In-Form Navigation

Contents

• In-Form Navigation
• About
• Basic In-Form Navigation
• Index Pages
• "Help" Content
• The In-Form Menu

About

The TrueContext Mobile App allows field users to quickly and easily fill in and submit forms. As such, this core functionality is simple and intuitive to use.

The specific look and content of the form will be based entirely on what has been configured by the TrueContext administrator. A few screen captures of very basic sample forms are shown here and are in no way intended to be representative of the content that may be displayed on your forms.

Tip:You can use a Bluetooth keyboard that’s connected to an iOS device to navigate through a form.

Basic In-Form Navigation

Open a Form

In the Forms list, simply tap on the name of a form to open it.

Select a language

If your team has the Multi-Language Forms add-on, you might see the option to select a language. The language that you choose applies to the page, section, and question text displayed in the form. Some parts of the form might still display in the language used by the Form Designer when they built the form.

Note:Once you open a form and select a language, you can’t change it later.

You can also choose to set a preferred language. This option automatically opens new forms in the selected language if the form is set up for that language.

Tip:As with all app settings, the preferred language only applies to your settings on this particular device.

Info:The topic Language Settings and Translations: How TrueContext determines the language to display provides more information about the language settings on your device.

Navigating between pages

Navigating between pages is by touch and swipe. To move to the next page, simply tap on the right side of the screen and drag to the left.

It is also possible to navigate using the arrows on the top right of the form. On iOS, left will go backwards in the form, and right will go forward. On Android 6.8 and above, the arrows are also right and left.

Submit a Form

On Android, use the arrow button at the top right of the form to submit.

On iOS, enter the Index/Page Listing and select Send on the top right to submit the form.

Index Pages

iOS	Android

On the Page Listing screen, users can view the pages in the form. The Page Listing is accessible by tapping the back arrow in any form.

• When the Index is enabled, the Page Listing shows all pages in the form and the user can skip ahead.
• When the Index is disabled, the Page Listing will only display pages already visited by the user. The user cannot skip ahead.

Read more about the Index page in a form.

"Help" Content

Help content in mobile forms allows users access to support and other resources out in the field. Any question in the form can include a link to YouTube videos, TrueContext Support articles, or work instructions, reference tables and images.

A question with help content associated will have a question mark next to it.

iOS	Android

The In-Form Menu

iOS	Android

iOS Devices:

To access form options, press the button at the top left of the form to access the Index or Page Listing.

Close on the top left of the Page Listing screen displays two options:

• Delete Draft A draft form is a partially filled-out form saved on a device, or a preliminary version of a form that's been saved but not deployed in the Form Builder., which will discard the form and all information entered in it. This cannot be undone.

• Save as Draft, which will save the form in its current state. It can be accessed in the Drafts screen of the app.

  Info:It’s important to regularly save a draft as you work through a form. The topic Save a Draft in the TrueContext Mobile App describes in detail how to save and open a draft.

Summary on the bottom left of the page listing allows a user to view a form before submitting it. This is useful for checking that all data has been entered correctly, or for showing a customer a view of all data entered before asking them to sign off.

Send on the top right of the page listing submits the form to data destinations and the TrueContext server. Once a form is submitted, no changes can be made. This cannot be undone.

Android Devices:

There are two buttons available in Android:

Send: Submits the form data to the TrueContext server.

Menu: Opens two additional options: Close or Summary (if enabled for the form). Close will offer three choices: Cancel: Returns to the open form. Discard: Deletes the open form and all its data from the device. This data is not recoverable. Save: Saves the current form data as a draft, which can be accessed through the Drafts screen for later editing. Info:It’s important to regularly save a draft as you work through a form. The topic Save a Draft in the TrueContext Mobile App describes in detail how to save and open a draft. The Summary can also be accessed by the side navigation bar.