If you’re a TrackVia user who needs access to data while on-the-go, utilizing the offline feature can be a game-changer. However, to ensure a smooth experience, it’s important to be mindful of the resources you choose to make available offline. 

To avoid issues with syncing, we have some key recommendations to ensure that your mobile device only houses what’s needed to maintain performance, freeing up storage space and preventing unnecessary delays.

At TrackVia, we strive to provide the best experience for our valued users. We hope these five tips help you make the most out of your offline capabilities and enhance your overall TrackVia experience. 

5 Things to consider when optimizing resources for offline use:

1. Only Assign What is Needed

It is important to assign only the necessary resources. Avoid assigning all resources for a specific role for offline use, as this will increase the time it takes for resources to download, and may cause sync issues.

By assigning only the resources that users need to access while offline, you can improve download times and avoid any potential issues with syncing. This means that users will only need to download the minimum amount of data required, which can improve overall performance and reduce the likelihood of errors.

2. Create Separate Views and Forms

Rather than using the same forms and views you use for online in your offline use, we recommend creating separate versions to eliminate unnecessary large field-sets that could affect performance. By streamlining your offline forms and views to only include fields necessary for data capture, you can improve the speed at which forms load for offline use, ensuring a more seamless experience.

3. Avoid Assigning Default Views

Default views are designed to include all fields and records on a table, they often include large numbers of records that can cause performance issues when using resources offline. Assigning default views for offline use will increase download times and make synchronization more difficult.

Creating custom views help reduce the offline sync footprint. We recommend creating custom views that limit the number of fields included and using filters to restrict the number of records shown in each view. This helps to optimize your offline resources and speed up download times.

4. Check Your Forms

Check all forms assigned for offline use to ensure that any relationship fields, multi-select widgets, or child view sections on the form do not have default views selected for use. 

If there is a preferred parent view on a relationship field, or the views that have been chosen for use in a multi-select widget are default views, then all the records in those default views will need to be downloaded, causing sync issues.

It is always recommended to use custom views to reduce the number of records downloaded for offline access.

The image below shows a relationship field on a form that has a default view selected as the preferred parent view.

The image below shows a multi-select widget on a form that has default views selected as the view to store selections, and the view to make selections.

5. Assign to the Users’ Role 

Make sure that any preferred parent views, or views associated with multi-select widgets, are assigned to the users’ role for those who will be working offline. 

If, for example, there is a preferred parent view of a relationship field on a form that is assigned for offline use, but the view isn’t assigned to the user’s role, they will encounter a sync error when they try to download the resources because they do not have access to the necessary view.

To learn more about how you can use TrackVia out in the field in your business, schedule a demo with us today!

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