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Mitratech Success Center

Enabling Sync Functionality for Events

This article outlines how to enable sync functionality for events through form configuration and role permissions.

Enable Mobile Functionality on Form

Previously Created Published Forms

  • Begin by going to the Form tab under the Admin module
  • Search for the form needed to be on Mobile
  • Click on the Cog Wheel
  • Click on Edit
  • Enable "Available on Mobile"
  • Click Save

2018-01-09_ClientSuccessPortal_SynctoMobile_1.png

Newly Created Form

  • Begin by going to the Form tab under the Admin module
  • Click on New and fill in title
  • Click "More Options"
  • Enable "Available on Mobile"
  • Click Save

2018-01-09_ClientSuccessPortal_SynctoMobile_2.png

Configure Role Settings

  • Continue with going to the Role tab under the Admin module
  • Click on the name of the Role that would need to access the event on Mobile
  • Go to Event Permissions
  • Enable "Allow Change Sync Status"
  • Save by clicking the "Back" arrow next to "Details"

2018-01-09_ClientSuccessPortal_SynctoMobile_3.png

Video Demo

Video demo coming soon