Guide to Youreka's New Mobile App
In 2016, Youreka launched our first mobile app which now serves thousands of users worldwide. We decided it is time for a refresh!
We are extremely excited to be launching our Pilot version of Youreka’s new Mobile App. Over multiple releases, our team has reimagined and rebuilt the App with a better foundation that leverages leading mobile technology and plugins.
You might be wondering why we spent over six months rebuilding a great app that thousands of field workers have used daily for years. Continuously, Youreka researches and applies the most current innovative technology, which is necessary given the light speed that mobile tech improves and adjusts. We are committed to keeping you and your teams ahead of the mobile tech curve. The new app will future-proof us for years to come and it will allow us to deliver what you—our customers—need quicker.
Benefits and New Features
The new app meets our customers' requests faster and more comprehensively, especially for increasing security and compliance demands.
Additionally, the new app enhances field workers' on-the-job performance by enabling them to complete smart forms and guided procedures quickly and accurately. The features that support the field team include:
The new app’s performance has significantly improved. Sync and save time of forms are faster, and the app is more responsive* (pending benchmark tests).
The new mobile app supports users around the world by providing multi-language support. Youreka will provide translations for English, Spanish, French, and German speaking users right out of the box. However, languages supported by Salesforce are also allowed for all labels on mobile. The language that will display for a user is the same as their default language in Salesforce, so different team members will be able to view the same pages in different languages. For additional details, please visit our Knowledge Base article.
Flexible Search (Beta)
In the current app, searches rely on a “starting with” query rather than a “contains query.” With the new version of the app, searches are now more comprehensive, as the search will return all records which contain the characters input into the search. For example, if a record was called “1. Acme Co.,” simply searching “Acme” will return the correct record in the new mobile app while a user of an older version would have to search for “1. Acme” to get the same result.
Multi-Select Photos (Beta)
Previously on mobile devices, users could only upload one image at a time into an attachment field. Now with the multi-selection capability in the Photo Gallery, users can upload multiple photos at once. There is no limit on the number of images that can be selected nor is there a file size limit, but images should be scaled down to a specific size in order to decrease the amount of storage being used. Please also take into consideration the impact on sync times when determining how many photos to include in a form.
As with any substantial change to enterprise software we want to ensure our customers can adopt Youreka’s new mobile app with as little impact to their day-to-day business as possible. Below is the recommended plan for adopting and rolling out the mobile app.
Pilot (October 2022-January 2023)
With our Newton release, we are launching the app as a Pilot, which means it is ready to be used and tested. Our recommendation is to thoroughly test all your form templates and business processes in Sandbox. Because Youreka customers can build highly custom and complex forms, and each business has its unique processes, it is important to test and validate. As part of the Pilot, we recommend rolling out to select users in production and getting their input and validation.
Early adopters will continue to test and validate throughout this Pilot period. During this time, the current app will be fully supported. However, starting in Newton, all new features developed will only be available in the new app.
Full Rollout (January 2023 - June 2023)
Starting with the Ohm release in early 2023, the new app will be fully available. Youreka customers can communicate with their entire user base to download and use the new app. Customers using Mobile Device Management (MDM) can push the new app out to users. The current app will be supported, however it will only receive limited bug fixes going forward.
Sunset of Current App (July 2023 and beyond)
Once the Ohm release is complete, communications will be made to help customers complete the transition from the current app to the new app if they have not done so already. In mid-2023 we will begin the process of sunsetting the current app. Once complete, the current app will no longer be supported, and it will no longer be available on the App Store or Google Play.
How to Setup the New App
To ensure the smoothest transition for mobile workers we recommend following these steps:
- When the user is online and has internet access, they should ensure the data is synchronized and then Logout of the current app.**
- Delete the current app.
- Download the new app from the following locations, depending on which mobile device you are using. The new app has a white background with the Youreka logo.
New App Icon
- Login using the same Salesforce Credentials. For more information about Mobile Authentication, please visit our Knowledge Base article.
- Ready to go - all the users forms and data will be downloaded to the new app, and they can continue working.
**MDM Providers should communicate a timeline for the upgrade to your users, reminding them to ensure to fully sync the mobile app prior to your intended upgrade window.
As part of transitioning to the new app, Deeplinks to the mobile app will need to be updated to a new base URL. The base URL is the only update that needs to be made.
- The old base URL is:
- The new base URL is:
Note: During this Pilot stage, users may engage with both apps, current and new. For Deeplinks to work properly, the user needs to apply the accurate base URL either current or new. Consider maintaining 2 sets of Deeplinks if you have pilot groups testing the new mobile app in production.
For example, a Deeplink to a mobile card in the current app would be created using the code snippet below:
In the new app, that Deeplink will need to be updated to the following:
Aside from the base URL update, Deeplinks work the same. For additional information on using Deeplinks, please see our Knowledge Base article.
Customizing Button Labels
In the new app, previous functionality of Customizing Button Labels will no longer be supported. Instead, any label in the mobile app can be changed using the new Multi-Language support. For additional details please visit our Knowledge Base article.
The following features will not be available in the Pilot Release but will be added in future releases:
- Form Events – Form Event records are not created when Submitting or Saving Forms. Check In/Out will still be offered.
- Menu Items not available currently:
- Form-level Photos (photo questions are still supported)
- View Insights
- Search Forms on Server
- Public Settings not supported:
- Serial Form Save - default is "off"
- Photo Metadata Chunk Size - default value is 4
- Customizing Button Labels
- Instead, there is new functionality with custom labels and leveraging the multi-language support. For additional details, please visit our Knowledge Base article.
- Show/Hide Forms
- Currently, you cannot use display logic to show/hide forms.
- Custom Styling with CSS
- Some CSS-defined custom styling may need to be updated. If you find that your existing CSS is not rendering as expected, please review our CSS repository for updated snippets.
- When enabling or disabling mobile cards, users need to close the app and restart it.
- Error 404 shown after login even though login is successful. This error can be dismissed and ignored.
Q: Can I do a slow roll out of the new mobile app?
A: Yes, some groups of users can use the current app, while other groups of users use the new app. Avoid having any one user use both apps. When using Deeplinks, the main consideration is ensuring that groups of users using the current app continue to use the previous Deeplink URL. New app users need to use the new Deeplink URL for any inbound process. If users are Deeplinking between Salesforce Field Service Mobile and Youreka, then the different Deeplink URLs can be managed by Profile per user. All Deeplinks out of Youreka will continue to work the same. Click to read more.
Q: Are forms automatically available on both the current and the new app, or can an admin select which app they want a form to be on?
A: The exact same data and forms will be available to a user in both versions of the mobile app.
Q: If a user starts a form and saves it on one app, and then reopens the form later in the other app, will that saved form be available?
A: After a user's data in the current app syncs back to Salesforce and then they login to the new app, they can continue working on the form right where they left off. Please note an offline user would need to return their device to an online status to initiate the sync to Salesforce. Also, we recommend that a user only has one of the apps on their device at a time, to avoid confusion or data loss.
Q: How will I know which app to select from the app store if there are two different apps?
A: The New app's icon will have a white background and be called “Youreka - Pilot.”
Q: How long can I continue to use the current mobile app?
A: The current app will be supported until mid-2023. By this time, and to prevent service interruption, customers need to migrate to the new app. There will be upcoming communication about the exact end of life dates.
Q: If I have both the current and the new app on my device, and I open the same form on both, what will happen?
A: We highly recommend logging out and uninstalling the current app before installing and using the new app to avoid any confusion or data loss.