Get Started with Mobile Search
Online Mobile App users can do a Mobile Search
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. to access their team’s completed forms or incomplete 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. Users can enter all or part of the form submission name to search for it. They can also apply filters to search by form submission state or date.Key Concepts
Mobile Search is a feature in the TrueContext Mobile App that enables you to search for submitted forms. You can then access documents attached to submissions, edit previous submissions (editing-enabled forms only), or claim incomplete TrueContext Teamwork-enabled forms. You can view up to ten of your most recent searches on the Recent Search page, and every search can generate up to 100 results.
Configuration
A team Admin must enable the Mobile Search feature for their team before mobile users can search for submitted forms. The Admin can enable Mobile Search by navigating to Team Settings The Team Settings page is the page where an admin can manage their team's account and edit certain information, such as assigning a Problem Contact Email Address, toggling push notifications, and viewing the account's billing information. > Mobile Device > Device Configuration.
Additionally, Admins or users with “Can Create” permissions must enable the search function at the form level: Workflow Settings > Search Options. At the form level, you can also control whether users can edit submissions and claim incomplete TrueContext Teamwork-enabled forms.
Technical Details
Once an Admin enables Mobile Search for their team, online users can reconcile their app to access the feature on the app homepage.
You can search for form submissions by entering the form name in the search bar. You can also apply search filters through the Advanced Search to refine your search results. These filters can have search results show forms of a specific submission state (complete or incomplete) and a specific date period or range.