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Updating Form Definitions
2.47. Updating Form Definitions
You can update the form definitions and related information on your iPad, pulling down updates from the EOS server, using the Update Forms option.
About Updated Information
The following information is updated when this feature is used:
- New forms. Any newly created forms are added to app. These forms are added to your All Forms list.
- Changed forms. If a form has been altered (for example, with new or updated source documents, fields, calculations, actions, etc.) it is updated in the app.
- Offline codelists and lookups. Offline codelists and lookups allow you to reuse existing data when not connected to a server (when "in the field"). They retrieve all available data from a server at once, which allows them to then use a filter that can be evaluated by an offline device (such as an iPad).
Retrieving Updates
Using this feature allows you to verify that you have access to the most up-to-date versions of forms and related information that is shared among numerous iPads and the standard EOS Client Onboarding application.
- Verify that only needed forms are set up for use with the mobile app. Doing so with reduce your overall update time.
- On the left side of the app, tap Update Forms.
The Update forms from the server? screen appears.
- Tap Yes.
The forms and related information on your iPad are updated.