Data Destinations Overview

About

Data DestinationsClosed 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. control where data is sent when a form is submitted. Data is automatically routed to the chosen service in the format of your choice, making data sharing and storage an automated process.

Data Destinations can:

  • Deliver information in structured data formats, such as XML and JSON.
  • Route form submission data to cloud and enterprise services.
  • Create and update records in field-based systems such as Salesforce and Microsoft SharePoint.
  • