PWA
Platform ID: FU-10134
Document Version: 1.0
Date: 30-10-2025
Introduction
The Progressive Web App (PWA) is a mobile form factor of the Unifize platform, designed to make key workflows accessible on mobile while retaining the performance and structure of the web application. Built on the same foundation as the Unifize Web App, the PWA enables users to carry out operational work such as viewing records, completing checklists, participating in conversations, and managing approvals directly from their mobile devices.
PWA uses the same front-end and back-end services as the Web App to ensure consistent data, permissions, and behavior across devices. It can be launched directly from a mobile browser and added to the home screen for a near-native experience.
Technical Overview
Component
Specification
Deployment Stack
Microsoft Azure
OS Environment
Ubuntu 22.04 LTS
Database
PostgreSQL v16
Frontend
React 18.3.1
Unlike the Web App, the PWA is not designed for configuration or administration. It focuses purely on execution and collaboration, allowing both admins and org members to act on preconfigured workflows, processes, and records based on their role permissions.
All configuration activities, including process setup, report creation, role management, and dashboard design, remain centralized in the Web App to ensure control, compliance, and performance. Once configured there, both admins and users can access and act on the same operational data via the PWA.
To sum it up
What it is: A Progressive Web App that extends the Unifize experience to mobile.
What it is not: It is not a separate feature or admin console. The PWA does not include configuration or management functions. It is intentionally built as a lightweight execution layer for users to interact with already configured workflows from the Web App.
Audience: Both admins and org members who want to manage daily work, conversations, and record actions from mobile devices.
2. Guide to Download and Access PWA
Follow the steps below to download and access the Unifize Progressive Web App (PWA) based on your device type.
2.1 For Android Users
Open https://pwa.unifize.com on Google Chrome browser.
Tap the three dots in the top-right corner of the Chrome browser.
Select “Add to Home screen.”
A pop-up will appear with an "Install" option. Click on the same to trigger the PWA download process on your device.
To confirm installation, click on the "Install" option.
The installation process will begin.
Once installed, the app will now appear on your home screen. You can launch Unifize directly by clicking on the app.
2.2 For iOS Users
Open https://pwa.unifize.com on the Safari browser.
Click on the three dots at the bottom right corner of the browser. Then, click on the "Share" button.
From the menu, select “Add to Home Screen.”
To confirm the installation, click on the "Add" button
Once installed, the app will now appear on your home screen. You can launch Unifize directly by clicking on the app.
3. PWA Capabilities
The Progressive Web App (PWA) mirrors the core structure and navigation of the Unifize Web App but presents it in a mobile-optimized layout.
3.1 Navigation Panel
In the Web App, the primary navigation is displayed vertically on the left sidebar. In the PWA, this is adapted into a bottom navigation bar for mobile accessibility.
Bottom navigation icons include:
Home - Takes the user to the Home Screen with configured reports, charts, and an option to create new records.
My Inbox - Opens the Inbox where users can access configured processes and records.
“+” (Create) - Opens a quick-action menu to create a Record, Feed, Conversation, or Approval.
Direct Messages - Allows access to 1:1 messages with other members of the org.
Profile - User-level settings and organization configuration
3.2 Profile
The Profile section is the first entry point in the Web App and contains all user account–related and organization–level settings. In the PWA, this section is simplified to include only essential options required for app management and session control.
Visible in PWA
Refresh: Reloads the PWA instance to fetch the latest data.
About Unifize: Displays information about the platform version.
Update App: Triggers a manual refresh to get the latest PWA release.
Logout: Signs the user out of the current organization.
Change Org: Switches between different organizations.
Not visible in PWA (Web-only)
Update Name
Change Profile Picture
Change Password
Preferences
Org Settings, including:
Home Screen configuration and organization details
Role Management
Apps configuration
SSO and authentication settings
Translation management
Note: Admins must continue using the Web App for organization configuration, user roles, SSO setup, and other administrative functions.
3.3 Home Screen
The Home Screen serves as the central landing page in both the Web App and PWA.
Available in PWA
Configured Reports: Reports and charts that are configured in the Web App are visible on the home screen and can be opened directly.
Start New Record: The Start New Record button allows users to create new records within existing processes.
Not available in PWA
On the web app, clicking on reports redirects you to the Manage View section of that record. Since the Manage View is not available on PWA, clicking on reports will just redirect users to the record.
