Considerations for mobile devices

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Considerations for mobile devices

Overview

From its very design, Automation relies on a product architecture that enables end users to work on their processes from any device (based on the "design once and run anywhere" concept, as described in Mobility).

This product architecture presents an important set of features that provide a platform for best user experience while from mobile access, including both optimization and usability aspects.

 

The set of features which allow Bizagi to provide best user experience from mobiles, especially by optimizing traffic of information, are:

HTTP compression of both static and dynamic content.

Sending compressed information significantly improves user experience, since mobile users can be allocated anywhere around the globe (i.e, meaning usually that information travels great distances on possibly slow connections).

Cache management across several Bizagi components.

This allows Bizagi to avoid having to reprocess or resend certain information which has not actually changed.

UI engine built with modern technologies, such as AJAX and jQuery.

Through AJAX and jQuery (including jQueryUI and other modern libraries), your UI design relies on asynchronous communication possibilities which will allow optimizations such as: fetching/processing certain information on the background, refreshing only portions of information (Bizagi strictly sending only that information which has changed upon user interaction), among others.

Empowering the mobile devices.

Automation will make use of the processing capabilities offered by modern mobile devices (the client applications), which will interpret data and display the user interfaces.

This implies that certain metadata is not being sent over, but smartly handled by each device instead.

And, information which is sent over, is efficiently parsed by devices, as it is provided in a light-weight standard format such as JSON.

The above enables Bizagi to be optimal for access on general scenarios where users connect from anywhere in the world, over slow connections not having necessarily a high bandwidth.

 

Considerations

By having Automation use the processing capabilities as offered by mobile devices, each type of device will handle and display the user interfaces accordingly for best usability, and through a hybrid approach (by relying on specific libraries and capabilities of the underlying operating system, for certain features).

Due to this, some specific controls and features of Bizagi are optimized and presented differently for each device and operating system, and some others may not be available, or be restricted for specific devices.

 

iPhones (iOS) or Android smartphones

The following table presents relevant differences or restrictions:

 

 

OPTION / CONTROL

DIFFERENCE / RESTRICTION

Work portal options

Administration menu options

Options found under the administration menu, such as: managing users, parameter entities, cases to abort, etc, are not available.

For more information about these options, refer to Work portal administration.

Federated Authentication

Supported. When using this type of authentication.

 

Managing Plans and Data searches

Not available.

Work Reassignment

Not available.

This option is enabled to be executed through the Desktop Work Portal exclusively.

UI controls and options

Editable tables

Inline adding is supported with an automatically generated form with all the available columns.

Parameter entities are not filtered in this generated add form. This form will have as non-editable the following controls: File upload, File upload ECM, Image, Search, Suggest, Form link and Document template. However, these controls can be edited once you create the record.

Export tables to Excel or PDF

Not available.

It can be used and left as active, however only available for use in desktops.

For more information about this option, refer to Export to Excel and PDF.

File uploads

This control lets uploading files with an image, audio or video extension only, as long as the mobile device's operating system supports it. To upload a file with a different extension (for example, a Word file or a PDF document) you must use the Visual uploader widget, available for download at Bizagi Widget Xchange.

For more information about this control, refer to File upload.

Send as attachment

Not available.

The possibility to send uploaded files as attachments in a one-click action, can be used and left as active, however it is only available for use in desktops.

For more information about this control's options, refer to File upload.

File print control

It will not execute any actions.

For more information about this control's options, refer to File print.

Radio button control

It will be always displayed vertically (horizontal configuration not allowed).

This is so in order to provide an optimal user experience, due to the smaller display sizes offered by mobile devices.

For more information about this control's options, refer to Radio.

Suggestion control

The auto-complete functionality of the Suggestion control will be triggered starting from a three-character word (unlike in desktops).

For more information about this control's options, refer to Suggestion.

Button control

Supported for offline forms when the button does not invoke actions that require interaction with the server. The following actions are available:

set background for

set forecolor for

change visibility for

change editability for

set required for

set value for

set minimum value for

set maximum value for

collapse

set as active

clean data for

click

Column button control

Not supported for offline forms.

Record View

Not supported.

Nothing will be displayed in the control section.

Grouped Table

Not supported. Nonetheless, all entries are shown.

