Test Features on Mobile

Find Out if a Task is Already Mobile-Enabled

Look up the task

1. Log in as Superuser in an SUV or test environment on web
2. Search for “List Tasks Available On Mobile” and click it
3. Leave filters blank and click “OK”
4. In the UI Task Column, click the header and filter by the name of your task. Alternatively, you can filter by the Task ID column. Important to note: sometimes a mobile task may have a different task ID or task name than a web version. There are also around 300 mobile-only tasks.
5. If the Phone column says “Yes”, it’s enabled in mobile

To see how the task is built on mobile (Generated UI, WebView, Bespoke)

6. Click the UI Task Name
7. Click the button “Device Types”.
   • If rows for Desktop and Phone are displayed, the task is Generated UI
   • If a row for Phone is displayed but there is no row for Desktop, the task is probably Native Bespoke
   • If there is a row for Desktop and the WebView button says “WebView - Enabled”, the task is WebView
   • Click “Cancel” to close the modal.

To preview the task in a mobile simulator

8. Click the “Run in Mobile!” button. This is called “Mobile Preview” and is the quickest way to test the mobile app experience but doesn’t work for every task. Refer to Simulator Options for Testing for additional options.

Enable a Web Task on Mobile

If you have an existing web task that is bound to an XO task - whether it uses traditional Generated UI or is a bespoke experience web task, you can “flip it on” in an SUV to see how it looks and behaves right out of the box as WebView or Generated UI on mobile. This will help you decide whether you need any enhancements before enabling it for customers.

1. Log in as Superuser in an SUV or test environment on web (note that this process works more reliably in an SUV)
2. Search for the Task name or Task ID
3. In the search results, click “Task Definition”
4. Click the button “Device Types” and do one of the following:
   1. (Preferred) To enable the task in the mobile app via WebView, click the WebView - Disabled button and check the box to enable WebView.
   2. To enable the task in the mobile app via Generated UI, add a row and select Phone
5. Close the modal and click on “Done”
6. You should be back on the Task Definition page. Now click “Run in Mobile!” to see what it looks like out of the box.

For more detailed visual instructions, refer to UIPlatform WebView Documentation

Simulator Options for Testing

There are several ways to test the mobile app experience

1. Mobile Preview - this is the same method used above and is the quickest. It doesn’t persist state/toggles, and can’t inspect code. Quick version of instructions:
   1. Simply search for Mobile Preview when logged in as Superuser on web
   2. Or search for your task, click the task/report definition, and click “Run in Mobile!”
2. Appetize - a little more performant but doesn’t persist state/toggles, and can’t inspect code.
3. Simulators - most work to set up but is the most reliable and performant. You can save SUVs and state/toggles and “debug”, which is ideal for repeat testing. You can also inspect code and test different builds of the app.