The offline feature allows you to continue using forms and action buttons such as Check-ins/Check-outs without network coverage.
These offline forms and buttons can be customized as needed. You can create new custom forms and buttons or make the existing forms available offline.
Setup process
Offline buttons:
Go to Setup and check the "Make available offline" checkbox for the button
Create a new action or add an existing one.
Note: Offline buttons can only call a Form action, which should also be marked as “Make available offline".
Offline forms
Go to Setup and check the "Make available offline" checkbox for the form
Note:
code statements cannot be present in field properties like default values or picklist items when the "Make available offline" is checked,
the form fields cannot contain any event handlers.
If there are any errors, a warning message will appear.
Instead, you can add action buttons with any assigned form.
Behavior of Buttons and Forms in Offline
Submission of Offline Forms
When a user presses an action button on a form available offline, while there’s no active connection, the action will be cached and sent to the 'Task queue'. It will be automatically submitted once you’re back online.
Online buttons and forms in offline
Buttons (not marked as “Make available offline”) will be disabled when offline with a corresponding hint.
See also
Offline (general overview)