3.4 My Inbox
The My Inbox section is the core workspace for users and includes both records and chatrooms. Each record opens a dedicated chatroom view.
Available in PWA
View all assigned and owned records.
Apply filters on records identical to those on the Web App (e.g., Status, Owner, Due Date).
Open records and interact with their chatrooms.
Create new records via the home screen or “+” icon.
Access the Conversation and Checklist tabs within each record.
Perform in-record actions:
Post messages and attach files
Add participants
Update status, owner, or due date
Complete checklist items
Create and respond to approvals
Record Header Fields visible in PWA
Status
Record Owner
Participants
Due Date
Unavailable in PWA
The More menu inside records (including Process Builder and advanced configuration).
Creating or editing checklist templates or workflow settings.
In summary, users can perform record-level operations but not process-level configurations in PWA.
3.5 Direct Messages
The Direct Messages section allows private or group conversations outside specific records or processes.
Available in PWA
Send and receive messages in real time.
Apply filters and sorting similar to the web app.
Share files, images, or documents.
Unavailable in PWA
Managing or configuring chatroom rules or notifications (Web-only).
3.6 Dashboard
The Dashboard in the Web App provides access to the configuration of charts, KPIs, and analytics related to user activities and process performance.
At present, the Dashboard section is not available in PWA.
3.7 Contacts
The Contacts section on the Web App lists all organization members, their groups, and permissions.
This section is not part of the PWA.
Unavailable in PWA
Viewing contact lists or groups.
Creating new contact groups.
Adding or removing organization members.
All contact-related administration continues through the Web App.
3.8 Manage View
The Manage View is the central configuration area in the Web App where admins can create, modify, and manage Processes, Reports, and Forms.
This section is not available in PWA.
Unavailable in PWA
Creating or editing Processes.
Creating or modifying Forms.
Designing or managing Reports.
Accessing Process Builder, Advanced Settings, or any other configuration layer.
However, the effects of Manage View configurations are visible in PWA. For example:
Users can create new records for preconfigured processes.
Reports configured in the Web App are displayed and accessible on the Home Screen.
Note: All configuration activities remain restricted to the Web App, while PWA supports the operational execution of those configurations.
4. What Admins and Users Can Do in PWA
4.1 Context
The Unifize Progressive Web App (PWA) is designed as an execution environment for mobile to allow users to act on records, conversations, checklists, and approvals from anywhere.
It is not intended for configuration or administration. Any configuration for all the features on the Unifize platform can be done via the web app by the admin.
All setup, design, and governance activities, such as creating processes, configuring reports, managing roles, or editing organization settings, are performed through the Web App.
Once configurations are complete in the Web App, both admins and users can use the PWA to perform operational actions within those existing structures.
4.2 Functional Intent
In PWA, there is no separate admin view or functionality. Both admins and org members access the same interface and capabilities, and their actions are governed entirely by permissions defined in the Web App.
4.3 What Admins and Users Can Do
Access via pwa.unifize.com
Access the Unifize mobile app through a browser and install the app from the guide.
Refresh / Update App
Refresh data or update to the latest version after releases.
Change Org / Logout
Switch between organizations and manage session.
View Configured Reports (Home Screen)
View and open reports that were preconfigured in Web App.
Create New Records
Create new records inside existing processes using the "Create New Record" button.
View & Filter My Inbox
View assigned or followed records, apply filters.
Record Chatroom Actions
Post messages, upload files, complete checklist items, update record details (Status, Owner, Due Date).
Approvals
Create, review, or act on approvals within records.
Direct Messages
Communicate in 1:1 with team members, share files, and apply filters.
Chatroom Notifications
View new updates or alerts related to records.
4.4 What Is Not Available in PWA (by design)
To keep the mobile experience lightweight and focused on day-to-day work, the PWA does not include any configuration or admin-specific setup functions.
All configuration continues to be performed in the Web App.
Not available in PWA:
Org Settings (Home Screen setup, Role Management, Apps, SSO, Translation)
Manage View (creating or editing Processes, Reports, and Forms)
Dashboard and Analytics (chart design, KPI creation)
Contacts (user and group management)
Profile Configuration (name, password, preferences)
Note: These exclusions are intentional. The PWA is meant for operational continuity and user interaction, not for configuration or system management.
5. 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, pwa.unifize.com 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.
Last updated