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Enabling Sync Functionality for Events

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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

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  1. Article type
    How-to
  2. Tags
    1. CMO 15.02
    2. event
    3. Role Permissions
    4. Sync