Synchronization
This section describes briefly the different types of sync. All of these are supported by iPad App, and a sub-set of these is supported by the other mobile apps. To know which type of sync is supported by which mobile app, see section Synchronization section under Feature Comparison Matrix.
Based when the sync happens, there are two types:
• Initial Sync happens when the user logs into the mobile app for the first time after installation
• Incremental Sync is triggered either manually, or automatically when a record is saved or at scheduled intervals
Based on what gets synchronized, there are two types:
• Configuration Sync synchronizes all the applicable Salesforce and ServiceMax configuration data
• Data Sync synchronizes events with related data, and data as per Download Criteria and Advanced Download Criteria configuration
Both data sync and configuration sync use a single web service call to fetch the required data. In case of high volume data, the same web service is called multiple times to fetch the entire data in batches.
The following sections describe in detail the different types of sync.
Initial Sync & Reset App
Initial Sync and Reset App synchronize the same data in the same way. Reset App clears the existing database and initiates Initial Sync. This operation is not reversible. If data purging is not in place, the size of the client database can increase over time, resulting in performance degradation. Reset App is handy in clearing the database in such scenarios. Initial Sync executes configuration sync followed by data sync.
Incremental Sync
Incremental Data Sync is triggered automatically under the following conditions for even ts and transaction data:
• On saving data – this is called Aggressive Sync
• At scheduled intervals – this is as per mobile configuration
Incremental sync can be started manually for either Event or Data, from the Sync Screen. Incremental Configuration Sync can be started manually from the Sync Screen, or when the user is prompted to start it at scheduled intervals.
Configuration Sync
Configuration Sync synchronizes all the applicable Salesforce and ServiceMax configuration data.
Salesforce configuration data includes object definitions along with field attributes, picklist dependencies, custom labels, and images.
ServiceMax configuration data includes SFM’s, SFM Wizards, SFM Searches, JavaScript Code Snippets, Mobile Configuration Settings, and ServiceMax Configuration Settings.
When incremental configuration sync is executed manually or on schedule, it blocks the application from being used for the duration of the sync.
Data Sync
Data Sync synchronizes all the records matching the configured Download Criteria and Advanced Download Criteria,including Attachments. It also synchronizes events, related records, and child records.
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In iPad Classic, iPhone, and Android phone the attached files are not automatically downloaded. Click the cloud icon to download specific attachments. In FSA and MFL Classic, attached files are downloaded as part of data sync. User does not have to download attachments individually.
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