Configure a TrueContext Teamwork Workflow

The 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. feature enables you to configure multi-user workflows for a single form. Users can transfer forms directly to other users, or they can submit them as incomplete. Other users can claim incomplete forms, or supervisors can assign them from the TrueContext Web PortalClosed The TrueContext Web Portal is a web application used to manage security settings, forms, FormSpaces, other users, Data Sources, and Data Destinations.. This topic describes how to configure the different workflows available with TrueContext Teamwork.

Available on the Enterprise tier only:

Essentials
Advanced
Enterprise

You can configure TrueContext Teamwork to meet the requirements of different workflows:

  1. Mobile users can manage the assignment of the incomplete form:

    • Submit incomplete forms for others to claim.

    • Transfer directly to another user’s Inbox

    • Search for and claim incomplete forms

  2. Only supervisors can manage the assignment of the incomplete form:

    • Clear the option for mobile users to search for the form

    • Clear the option for mobile users to transfer the form directly

Tip:With any TrueContext Teamwork configuration, supervisors can always unassign and assign forms as needed. For example, if a form is assigned to a technician, supervisors can intervene if the technician is unavailable. They can unassign the form, and then assign it for another user to work on.

If you want mobile users to... At the team level... And at the form level...

  • Transfer incomplete forms directly to other users

  • Open transferred or assigned forms from their Inbox

 Keep the default settings (Inbox enabled)

  1. Go to SETTINGS > Workflow Settings > TrueContext Teamwork.

  2. Select Allow users to transfer incomplete forms directly to another user.

  • Submit incomplete forms

  • Search for and claim incomplete forms

Enable Mobile SearchClosed Mobile Search is a feature that enables mobile users to display a list of forms submitted by themselves or other users and, if configured, incomplete TrueContext Teamwork-enabled forms. A user must be connected to a network to perform a mobile search. for your team:

TEAM SETTINGS > Mobile Device> Device Configuration > Actions > Update Custom Configuration

  1. Go to SETTINGS > Workflow Settings > TrueContext Teamwork.

  2. Select the option Allow users to release incomplete forms for other users to claim.

  3. Go to SETTINGS > Workflow Settings > Search Options.

  4. Select the option Enable Search.

  • Submit incomplete forms but not transfer or claim them

Note:For this workflow, supervisors are responsible for assigning forms. If they need to unassign forms, they might lose data if users have started to work on the form.

 Keep the default settings (Inbox enabled)

  1. Go to SETTINGS > Workflow Settings > TrueContext Teamwork.

  2. Select Allow users to release incomplete forms....

  3. Go to SETTINGS > Workflow Settings > Search Options.

  4. Clear the option Enable Search.

    Note:With this option cleared, users can’t search for any complete or incomplete version of this form.

Info:The topic Steps to Enable TrueContext Teamwork on a Form describes in more detail how to configure a TrueContext Teamwork form.