PWA
Introduction
The Unifize Progressive Web App (PWA) is a new mobile form factor of the Unifize platform, designed to extend operational functionality of the Web App to mobile devices. Built using React 18.3.1, deployed on Microsoft Azure, and powered by a PostgreSQL v16 database, the PWA uses the same backend and data layer as the Web App to ensure consistency in data, permissions, and performance across devices.
The PWA enables users to view records, complete checklists, manage approvals, and participate in conversations directly from their mobile devices without requiring a separate native app. It can be installed via a mobile browser and added to the home screen for a near-native experience.
Unlike the Web App, the PWA is intentionally designed for execution rather than configuration. All configuration activities, such as process setup, report creation, and role management, continue to be performed through the Web App.
What’s included in this release
The first release of the Unifize PWA includes the following key capabilities and design principles:
1. Unified mobile experience
Provides mobile access to core operational workflows, including My Inbox, Chatroom, Checklists, and Direct Messages.
Uses a bottom navigation bar with access to:
Home: View configured reports and start new records.
My Inbox: View and filter assigned records, access chatrooms, complete checklists, post messages, and create approvals.
“+” Create: Create new records, feeds, conversations, or approvals.
Direct Messages: One-to-one communication with team members.
Profile: Manage session-level settings such as Refresh, Update App, Logout, and Change Org.
2. SSO authentication flow
Supports SSO-based authentication identical to the Web App.
Users can log in through their enterprise Identity Provider (IdP).
Handles two sign-in scenarios:
Android: Automatic sign-in if already authenticated on Chrome.
iOS: Redirects to the IdP login page for authentication through Safari.
3. Functional parity with core web features
Users can perform record-level actions such as:
Posting messages and uploading files
Updating record fields (Status, Owner, Due Date)
Completing checklist items
Creating and responding to approvals
Configured reports, processes, and records from the Web App are directly accessible.
4. Lightweight execution layer
The PWA does not include configuration or admin-specific modules.
There is no separate admin interface; permissions defined in the Web App determine available actions.
Admins and users share the same UI and experience for operational work.
5. Platform consistency
Uses the same APIs and backend as the Web App for seamless synchronization.
Changes made on the Web App are reflected in the PWA.
PWA limitations
The PWA is designed only for execution, not configuration. Admins cannot create or modify processes, reports, or forms from the app.
Org Settings, Manage View, and Dashboard are not available in PWA; all configuration, analytics, and management must be done through the Web App.
The Contacts section and related actions like creating or editing groups, adding members, or managing permissions are not supported.
The “More” menu (available on the Web App chatroom header) is not visible in PWA, which means advanced process settings and builder options cannot be accessed.
It can be installed only via mobile browser and is currently not listed on the Play Store or App Store.
When opened on desktop browsers, the PWA link redirects automatically to the standard Web App.
The interface supports single-tab usage only. Multitasking, such as opening multiple records in parallel, is not available.
Best practices
Use the Web App for Configuration: All setup and process design should continue to be done via the Web App. Use PWA for easy accessibility of performing record actions, approvals, and conversations.
Refresh Regularly: Use the Refresh or Update App options on PWA to ensure the latest data and release updates are reflected.
Follow Organizational Permissions: Actions available in PWA are governed by your role permissions defined in the Web App.
Stay Logged In via SSO: For smoother sign-in on Android, ensure your enterprise SSO account is active in Chrome.
Check out the detailed PWA guide here.
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