View Row Detail

Not supported. The option will not be displayed. A workaround for mobile devices would be placing a form link control as another column to see details of the row.

Layouts

Any layout configured in Modeler will not take any effect on mobile devices (Flat Version).

Every control will be displayed vertically, each below the previous one.

Form Link - Maximized

Will not take any effect, the form will be displayed just like if this option was not enabled.

Paginated table with mandatory fields

You must swipe between pages to check if the mandatory fields are filled.

Editing a Table with buttons on top

Not available.

Enable Table Action Buttons

Not available.

Table Exclusive check

You must swipe between pages to check the one you want.

It won't work in add or edit forms (as desktop).

Suggest Max Records

Not available. 3 is the default value.

Refresh Form Button

Not available

Mandatory fields in tabs

When an warning is displayed about a mandatory field not filled and given field is in another tab, the focus is not placed on such field.

Work on it button

Not available

Actions and Validations

Set as Active

Not available

Collapse

Not available

 

iPads (iOS) or Android tablets

The following table presents relevant differences or restrictions:

 

 

OPTION / CONTROL

DIFFERENCE / RESTRICTION

Work portal options

Administration menu options

Options found under the administration menu, such as: managing users, parameter entities, cases to abort, etc, are not available.

For more information about these options, refer to Work portal administration.

Federated Authentication

Supported.

Work Reassignment

Not available.

This option is enabled to be executed through the Desktop Work Portal exclusively.

UI controls and options

Editable tables

Inline adding

Inline adding is supported with an automatically generated form with all the available columns.

Parameter entities are not filtered in this generated add form. This form will have as non-editable the following controls: File upload, File upload ECM, Image, Search, Suggest, Form link and Document template. However, these controls can be edited once you create the record.

Inline edit
Inline edit is supported directly in the table by enabling its columns.

When a table has more than four columns, a horizontal scroll may appears so you can view all the columns.

Export tables to Excel or PDF

Not available.

It can be used and left as active, however only available for use in desktops.

For more information about this option, refer to Export to Excel and PDF.

File uploads

This control lets uploading files with an image, audio or video extension only, as long as the mobile device's operating system supports it. To upload a file with a different extension (for example, a Word file or a PDF document) you must use the Visual uploader widget, available for download at Bizagi Widget Xchange.

For more information about this control, refer to File upload.

Send as attachment

Not available.

The possibility to send uploaded files as attachments in a one-click action, can be used and left as active, however it is only available for use in desktops.

For more information about this control's options, refer to File upload.

File print control

It will not execute any actions.

For more information about this control's options, refer to File print.

Radio button control

It will be always displayed vertically (horizontal configuration not allowed).

This is so in order to provide an optimal user experience, due to the smaller display sizes offered by mobile devices.

For more information about this control's options, refer to Radio.

Suggestion control

The auto-complete functionality of the Suggestion control will be triggered starting from a three-character word (unlike in desktops).

For more information about this control's options, refer to Suggestion.

Button control

Supported for offline forms when the button does not invoke actions that require interaction with the server. The following actions are available:

set background for

set forecolor for

change visibility for

change editability for

set required for

set value for

set minimum value for

set maximum value for

collapse

set as active

clean data for

click

Column button control

Not supported for offline forms.

Grouped Table

Not available.

Grouped tables will be displayed as one big grid in tablet devices.

Record View

Not available.

Nothing will be displayed in the control section.

View row detail

Not available. The option will not be displayed.

A workaround for mobile devices would be placing a form link control as another column to see details of the row.

Layouts

Layouts configured in the Modeler will not take any effect on mobile devices (Flat Version).

Every control will be displayed down below the previous one

Form Link - Maximized

Will not take any effect, the form will be displayed just like this option was not enabled.

Editing a Table with buttons on top

Not available

Enable Table Action Buttons

Not available

Suggest Max Records

Not available. The default value is 3.

Refresh Form Button

Not available

Actions and Validations

Set as Active

Not available

Collapse

Not available

 

 

note_pin

If you want to open a Case Link using an iPad with an operating system greater than or equal to iPadOS9, you must modify the Safari browser's settings so the operating system lets you choose to open the case link from the mobile app or a web browser. Otherwise, it will open always with the web browser.


Last Updated 10/3/2023 4:00:15 PM