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IndustraForm® Template Based 
j5 Mobile Applications 
 
In the past, customers have relied on vendors to create and modify mobile applications, 
adding frustrations like increased financial costs and wasted time. j5 Mobile brings a unique 
and powerful tool to the operations management environment. The disruptive j5 
IndustraForm Templates, which allow j5 International customers to easily create and modify 
j5 Applications: 
 
 
 
j5 Mobile users can view and edit the same j5 IndustraForm Templates that are available on 
desktop computers. All the benefits of j5 IndustraForm Templates are available on the 
mobile device, including workflows, approvals, advanced calculations, data validation, and 
more. These can easily be customized to suit an organization using the spreadsheet-like j5 
IndustraForm Designer. As a result, desktop and mobile applications are now in sync and 
there are no advanced source code programming skills required to modify or add new j5 
Mobile applications – such as j5 Shift Handover forms – to the j5 Framework. j5 
IndustraForm Template applications on j5 Mobile allow for the viewing and editing of any j5 
IndustraForm Templates. j5 Mobile supports all the standard j5 IndustraForm Template field 
types, including: 
 
• Label 
• Text 
• Number 
• Integer 
• Choice 
• Checkbox 
• Checklist Item 
• Rich Text 
• Date and Time 
• Date 
• Attachment 
• Hierarchy Select 
• Sparkline 
• Chart 
• Asset Selector 
 
Sophisticated field calculations are also supported using the j5 IndustraForm Templates 
formula engine. When online, j5 IndustraForm Templates are automatically and continuously 
kept in sync between the j5 Operations Management Software server and the j5 Mobile 
enabled device. As a j5 Mobile user edits a field, the change is reflected on the j5 Operations 
Management Software server, and vice versa. This ensures that mobile and control room 
users have the same view of the data. Multi-user concurrent editing is also supported, even 
in the same j5 IndustraForm Template Section, allowing for real-time collaborative editing. 
 
When a mobile device loses connectivity, changes are stored and then forwarded 
automatically once connectivity is restored. This happens for all changes to all j5 
IndustraForm Templates, whether currently viewing the j5 Mobile application or not, 
therefore no user action is required. j5 IndustraForm Template Section approvals and 
revisions are supported when online, allowing managers and supervisors to advance 
processes while they’re on the move. j5 IndustraForm Templates based j5 Mobile 
applications are available alongside the existing j5 Mobile applications, so existing 
customers can continue using their familiar j5 Mobile applications while adding significant 
power through new j5 IndustraForm Templates based j5 Mobile applications as they are 
brought online: 
 
 
 
Selecting j5 IndustraForm Template Based j5 Mobile Applications 
 
Using j5 IndustraForm Templates based j5 Mobile applications, users can select any j5 
IndustraForm Templates to synchronize to the j5 Mobile enabled device according to what is 
relevant for their current work. When a user navigates to an j5 IndustraForm Templates tile 
for the first time, the list of the j5 IndustraForm Templates available on the j5 Operations 
Management Software server is displayed, and the user can select which they want to 
synchronize to the j5 Mobile enabled device: 
 
 
 
Each item in the list shows the type of the j5 IndustraForm Template and a summary to help 
make an informed decision about which are relevant. A j5 IndustraForm Template can be 
selected by tapping its checkbox. Once a selection has been made, users click Confirm to 
synchronize these selections to the j5 Mobile enabled device. Users click Cancel to leave 
the selection unchanged: 
 
 
 
The j5 IndustraForm Templates Selection List will only automatically appear if none have 
been synchronized to the j5 Mobile application. To change this selection, users tap the 
Selection List icon in the top right of the screen: 
 
 
 
When the device is offline, the j5 IndustraForm Templates Selection List displays those 
already available on the j5 Mobile device, but new selections cannot be fetched from the j5 
Operations Management Software server. Once a j5 IndustraForm Template is no longer 
needed on the j5 Mobile device, it can be removed by unchecking the item on the Selection 
List and clicking Confirm. j5 IndustraForm Template selections and removals can be done at 
the same time: 
 
 
 
When trying to remove a j5 IndustraForm Template that has un-synced changes, a warning 
message will appear. Selecting Confirm will remove the j5 IndustraForm Template and 
discard the pending changes. Selecting Cancel will cancel the action. 
 
j5 IndustraForm Templates Mobile Synchronization 
 
While online, all j5 IndustraForm Templates that have been synchronized to the j5 Mobile 
enabled device are automatically and continuously kept in sync with the j5 Operations 
Management Software server. No user action is required. The current sync status for each j5 
IndustraForm Template is displayed on the j5 IndustraForm Templates list for that j5 
Application: 
 
 
 
