Configure Data Destinations to Execute for Incomplete TrueContext Teamwork-enabled Form Submissions

Mobile users can submit 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.-enabled forms as incomplete for other users to complete. When users transfer an incomplete form, the system receives the submitted form data and can send this data to any configured Data Destinations A Data Destination specifies where to send data from a submitted form. You can use Data Destinations to automate data sharing and storage, routing data to a specific service (such as email or cloud storage) in several different formats.. This topic describes how to configure Data Destinations to execute when users submit forms as incomplete.

Available on the Enterprise tier only:

Data Destinations have customizable filter rules to determine when the Destination executes. You can configure Data Destinations to execute when users submit incomplete TrueContext Teamwork-enabled forms. This means that you can send and store data from incomplete forms.

For example, you can do the following workflow actions:

• Back up copies of incomplete Form Submissions on your external storage system.

• Send email notifications of work in progress.

• Update your system of record with work in progress.

• Send progress reports to your customers.

Info:The topic Applying Filtering to Data Destinations describes in detail how to configure the filters on Data Destinations.