Prerequisites for a TrueContext Teamwork-enabled Form

The 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. feature enables multiple users to work on a form before completing and sending it. Users can submit forms as incomplete for other users to claim or supervisors to reassign. This topic describes the prerequisites to enable TrueContext Teamwork on a form.

Available on the Enterprise tier only:

1. Your TrueContext Team must be on the Enterprise tier.

2. Depending on your workflow, your users must have the following Mobile App versions:

   Action	App Versions
   Submit incomplete forms for other users to claim or supervisors to reassign	Windows, iOS, or Android 12.0 or later.
   Transfer incomplete forms directly to other users	Windows, iOS, or Android 14.0 or later.

3. You must be an Admin user or a User with Can Create FormSpace permissions FormSpace Permissions control the permissions that a user group has in a particular FormSpace. These are primarily used to control the forms (and the state of form) users can access on their mobile devices. Less commonly, FormSpace permissions give non-admin Users some administrative access to a particular FormSpace without giving them full Admin access to all FormSpaces..

   Tip:If you’re not an Admin user, you should have the following permissions so that you can thoroughly test your forms:

   • Can Test
   • Can View
   • Can Submit

4. Your team must have the Inbox enabled. From the Inbox, mobile users can access

   • dispatched forms

   • reassigned forms

   • claimed forms, and

   • transferred forms.

5. Do you want users to be able to claim incomplete forms?

   • If yes, enable the Search box at the team level and at the form level in the Workflow Settings.

     Info:The topic Enable the Mobile Search Feature on your Form describes how to enable the Search box.

   • If no, you can still dispatch, unassign, and reassign forms to users. You can also enable users to transfer forms directly to other users.

6. Do you want users to transfer forms directly to other users?

   • If yes, check that all the required team members have permissions to access the form.

     Info:To access the form, users must be in a group with Can Submit FormSpace FormSpaces are where forms are stored and organized in the TrueContext Web Portal. A TrueContext Team may have multiple FormSpaces, depending on their needs. Admins can set FormSpace permissions to control which users have access to the forms in that FormSpace. permissions. The topic Permissions Quick Reference describes how permissions work in more detail.

   • If no, you can still enable users to submit forms as incomplete for other users to claim.