While the j5 Mobile enabled device is offline, a Disconnected icon is displayed in the top 
right of the screen. Any changes made to a j5 IndustraForm Template while offline are saved 
on the j5 Mobile enabled device and then forwarded automatically once connectivity is 
restored. This is displayed as an orange SAVED icon instead of a green SYNCED icon: 
 
 
 
If any errors occur, a red icon is displayed with an error message which gives more 
information about the error. The table below summarises all the status icons and messages: 
 
 
 
Status Message Comment 
 
SYNCED 
 The server and mobile device are in 
sync for this j5 IndustraForm Template 
 
SAVED 
 
Saved locally 
Changes are saved locally and will sync 
when the device reconnects with the j5 
Operations Management Software 
server 
 
 
 
 
 
 
 
 
 
 
 
UNSYNCED 
 
 
 
 
 
 
 
 
 
 
 
Communication error 
Users should contact their j5 Operations 
Management Software server 
administrator 
 
Authorization error 
Please login again 
Users should exit the j5 Mobile 
application and login again (user 
credentials or network changes may 
cause this) 
 
 
 
 
Permission error (you can’t edit this 
now) 
A j5 IndustraForm Template may 
become read only for many reasons, 
temporary or permanent, including a j5 
Operations Logbook workflow state 
change or a different user profile being 
activated (changes will automatically 
sync up when the j5 IndustraForm 
Template becomes editable again and 
to discard the changes, users remove 
the j5 IndustraForm Template from the 
mobile device) 
j5 Operations Management Software 
server error 
Users should contact their j5 Operations 
Management Software server 
administrator 
 
j5 Operations Management Software 
server unreachable 
The mobile device may be on the wrong 
network and if is this the case, users 
should contact their network 
administrator 
j5 Operations Management Software 
server connection timeout 
If this does not resolve, users should 
contact their j5 Operations Management 
Software server administrator 
 
DELETED 
This j5 IndustraForm Template has 
been deleted on the j5 Operations 
Management Software server 
Users should check if any important 
data would be lost, then remove the j5 
IndustraForm Template from the mobile 
device when they are ready 
 
 
 
 
ERROR 
 
 
 
 
 
 
Changes will be lost 
Changes are not being saved to the 
mobile device and after closing the j5 
Mobile application, changes to this j5 
IndustraForm Template will be lost 
and cannot be recovered (users should 
contact their j5 Operations ManagementSoftware server administrator if this 
happens) 
 
 
For all UNSYNCED errors, the j5 Mobile enabled device will continue to retry to sync. If 
successful, the status will update to SYNCED. On the Home screen, the tile for a j5 
IndustraForm Template based j5 Mobile application displays the number of j5 IndustraForm 
Templates currently available on the j5 Mobile enabled device for this j5 Application, and the 
number of un-synced selections if any changes have taken place while the device is offline: 
 
Note: The performance of j5 IndustraForm Templates on the j5 Mobile application is 
improved when the total number of j5 IndustraForm Templates synced to the mobile device 
is low. It is recommended that users maintain a small working set of j5 IndustraForm 
Templates and remove any j5 IndustraForm Templates that are no longer required. 
 
Navigation 
 
Tapping on j5 IndustraForm Template displays a list of the Sections in the j5 IndustraForm 
Template. Tapping on a Section displays the fields that can be entered by a user, and can 
contain Sub-Sections (which have the same structure as a Section): 
 
 
 
Each Section in the Section List shows the title of the Section, its Status, and a Status Icon. 
The Color and the Image of the Status Icon change with the submission status of each 
Section. The following table outlines what the different status icons mean: 
 
 
Icon Section Status 
 
Not yet started 
 
In progress, or revising a previous submission 
 
Submitted and waiting to be approved 
 
Approved, or submitted and no approvals are 
required 
 
Rejected by an approver 
 
Disabled based on the IndustraForm state 
 
Disabled based on the j5 IndustraForm Template state Sub-Sections have a similar progress 
indicator, but since there is no submission and approval workflow at the Sub-Section level, 
the meaning is slightly different and highlighted below: 
 
Icon Sub-Section Progress Indicator 
 
No values have been changed in this Sub-Section yet 
 
At least one value has been changed in this Sub-Section 
 
All required fields in this Sub-Section have values set (this icon will show if there are no required fields) 
 
When navigating through nested Sub-Sections, these icons make it easy to see where input 
is still required in the j5 IndustraForm Template. 
 
