Workflow settings and device policies

Control what employees can see and edit during a workflow in the mobile app.

Device policies control how workflows behave in the app.

They decide which data employees can see and which fields they can change.

These settings control which sections appear in the workflow:

These settings control what employees can change:

These settings affect the signature step:

Go to Settings → Device policies and settings.

Open the settings category that covers workflow behavior.

Enable or disable the settings that fit your process.

Save the changes.

Then let employees synchronize the app.

App layouts can differ between iOS and Android. The same setting can still affect both platforms.

Do these settings apply to all workflows?

Usually yes.

These settings control workflow behavior in the app.

When do changes take effect?

After the settings are saved and the app is synchronized.

Can customer data be view-only?

Yes.

You can allow employees to view customer data without editing it.

Last updated 3 months ago

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