Guide to Youreka's New Mobile App

Why?

You might be wondering why we’ve spent 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

Rebuilding the app from the ground up allows us to deliver on the following and so much more:

• Faster loading times, for a more responsive and improved user experience
• Higher security standards leveraging the latest mobile plugins and technology
• Faster rollout of new features utilizing this new framework
• A new and improved user experience which features some new UI components, including an enhanced Linked Section Experience.
• Exciting new features, including Youreka Maps and Table Sections! 

Our goal is to deliver what customers need quicker and better than before. Helping field workers complete work quicker and accurately, while ensuring end user satisfaction.

Performance & Sync Improvements

• Up to 25% faster than before when prepping for offline
  
• Targeted Sync - the app only downloads what you need
• Faster pre-population of fields from Salesforce
• New Data Management Screen, featuring progress bar

These Improvements will improve the end user experience by

• Helping users understand what data is syncing, and approximately how much longer until completion
• Getting mobile workers ready for their jobs quicker and avoiding having customers wait while data syncs
• Pre population of fields from Salesforce into the app faster, by only downloading what’s needed
• Increasing worker productivity through faster synchronization
• Syncing larger forms and more data in less time than ever before

Multi-Language

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 out of the box. 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

In the old app, searches rely on a “starts with” query rather than a “contains query.” With the new version of the app, searches are 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

Previously on mobile devices, users could only upload one image at a time into an attachment field. Now with the multi-select 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.

Table Sections 

Data capturing just got a whole lot easier! We are thrilled to introduce the Table Section feature in the New Mobile app. The Table Section gives organizations the ability to capture data in a concise way that follows their in-field experience and workflow. The data table feature will give Youreka Users the ability to input and compare all of that information in one spot without having to sacrifice time scrolling through the form, and did we mention that it's easy to build! 

Youreka Maps

The Maps feature is designed to dynamically adjust to real-time conditions and optimize routes efficiently. The technician can still see the various Mobile Cards assigned to them in a list view but now they have the added capability to view them on top of a Map! Technicians can view their assigned tasks as pins on a map, directly seeing the proximity and relation of each task to their current location. No more jumping from another mapping application back to Youreka, opening each mobile card up one at a time to see its location or navigating to various sites without knowing the best route to complete their jobs for the day. Additionally, depending on the organization's setup, technicians might see nearby appointments not assigned to them, offering the chance to assist colleagues and improve overall team efficiency.

Download Photos/Files to Mobile App (DAR) 

The Digital Asset Repository or DAR for short, provides powerful contextual photo knowledge that can be transferred from one visit to the next. For example, lets say an inspector visits a property and identifies damage on the customer's roof, they take photos of damage for their report and issue a quote to the customer. A week later, a field worker goes onsite to fix the roof. In the second form, they can see the photos of the damage from the inspection, prepare accordingly, and ensure the exact issue quotes are being fixed. Photo capturing AND sharing just got a whole lot easier. 

Read Only Forms in Mobile

Users will now be able to view forms in a "read-only" state. This means they can view data on forms and not interact and manipulate information on that form. That meets the needs of many organizations that have compliance rules where mobile users can't change information after a certain status of the form has been reached. Users can also reference prior forms or inspections in a read-only state. 

 

How to Setup the New App

End Users

To ensure the smoothest transition for mobile workers we recommend following these steps:

1. Upgrade your Salesforce instance to the Ohm Managed Package or higher (Managed Package available for install here).
2. When the user is online and has internet access, they should ensure the data is synchronized and then Logout of the old app
3. Delete the old app.
4. 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.

          App Store:

https://apps.apple.com/us/app/youreka-new/id6443493316

          Google Play:

https://play.google.com/store/apps/details?id=com.youreka.mobile&hl=en_US&gl=US 

 

5. Login using the same Salesforce Credentials.  For more information about Mobile Authentication, please visit our Knowledge Base article.
6. Ready to go - all the users forms and data will be downloaded to the new app, and they can continue working.

MDM Configuration

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.

With the launch of Reactor 3 we've made some changes to the MDM configuration for utilizing custom domains in the Youreka New mobile app. Please visit this article for more on this. 

Deeplinks

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:

  https://yourekaapp.app.link/LseujdfKMK?

• The new base URL is:

  https://youreka.io/yourekamobile

Note: During this transition stage, users may engage with both apps, oldand new. For Deeplinks to work properly, the user needs to apply the accurate base URL either old 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 old app would be created using the code snippet below:

https://yourekaapp.app.link/LseujdfKMK?recordId={!$Id}

In the new app, that Deeplink will need to be updated to the following:

https://youreka.io/yourekamobile?recordId={!$Id}

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.

Connected App

If you have previously configured the Youreka Connected App for the old Youreka app to better control access levels, you may need to do the same for the New Mobile app. The New Mobile App will respect the settings for permissions, profiles, IP relaxation, etc.

 

Additional Considerations

The following features will not be available in the Pilot Release but will be added in future releases:

• Menu Items no longer available:
  
  • Form-level Photos (photo questions are still supported)
  • Search Forms on Server
• 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.
• 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.

Known Issues

• When creating a new form that has Field Links, only the top 15 lookup records are displayed. In the interim ensure creating all new forms in the browser.

Next Steps

Reach out to the Youreka Team for an example Migration and Deployment Plan plus a Testing Checklist to help ensure a successful migration to the Youreka Mobile Application. 

FAQ

Q:When is the earliest our organization start planning to migrate to the New Mobile App? 

A: Now. 

Q:When is the latest our organization start planning to migrate to the New Mobile App? 

A: December 31st, 2023.

Q:When should we be completely migrated over? 

A: March 1, 2024. This will provide you with a few weeks of buffer before end of life of the original mobile app. The Youreka team will be available to help out with any roadblocks that come up during the migration process. We are here to help!

Q:When will Youreka stop supporting the Original Mobile App? 

A: March 31st, 2024. Users may still be able to access the original mobile app but Youreka cannot help with any outstanding issues that occur in the old app. 

Q: Are forms automatically available on both the old 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 old 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 New,” with the version of 3.0.0 or above.

Q: If I have both the old 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 old app before installing and using the new app to avoid any confusion or data loss.