThis is the default setting and enables the automatic download of forms with Offline Availability set in the form properties at design time, only when connected to a WiFi network. When not connected to a WiFi network, forms can only be cached manually using cellular data.
    ManualNo automatic downloading of forms happens, and you must open the form to begin downloading.
    Note: In multi-auth environments, when opening a form and the authentication screen is closed prior to selecting an authentication mechanism, the form is not cached. The user will have to reopen the form, select an authentication mechanism, so caching can begin.

Below is a runtime example of offline forms.

  1. Configure your offline forms settings as discussed above.
  2. View a task with an associated form in the Task List, notice that the form begins to download (Blue Form icon) .
  3. Next, go offline.
  4. Open the menu and tap Forms.
  5. Find the form that was recently downloaded.
  6. Open the form.
  7. The form is available offline.

Offline Attachments

Offline Attachments allow you to configure the caching and viewing of form attachments for offline viewing.

If there is insufficient space on the device while caching an offline attachment, no warning message is displayed. Ensure there is enough space on your device prior to caching offline attachments.

To configure Offline Attachments follow the steps below:

  1. Open the Settings page and select the Offline option.
  2. Select the Download Form Attachments option.
  3. Two options are available:
    • When the attachment is opened: When a form opens and the attachment is selected while in online mode, the attachment is saved to the device and is available in offline mode. If the attachment is not opened during form caching, the attachment is not available in offline mode.

    • When the form is downloaded: When a form is opened, the form and its attachments are automatically cached to the device and is available in offline mode.

    If you log out of the app, all saved attachments are removed from your device.

Below is a runtime example of offline attachments. For the purpose of this example the When the attachment is opened option is used.

  1. Configure your offline attachments settings as discussed above.
  2. Open a task from the Task List which contains a form with an attachment. Tap the Form icon.
  3. The form contains an attachment.
  4. Open the attachment.
  5. The attachment is saved to the device.
  6. Next, go offline.
  7. Open the form again, and tap the Attachment.
  8. The attachment opens.

Clear Offline Data

The Clear Offline Data option allows you clear any cached attachments and forms from the device. Tapping the Clear Offline Data button requires you to restart the app.

The Send Anonymous Usage Data setting, sends anonymous data to K2.

The System Logs option allows you manage and send system logs to Support when troubleshooting app issues.

Two options are available:

  • Send Logs
  • Delete Logs
Only logs captured over a seven day period will be available in the System Logs section.

Sending System Logs

  1. Tap the Send Logs button.
  2. Your default mobile email client opens.
  3. Address the email and tap Send

Deleting System Logs

  1. Tap the Delete button.
  2. Tap Yes on the Delete page.

The Advanced System Logs option allows you to send advanced logs to K2 Support. This option can be toggled On or Off.