TrueContext Teamwork Overview
TrueContext Teamwork
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. is a feature that enables your team to have multi-user workflows with a single form. Mobile device users can transfer incomplete forms directly to other users, or they can submit them as incomplete. Users can search for their team members’ incomplete forms from the Mobile App, claim them, and complete them. Supervisors can manage their team’s workflow from the Web Portal. They can Dispatch The term "dispatch" refers to the act of sending a form to a mobile user or customer. Typically, a dispatched record includes some information pre-filled to give the recipient context for the work to be done. Dispatch can be manual or automated (using a Dispatch Data Destination or the TrueContext REST API). forms, assign incomplete forms, and unassign them.
Available on the Enterprise tier only:
Video demo
Learn from an expert! This video shows you the different ways you can use TrueContext Teamwork for your multi-user workflow.
Key Concepts
TrueContext Teamwork enables mobile device users to Transfer incomplete forms for other users to complete.
Use this feature when you require different technicians to work on a single form, or for jobs that span multiple shifts where a technician might need to complete a form started by a team member.
Configuration
You enable the TrueContext Teamwork feature at a form level, but there are other settings you must enable depending on your workflow. For example, if you want mobile users to claim incomplete forms from the Mobile App, you must enable the Search tab.
You can also configure an App‑to‑App callback “search” action to display a list of matching forms that users can claim.
Make sure that you meet the prerequisites for a TrueContext Teamwork-enabled form before you begin the configuration process.
Management
Multiple users can work on a single TrueContext Teamwork-enabled form at different times. For this reason, you must keep track of the work done on TrueContext Teamwork-enabled forms using the Web Portal. From the Web Portal you can Dispatch a form, assign an incomplete form, and unassign a form. You can also keep track of what different users submitted as answers for each Form Submission Version.