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Copy file name to clipboardExpand all lines: powerapps-docs/mobile/best-practices-offline.md
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This article provides recommendations for how to create the best experience for users of apps configured for offline use.
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- If you configure a canvas app for offline use, you need to optimize how the app fetches data from the data source. Learn more: [How to create the best offline user experience in canvas apps](best-practices-offline.md#how-to-create-the-best-offline-user-experience-in-canvas-apps)
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- To function offline, an app must initially download all necessary assets, including resources and data, to operate independently of a network connection. This process is a one-time, setup task that occurs during the app’s first use. The speed of this initial download is influenced by the volume of data downloaded to the device, which is determined by the offline profile settings and the quantity of data available to the user within the app’s environment. For a seamless, initial experience, it’s advisable to plan the your [offline app rollout](best-practices-offline.md#plan-your-offline-app-rollout).
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- To function offline, an app must initially download all necessary assets, including resources and data, to operate independently of a network connection. This process is a one-time setup task that occurs during the app’s first use. The speed of this initial download is influenced by the volume of data downloaded to the device, which is determined by the offline profile settings and the quantity of data available to the user within the app’s environment. For a seamless, initial experience, it’s advisable to plan your [offline app rollout](best-practices-offline.md#plan-your-offline-app-rollout).
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## How to create the best offline user experience in canvas apps
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## Plan your offline app rollout
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> [!IMPORTANT]
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>If you're using an **auto-generated offline profile** (available for canvas apps only), and if the first synchronization is taking too much time, you should create a manual, offline profile by using the following best practices.
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>If you're using an **auto-generated offline profile** (available for canvas apps only), and if the first synchronization is taking too much time, you should create a manual, offline profile by using the following best practices.
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Develop and roll-out your offline app in three phases.
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Develop and rollout your offline app in three phases.
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:::image type="content" source="media/mobile-offline-guidelines/phases.png" alt-text="Illustration that shows Phase 1 for a maker, Phase 2 for testers, and Phase 3 for users.":::
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### Phase 1: Develop and iterate
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After you've [set up mobile offline for canvas apps](canvas-mobile-offline-setup.md#create-a-custom-mobile-offline-profile-with-admin-rights) or [set up mobile offline for model-driven apps](setup-mobile-offline.md#set-up-a-mobile-offline-profile), it's time to start testing and tweaking. Use [Power Apps mobile](run-powerapps-on-mobile.md) or [Field Service Mobile](/dynamics365/field-service/field-service-mobile-app-user-guide) to determine how the app behaves when it's offline. For Windows, you'll find the [Power Apps for Windows](windows-app-install.md) app in the Microsoft Store that allows iterating without the need for a mobile device.
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In this phase, you'll add tables and apply filters to existing tables to make sure that the right data is downloaded to the app, following the guidelines to [Optimize the offline profile](mobile-offline-guidelines.md)
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In this phase, you'll add tables and apply filters to existing tables to make sure that the right data is downloaded to the app, following the guidelines to [Optimize the offline profile](mobile-offline-guidelines.md).
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#### Outcome
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You confirm that all the tables and forms work offline after the data is downloaded and that download sizes are reasonable.
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> [!IMPORTANT]
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> The metadata for the model-driven app is retrieved when the app starts. This means that if you change a component in your app, such as a form component or view, then you need to restart the app for the profile to reflect the changes.
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> The metadata for the model-driven app is retrieved when the app starts. This means that if you change a component in your app, such as a form component or view, then you need to restart the app for the profile to reflect the changes.
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### Phase 2: Test with users
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Ask a few users to test the app with real data. Make sure the offline profile scales for different types of users and works on devices with varying storage capacities. Check the **Device status** page (available out-of-the-box in model-driven apps) for each user. For more information, see [Using the Offline template and offline status icon](canvas-mobile-offline-setup.md#using-the-offline-template-and-offline-status-icon). Adjust the filters in the offline profile to increase or decrease the amount of data that's downloaded.
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Ask a few users to test the app with real data. Make sure the offline profile scales for different types of users and works on devices with varying storage capacities. Check the **Device status** page (available out of thebox in model-driven apps) for each user. For more information, see [Using the Offline template and offline status icon](canvas-mobile-offline-setup.md#using-the-offline-template-and-offline-status-icon). Adjust the filters in the offline profile to increase or decrease the amount of data that's downloaded.
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:::image type="content" source="media/mobile-offline-guidelines/offline-status.png" alt-text="Screenshot of a mobile app's Offline Status page after a successful download.":::
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### Add related tables if your app needs them
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-**Business process flows:** If a form contains a business process flow, be sure to add the business process flow table. For more information, see [Supported capabilities](/dynamics365/mobile-app/mobile-offline-capabilities#supported-capabilities).
