TrueContext Product Definition: Comprehensive Feature Guide with Feature Deep-Dives

TrueContext is a SaaS platform for digital form building, mobile data collection, workflow automation, and seamless integration with enterprise systems. Below, each major feature is detailed with three sections: What is <feature>?, How it works, and Value.

Form Builder

What is Form Builder?

The Form Builder The Form Builder is the tool that form designers use to create forms. In the Form Builder, accessed from the TrueContext Web Portal, form designers can add and edit pages, sections, and questions, as well as attach data destinations and configure the form's settings. is TrueContext’s web-based tool for designing, customizing, and managing digital forms. It empowers "citizen developers" to create forms tailored to their business needs without coding.

How it works

Users access the Form Builder via the TrueContext Web Portal. They can add pages, sections, and questions, configure logic, attach data destinations, and adjust form settings. The drag-and-drop interface and property panels make building and editing forms intuitive.

Value

Enables rapid digital transformation by allowing non-technical users to create sophisticated forms, reducing IT dependency and accelerating deployment of business processes.

Form Properties and Settings

What is Form Properties and Settings?

These are configuration options that control the behavior, appearance, and workflow of each form.

How it works

Within the Form Builder, users can set properties such as visibility on mobile apps, downloadable documents, workflow triggers, and searchability. These settings are managed from the Settings page of each form.

Value

Provides granular control over form experience, ensuring forms meet specific operational, compliance, and user experience requirements.

Repeatable Sections

What is Repeatable Sections?

A feature that allows users to enter multiple sets of answers for the same group of questions within a form, ideal for capturing lists like parts or labor items.

How it works

Form designers create a section and mark it as repeatable, specifying minimum and maximum repeats. On mobile, users add as many entries as needed, which are displayed in a summary table for easy review.

Value

Reduces form complexity, streamlines data entry for repetitive items, and mirrors familiar paper or spreadsheet formats, improving accuracy and user satisfaction.

Conditional Logic

What is Conditional Logic?

A system that enables forms to dynamically adapt-showing, hiding, or modifying questions and sections based on user input.

How it works

Within the Form Builder, designers set rules that trigger actions (such as hiding a section or skipping questions) based on answers to previous questions. This logic can be applied at the form level or within repeatable sections.

Value

Delivers personalized, efficient data collection, ensures only relevant information is captured, and reduces user error and form fatigue.

Mobile App Capabilities

What is Mobile App Capabilities?

TrueContext’s mobile apps allow users to access, complete, and submit forms from smartphones and tablets, supporting field operations.

How it works

Users can open forms from the Forms list, receive dispatched forms in their Inbox, submit incomplete forms for teamwork, and search through submissions. Features vary by platform (iOS, iOS, iOS), such as camera-to-text and document scanning.

Value

Empowers field teams to work offline or online, increases productivity, and ensures timely, accurate data capture in any environment.

Mobile Search

What is Mobile Search?

A feature that lets users search and access their team’s submitted forms directly from their mobile device.

How it works

When enabled, users can search for forms by keywords, dates, or other criteria, retrieving submissions stored on the TrueContext server.

Value

Facilitates collaboration, supports audits and follow-ups, and provides instant access to historical data in the field.

TrueContext Teamwork

What is TrueContext Teamwork?

A workflow feature (Enterprise tier) that enables multiple users to collaborate on the same form, passing incomplete forms between team members.

How it works

Users can submit incomplete forms for others to claim or transfer forms directly. Supervisors can monitor progress and assign tasks. The workflow supports sequential, multi-user completion.

Value

Supports complex, multi-step jobs, increases flexibility, and ensures work continuity across shifts or roles.

Form Initiation Methods

What is Form Initiation Methods?

Different ways a form can be started in TrueContext: user-initiated (Forms Box), dispatched (Inbox), or both.

How it works

Admins configure initiation options per form. Users can select blank forms, receive prepopulated forms via dispatch, or claim group-dispatched forms (Enterprise tier).

