Configure action items and action steps in offline mode

Configure action items to execute actions like create, edit and delete records while in offline mode. For an action item to perform multiple processes you must define separate action steps.

Before you begin

Role required: mobile_admin, admin

About this task

For an action item to work in offline mode, you must define the action item type to be multi-step and at least one action step to have an offline mode option and at least one online mode option. Offline steps only affect the local database on the user's device, so any offline step that modifies local data must have a corresponding online step to update the instance database.

Procedure

1. Navigate to All and in the filter enter sys_sg_write_back_action_item.list.
2. Either select an existing action item or select New to create a new action item.
3. In the Type field select MultiStep.
4. Complete the rest of the form as required.
5. Select Submit.
6. Navigate to All and in the filter enter sys_sg_write_back_action_step.list.
7. Either select an existing action step or select New to create a new action step.
8. In the Writeback Action Item field, select the action item you created in the earlier steps.
9. In the Applicable for field, select either Offline or Both.
10. In the Type field, select either New, Update, Delete or Local Save.
    Note:

    The Local Save option relates only to offline steps. The option is used to save input form data locally on the user's device when users perform either a Save or Submit action.
11. Optional: Select the associated attachments to current record field and choose the relevant attachment inputs.
    Attachments added in the input form are linked to the record when the write-back action step is triggered by a Save or Submit action. For more information, see Associate input form attachments to the activity stream in offline.
12. Complete the rest of the form as required.
13. Select Submit.