SharinPix Form Offline Usage

Overview

SharinPix Form Offline Usage allows field users to complete forms without an internet connection. To make this possible, each form template must be opened once while online so it is saved (primed) to the device. After this one-time step, the form can be opened, filled out, and submitted completely offline. When the device reconnects to the internet, the completed form is automatically synced back to Salesforce and attached to the correct Salesforce Object.

Assumption: This guide assumes that the integration of SharinPix Form with the Salesforce Field Service (SFS/FSL) mobile app is already set up in your org (App Extension, token field, etc.). If you still need to do that setup, follow this guide first: Integration of SharinPix Form with SFS (FSL) App using App Extension

Prerequisites

Before using SharinPix Form Offline Usage, ensure the following:

• The SFS (FSL) integration with SharinPix Form is already in place (see link in Overview).

• The Salesforce Field Service Mobile App is installed on the device.

• The SharinPix Mobile App is installed.

• At least one form template has been saved on your Salesforce Org.

• The device has an internet connection for the very first opening of each form (to save it to the device).

Getting Started

Priming a Form for Offline Use (one-time per device & per Form template)

1. Connect the device to the internet.

2. Open the relevant Work Order (or any other record) in the Field Service Mobile App.

3. Tap the action that opens the SharinPix Form (from the App Extension).

4. When the form loads, you can close it. The form is now saved (primed) on the device.

5. From now on, this form can be used offline on this device.

When to re‑prime?

If the form template is updated later on, open it once online again to refresh the saved version on the device.

Error Message

The screenshot below illustrates the error message that appears when attempting to open a SharinPix Form in the mobile app without having completed the priming step beforehand.