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-**Business process flows**: If a form contains a business process flow, be sure to add the business process flow table. For more information, see [Supported capabilities](/dynamics365/mobile-app/mobile-offline-capabilities#supported-capabilities).
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-**Files and images:** If your offline profile contains files and images, add tables for them. For more information, see [Configure files and images in offline model-driven apps](offline-file-images.md) or [Configure files and images in offline canvas apps](files-images-offline-canvas-apps.md). Use custom filters to limit download of critical files.
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-**Files and images**: If your offline profile contains files and images, add tables for them. For more information, see [Configure files and images in offline model-driven apps](offline-file-images.md) or [Configure files and images in offline canvas apps](files-images-offline-canvas-apps.md). Use custom filters to limit the download of critical files.
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-**Timeline:** To make notes on the timeline control (for model-driven apps only) available offline, add the **Notes** table and the **Users** table to the offline profile. Notes can be large if users upload images and videos, so apply custom filters to the **Notes** table to limit download times.
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-**Timeline**: To make notes on the timeline control (for model-driven apps only) available offline, add the **Notes** table and the **Users** table to the offline profile. Notes can be large if users upload images and videos, so apply custom filters to the **Notes** table to limit download times.
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> [!IMPORTANT]
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> Data downloads may be slower if users upload files larger than 4 MB to the timeline control. If users need to upload files larger than 4 MB, use the quick notes control in Field Service or **Files**/**Images** instead of the timeline to improve performance.
Copy file name to clipboardExpand all lines: powerapps-docs/mobile/canvas-mobile-offline-overview.md
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If users of your Dataverse-based canvas app have spotty or no Internet access, you can easily provide [offline-first](#mobile-offline-first) access with simple switches and a canvas control. Basic offline-first apps are easy to make. Just build your app with normal [Power Fx formulas](/power-platform/power-fx/formula-reference), and Power Apps offline features handle everything else.
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You can also build complex offline apps using custom *offline profiles*. An offline profile is the configuration which determines the data synchronized to users’ devices. Offline profiles help you to optimize your app's performance by reducing the amount of data downloaded to the device. For example, while you may have access rights to millions of records in a table, your app may need only a thousand of them. If you download only a thousand records, your app performs better. If you need more than 15 tables in your offline app, you may want to consider using a custom offline profile.
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You can also build complex offline apps using custom *offline profiles*. An offline profile is the configuration that determines the data synchronized to users’ devices. Offline profiles help you to optimize your app's performance by reducing the amount of data downloaded to the device. For example, while you may have access rights to millions of records in a table, your app may need only a thousand of them. If you download only a thousand records, your app performs better. If you need more than 15 tables in your offline app, you may want to consider using a custom offline profile.
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To get started with mobile offline, turn on the offline feature in your app and in the tables your app uses. A basic offline screen template is automatically inserted into the app for you to use directly or as a starting point. [Set up mobile offline for canvas apps](canvas-mobile-offline-setup.md).
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## Why use offline for canvas apps instead of LoadData/SaveData?
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There are some key benefits of using the built-in offline functionality for canvas apps instead of LoadData/SaveData Power Fx functions.
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There are some key benefits to using the built-in offline functionality for canvas apps instead of LoadData/SaveData Power Fx functions.
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ms.custom: bap-template
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---
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# Set up mobile offline for canvas apps
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- You must have the Environment Maker, System Administrator, or System Customizer role to set up offline mode for canvas apps. These roles have create, read, write, delete, and share privileges on **Canvas App**, **Mobile offline profile**, and **Sync Error** tables. [Learn about predefined security roles](../maker/model-driven-apps/share-model-driven-app.md#about-predefined-security-roles).
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- Users with Basic User role can't open an offline application. You must create a custom security role with read privileges on **Canvas App**, **Mobile offline profile**, and **Sync Error** tables.
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- Users with the Basic User role can't open an offline application. You must create a custom security role with read privileges on **Canvas App**, **Mobile offline profile**, and **Sync Error** tables.
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- If you already have a custom security role, make sure it grants read privileges on **Canvas App**, **Mobile offline profile**, and **Sync Error** tables. Learn about [Create or edit a security role to manage access](/power-platform/admin/create-edit-security-role).
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## Optimize your app for mobile offline
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Mobile apps run on small screens with limited connectivity. Before you set up offline mode, make sure your canvas app is optimized for offline and mobile use. Consider the user scenarios you want to cover and the amount of data the app uses. Create an app that's simple and lightweight.****
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Mobile apps run on small screens with limited connectivity. Before you set up offline mode, make sure your canvas app is optimized for offline and mobile use. Consider the user scenarios you want to cover and the amount of data the app uses. Create an app that's simple and lightweight.