Value

Adapts to diverse business processes, supports both ad hoc and scheduled work, and enables pre-filling forms for efficiency.

Refresh on Form Open

What is Refresh on Form Open?

An Enterprise feature ensuring users always access the latest version of forms, resources, and data when opening a form.

How it works

When a form is opened, the app checks for updates to the form, resources, data sources Data sources, also known as "Lookups", are external sources of data that you upload or connect to TrueContext. You can reference this data in a form to populate answers or answer options. Data sources save typing, reduce errors, and make it easy to provide mobile users with only the relevant, most current data., and user lists, downloading changes if available.

Value

Prevents outdated information, reduces errors, and ensures compliance with the latest procedures and data.

Data Sources

What is Data Sources?

External or uploaded lists that populate dropdowns, multiselects, or radio buttons in forms, also known as "Lookups."

How it works

Admins upload or connect to data sources (e.g., CSV files, Salesforce, SharePoint). Forms reference these sources to display up-to-date options for users.

Value

Reduces manual entry, increases accuracy, and allows instant updates to form options without modifying the form itself.

Data Destinations

What is Data Destinations?

Configurations that determine where submitted form data is sent-such as cloud storage, enterprise systems, or notification services.

How it works

Admins set up destinations (e.g., Salesforce, Microsoft 365, ServiceNow, HTTP endpoints) and map form fields to target system fields. Data is routed automatically upon submission.

Value

Automates data flow, eliminates manual re-entry, and integrates field data directly into business systems for real-time processing.

Data Reference Expression Language (DREL)

What is DREL?

A specialized language for referencing form data and metadata in expressions, used for naming, filtering, and mapping.

How it works

Form designers use DREL Data Reference Expression Language (DREL) is used to get form data and metadata and add it to a string, such as dates, usernames, or answers to questions in forms. syntax to pull answers and metadata into strings, filenames, filters, and destination mappings, including advanced references for repeatable sections.

Value

Enables powerful automation, dynamic document generation, and precise data routing without custom code.

Microsoft 365 Integration

What is Microsoft 365 Integration?

Built-in connectors for integrating TrueContext with OneDrive for Business and SharePoint.

How it works

Admins configure Data Sources to pull data from, or 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. to send data to, Microsoft 365 services. This includes updating SharePoint lists or storing documents in OneDrive.

Value

Creates seamless workflows between field operations and Microsoft 365, centralizes data, and streamlines reporting and compliance.

Salesforce Integration

What is Salesforce Integration?

Advanced connectors enabling bi-directional data flow between TrueContext and Salesforce.

How it works

Forms can pull Salesforce data into fields and push submissions to create or update any Salesforce object. Integration supports parent-child object relationships and document attachments.

Value

Bridges field data collection with CRM processes, increases Salesforce data quality, and automates customer and service workflows.

ServiceNow Integration

What is ServiceNow Integration?

A connector for integrating TrueContext with ServiceNow ITSM and business process applications.

How it works

Admins use OAuth to connect, then configure Data Sources and Destinations to pull or push data between TrueContext and ServiceNow tables.

Value

Automates IT and service workflows, ensures real-time updates, and reduces manual intervention in service management.

TrueContext REST API

What is TrueContext REST API?

A set of programmatic interfaces for integrating TrueContext with custom or third-party systems.

How it works

Developers use API keys to securely access endpoints for retrieving forms, data, and metadata, or for automating form management.

Value

Enables custom integrations, supports automation, and extends TrueContext’s capabilities to fit unique enterprise requirements.

Other Integrations (e.g., Slack via HTTP Destinations)

What is HTTP Data Destinations?

A flexible integration point for sending form submission data or notifications to any system that accepts HTTP POST requests.

How it works

Admins configure HTTP endpoints (such as Slack webhooks) as Data Destinations. Upon form submission, data or notifications are posted to the target system.

Value

Enables real-time alerts, broadens integration possibilities, and connects field data with virtually any cloud service.