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Configuring offline capability for a mobile application in Pega 7.1.7

Suggest edit Updated on September 3, 2019

With Pega 7, mobile applications (apps) can use offline capability when running on a device with Pega Mobile Client. This means that end users can create new cases or complete assignments in their worklist in a mobile app even when the app is not connected to the internet. This article details how to configure a mobile application to work in offline mode.

Offline capability requires a Pega Mobile Client built from the application rule form. The standard Pega 7 app from the app store will not work in offline mode.

Prerequisites

Before configuring offline capability, a standard application must be created using the Application wizard with the following characteristics:

  • Built on the PegaRULES application
  • Business objectives are defined
  • At least one case type has been created
  • The Implementation Only check box is selected for the application structure
HFix-20315 is required when using mobile offline functionality. To obtain the hotfix, go to My Support Portal and click Support Requests > Create Support Request, where you can request HFix-20315.

Offline capability configuration

Follow the steps below to configure offline capability for a mobile application.

  1. Edit the main access group used by the application. In the Portals section, select a default portal that is based on the Case Worker portal.
    Typically, pyCaseWorker is selected in this field, unless you have created your own case portal with a different name based on it.
  2. From the Case Explorer, right-click a defined case type to open it.
  3. On the Details tab, next to Offline, click Edit. In the window that displays, select the Enable offline mode check box and click Submit.
  4. In the Locking section, click Optimistic Locking.
  5. Save the changes and log out.
At this point, it suggested to log in to the application as an end user. Proceed to create and run through several case iterations to ensure that everything is working properly.

Building an application with offline capability

Once offline capability is configured for an application, you can build a hybrid mobile application for mobile devices running the iOS and Android operating systems that uses this functionality. See How to build and brand a hybrid mobile application for the necessary steps.

Once you have built the app, see How to distribute a hybrid mobile application to learn how to distribute the generated app.

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