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Follow these best practices when you build an app for mobile offline use:
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1. Close the **Settings** window, and then save and publish your app.
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A page that's based on the [Offline template](canvas-mobile-offline-setup.md#using-the-offline-template-and-offline-status-icon) is automatically inserted in the app. The page contains an icon that uses the [Connection](/power-platform/power-fx/reference/signals#connection) Power Fx function to reflect the app's [offline sync status](canvas-mobile-offline-working.md#sync-status-icons). You can use it as-is or customize it, as appropriate.
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A page that's based on the [Offline template](canvas-mobile-offline-setup.md#using-the-offline-template-and-offline-status-icon) is automatically inserted in the app. The page contains an icon that uses the [Connection](/power-platform/power-fx/reference/signals#connection) Power Fx function to reflect the app's [offline sync status](canvas-mobile-offline-working.md#sync-status-icons). You can use it as-is or customize it, as appropriate.
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> [!NOTE]
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> If you're turning on offline capability for a brand-new canvas app, make sure the default first screen is based on the **Offline** template.
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> If you're turning on offline capability for a new canvas app, make sure the default first screen is based on the **Offline** template.
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## Create a custom mobile offline profile (with admin rights)
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|Related rows only | Be sure that the related table has been added to the offline profile.|
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|Custom | You can define a custom filter up to three levels deep. |
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Keep in mind, that you can have 15 related tables in a custom filter. You can also have 15 relationships. The 15relationships limit is transitive, meaning if table B has N relationships, and you add a reference to table B in table A, then it increases the relationship count of A by N+1; one plus the N already in table B. This limit is per profile item for table in the profile.
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Keep in mind that you can have 15 related tables in a custom filter. You can also have 15 relationships. The 15-relationships limit is transitive, meaning if table B has N relationships, and you add a reference to table B in table A, then it increases the relationship count of A by N+1; one plus the N already in table B. This limit is per profile item for a table in the profile.
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1. In the **Data available offline** section, select **Add table**.
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If your Power Apps account doesn't have admin rights, you can still create a mobile offline profile. Coming soon, you'll be able to create an offline profile directly in Power Apps Studio. Until then, use this workaround.
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1. Create a model-driven app in your test environment that uses the same tables as your canvas app.
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2.[Set up the model-driven app for offline use](setup-mobile-offline.md).
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3.[Generate a default profile](setup-mobile-offline.md#generate-a-default-profile) and [add tables with filters](setup-mobile-offline.md#add-a-table-to-an-offline-profile-and-apply-filters).
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4. Publish the model-driven app.
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5. Select the offline profile in your canvas app.
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## Using the Offline template and offline status icon
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## Export a solution that contains a canvas app enabled for offline
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When you export a solution with an offline canvas app, you also need export the offline profile for the app, as it is a dependency of the app.
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When you export a solution with an offline canvas app, you also need to export the offline profile for the app, as it is a dependency of the app.
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1. Sign in to [Power Apps](https://make.powerapps.com) and in the left navigation pane, select **Solutions**.
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2. Select the solution that you want to export and then select **Edit**.
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3. Select the canvas app that is enabled for offline and then select **Advanced** > **Add required objects**.
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Make sure that the associated offline profile is in the solution and then you can export it.
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## See also
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-[Mobile offline limitations for canvas apps](limitations-canvas-apps.md)
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-[Best practices to enable an app for offline](best-practices-offline.md)
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-[Best practices for developing an app for offline use](best-practices-offline.md)
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-[Optimize the offline profile](mobile-offline-guidelines.md)
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## Sync status icons
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Depending on how the [app was designed](canvas-mobile-offline-setup.md#using-the-offline-template-and-offline-status-icon), it includes information about its synchronization status in the form of a globe with various icons. At a glance, you can tell:
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Depending on how the [app was designed](canvas-mobile-offline-setup.md#using-the-offline-template-and-offline-status-icon), it includes information about its synchronization status in the form of a globe with various icons. At a glance, you can tell whether:
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-Whether the app is connected to the network
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-Whether a data update is in progress
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-Whether updated data is waiting to sync
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-Whether an error or warning occurred while data was syncing
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-The app is connected to the network
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-A data update is in progress
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-Updated data is waiting to sync
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-An error or warning occurred while data was syncing
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The following table describes the icons and their meanings.
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### Prerequisites - mobile offline profile
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To configure the automatic download of files and images on sync, you need to [create a cusotm, mobile offline profile](canvas-mobile-offline-setup.md#create-a-custom-mobile-offline-profile-with-admin-rights) in the Power Platform admin center.
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To configure the automatic download of files and images on sync, you need to [create a custom, mobile offline profile](canvas-mobile-offline-setup.md#create-a-custom-mobile-offline-profile-with-admin-rights) in the Power Platform admin center.
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