Setting Up Mobile Profiles

  1. On the Mobile Profiles form, select Actions > New.
  2. Specify this information:
    Profile Name
    Specify a name to use for the profile.
    Description
    Optionally, specify a description to use for this profile.
    Group Name
    Select the group to associate with the profile. The forms that are included in this group are the forms that are authorized to be available offline.
    Note: Only forms that are Licensed under the ISMMobileService module are eligible for download. See the pre-defined Mobile Disconnected group for a list of the forms.
    Default Conflict Resolution
    Select the method to use by default if a conflict is encountered during an update with the back office:
    • Use Host Value: The mobile value is ignored and the host value is used.
    • Use Local Value: The mobile value overwrites the host value on upload.
    Default Form Name
    Optionally, select a form to open by default when this user profile logs into a mobile device.
    Allow Filter Override
    Select this check box if you want to give users associated with this profile the ability to change the synchronization filters on their mobile device. This allows the user to dynamically select which data is downloaded to their mobile device each time a synchronization is performed, based on the items, customers, and so on that they have manually entered.
    Form Generation Required
    This check box is selected if any forms have been removed or added to the form group selected for the profile.
  3. Save the record.
  4. If Form Generation Required is selected, click Generate Form and Table List.

    This initiates a process that creates a list of all of the schema tables that are used by the form within the group associated with this profile. This schema list can be viewed on the Advanced tab and used to filter the data that is synchronized.

    Note: This process also needs to be run if a form in the group is customized and is also recommended after applying a patch.
  5. On the Filters tab, you can set additional filters to limit the data that goes to the mobile device. For each field, specify the value that you want to use to filter the data. These filter values are applied to pre-defined columns in the database. The values can be a hard-coded, comma-separated list or these system properties:
    • P(SysPartner): The partner ID of the user logged in to the mobile device.
    • P(SysPartnerWhse): The warehouse of the partner that is logged in to the mobile device.

    If the filter list is left blank, then no filters are applied.

  6. The Date Filter Backward/Forward Offset fields are used by date fields to specify the number of days backward and forward that you want the system to look when synchronizing data.
  7. On the Users tab, select the users who are permitted to view this profile.
  8. The Advanced tab lists the tables that the system determines are needed based on the forms included in the form group selected for this profile. Each record represents a schema table. Each record has a column for each of the filters from the Filters table, where the user can identify which field in the table should be filtered.

    For example, if the value "WEST" is entered into the Region Filter List and the Region Filter Column is set to "region" for the "fs_sro" table, only fs_sro records where the region is equal to "WEST" are downloaded. An advanced user can use the Additional Filters column to set a custom filter based on a manually entered SQL Where statement.

  9. Save the record.
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