Section Submissions and Approval 
 
When viewing a top-level Section, a footer bar is shown with options to Submit, Approve or 
Reject the section. The submission and approval process are the same as a j5 IndustraForm 
Template on a desktop computer: 
 
 
 
The Section Submit and Approval options are only available when the j5 Mobile enabled 
device is online. Information about the current submission state is displayed in the top right 
of the Section: 
 
 
 
When approving a Section, a dialog is displayed where the user can select their approval 
Role before confirming the approval: 
 
 
 
Validation 
 
A Section can only be submitted if all its required fields have been entered and there are no 
validation errors. If these conditions are not met, a message is displayed to the user in the 
Section footer: 
 
 
 
Required fields are shown with an asterisk next to the field label (as seen in the image 
above). Fields that have invalid input are underlined with a red line. Fields that contain 
flagged input values are underlined in yellow. Flagged values don’t prevent Section 
submissions: 
 
 
 
The valid range of a numeric field, if set, is displayed as a hint to a user when the field is 
empty: 
 
 
 
 
 
 
Charts, Sparklines, Trendlines and Trend History 
 
The same powerful j5 IndustraForm Template Charts and Sparklines that are available on 
the desktop are available for j5 Mobile users. They can view trends and detailed graphs, 
comparing movements of multiple Tags and readings. Individual trend lines can be toggled 
to highlight comparisons of interest: 
 
 
 
Being able to view trend data is a common requirement and is helpful in providing context to 
the task at hand. Configuring a trendline for a Number input only requires ticking a checkbox. 
The trendline will then be included next to the input, with a trend history pop-up available to 
view the exact values and times of previous inputs: 
 
 
 
This feature is available for Number and Integer input types. The y-axis range can be set, 
but defaults to fit the current range of values. The number of days of data included in the 
trend history can also be configured. 
 
External Data Refresh 
 
External Data can be refreshed from a j5 Mobile enabled device. Tag data, Charts, spark 
lines, imported j5 IndustraForm Template data and more can be updated while online: 
 
 
As with the desktop j5 IndustraForm Template, refreshing External Data updates data across 
the entire j5 IndustraForm Template, not just the currently viewed j5 Mobile Section. 
 
Attachments 
 
Photographs and short videos captured on a j5 Mobile enabled device can be added to 
attachment fields. Any other attachments added on the desktop or attached to the j5 
IndustraForm Template in the j5 IndustraForm Designer, are also available on the j5 Mobile 
enabled device, whether online or offline. Attachments can be added on the j5 Mobile 
enabled device while offline. These will sync up automatically when a connection is restored: 
 
 
 
Rich Text 
 
Rich Text fields with their text and styling can be viewed on j5 Mobile enabled devices. j5 
Mobile users can also edit the text of these fields, but not the styling: 
 
 
Hierarchy Select 
 
Hierarchical data can now be selected on j5 Mobile enabled devices. This can be used, for 
example, to select Operational Areas or multi-level Categories, such as j5 Operations 
Logbook Categories: 
 
 
 
Manual Carry Over 
 
There are situations where carrying values over from a previous j5 IndustraForm Template is 
helpful, but user confirmation is still necessary, such as when performing j5 Inspection 
Rounds. A j5 IndustraForm Template carry over is available to cater for this. The previous 
value is shown as a suggestion but is only set once the user confirms the value by selecting 
the check mark, or enters a new value: 
 
 
 
The following field Types support manual carry over: 
 
• Text 
• Integer 
• Number 
• Date 
• DateTime Choice 
 
Choice Filtering 
 
j5 Mobile users can filter j5 IndustraForm Template Choice lists by entering text that matches 
part of their intended Choice. This allows users to effectively choose from many items, such 
as a list of users. 
 
Section Features 
 
Repeating Sections and Sub-Sections can have new instances added or removed. This 
makes it easy for j5 Mobile users to record extra information while in the field, such as 
comments, notes, and even service request or j5 Operations Logbook information that can 
be processed once synced to the j5 Operations Management Software server: 
 
 
 
If a j5 IndustraForm Template Section has been specifically configured to support this, j5 
Mobile will allow users to select Submit for that Section even when offline. This Section 
submission will then be synchronized to the j5 Operations Management Software server 
when next online. 
 
Note: If the j5 IndustraForm Template Section has been changed after the offline 
submission, or a Section is changed offline but submitted to the j5 Operations Management 
Software server by someone else before the sync takes place, a flag will be added to 
indicate that a user needs to decide to resubmit the Section with the combined changes. 
 
j5 Mobile also supports j5 IndustraForm Template Sections that are configured not to have a 
Submit button. 
 
Barcode Scanning 
 
Navigating within a j5 IndustraForm Template on a j5 Mobile enabled device is much easier 
when using the Barcode Scanning feature. When a user scans a barcode, the j5 Mobile 
applicationnavigates to the corresponding position in the j5 IndustraForm Template. This is 
particularly useful in j5 Applications such as j5 Inspection Rounds or j5 Permit to Work, when 
working with lots of equipment. Both camera-based and laser scanners can be used on 
supported j5 Mobile devices, provided the laser scanners support keyboard input mode: