View Form Properties in the Web Portal

This topic describes how to view form properties in the Web Portal without having to enter the Form BuilderClosed The Form Builder is the tool that form designers use to create forms. In the Form Builder, accessed from the TrueContext Web Portal, form designers can add and edit pages, sections, and questions, as well as attach data destinations and configure the form's settings. and edit the form settings. It also describes what the different form properties control.

Available on all tiers:

Essentials
Advanced
Enterprise

Contents

Prerequisites

You must be a TrueContext Admin user or a User with Can Create permissions.

Info:This topic describes how to view a summary of your form properties. The topic Set Up Form Properties provides more detail about how to edit the form settings.

View form properties

  1. Go to MANAGE FORMS > FormName

  2. Select the Form Properties tab.

    Result: The Form Properties tab displays the following sections:

    Description
    This section includes the form description that the form creator added to the form. This section is only visible if the form has a description.
    Tags
    This section includes tags that mobile users can use to filter forms in their app. This section is only visible if the form has tags configured.
    Inbox and Dispatching
    This section includes the settings that determine the workflow of how users can start filling out a new form.
    Form Submission State
    This section includes the Data Passthrough setting. This setting determines if TrueContext stores your data, or if only your organization stores it due to the sensitivity of the information.

    Info:The topic Enable Data Passthrough on Forms describes the Data Passthrough feature in more detail.

    Form Submission Naming & Number Rules
    This section includes the settings that affect the name and reference number of form submissions.
    Info:The topic Customize Naming of Items in the Mobile App describes form submission names in more detail.
    Client Behavior
    This section includes settings that configure how the Mobile App displays forms, and how it handles information collected in Form Submissions.
    Editing
    This section includes settings that indicate if users can edit form submissions, and how users can begin to edit a form submission.
    Device Search
    This setting controls if online Mobile App users can search for submitted forms.
    TrueContext TeamworkClosed TrueContext Teamwork is an Enterprise tier feature that enables mobile users to transfer incomplete forms for other users to complete as part of a multi-user workflow. This can be useful for jobs that require someone else's expertise or that span multiple shifts.
    These settings indicate if users can transfer incomplete forms as part of their workflow. This section is only visible to accounts in the Enterprise Tier.

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