Sync strategies

Sync strategies define the way a subject should sync to the user's device. Sync strategies can be defined for each subject type. Each subject type can have different/same sync strategies based on the use case.
Setting up a sync strategy is a two-step process.

  • Defining sync strategy for a subject type.
  • Assigning the value of the defined strategy to the user.

Defining sync strategy for a subject type

For defining sync strategy edit the subject type and under the advance settings configure the sync settings. Below are the different sync strategies available.

Sync strategy

Description

Sync by location

This is the default strategy and the subject is synced by their registered location.

Sync by direct assignment

When this is enabled only subjects assigned to the user will get synced to the user's device.

Sync registration concept 1

Any mandatory form element's concept from the registration form can be selected. Subjects get synced based on the values assigned to the user for this concept.

Sync registration concept 2

Similar to Sync registration concept 1, this is to support once more concept for the same subject type.

Assigning the value of the defined strategy to the user

Once the sync strategy is defined for a subject type, values can be assigned to the user so that only those values get synced to the user's device. This can be done by editing an existing user or while creating a new user.

Sync strategy

Supported values

Sync by location

Catchment

Sync by direct assignment

Already registered subjects

Sync registration concept 1

Concept values (Code/Text/Numeric)

Sync registration concept 2

Concept values (Code/Text/Numeric)

Note

  • In case of any catchment changes/direct assignment changes user needs to delete the old data and sync as per the newly assigned values.