Using LOXA on mobile

How do I avoid losing work when switching apps in LOXA?

Save the current form before leaving the browser for another app. The record is committed before the mobile browser suspends.

LOXA Using LOXA on mobile screen with fictional demonstration data
Demonstration account with fictional names, addresses, and financial records.

Before you start

  • You need access to the Using LOXA on mobile workflow in your LOXA role.
  • Have all required fields ready before you begin.

Step by step

  1. Sign in to LOXA and open Using LOXA on mobile.

  2. Save the current form before leaving the browser for another app

  3. Enter or review all required fields.

  4. Review the record and select the available save, confirm, or continue action.

  5. Verify that the record is committed before the mobile browser suspends.

What should happen

The record is committed before the mobile browser suspends.

Open this workflow in LOXA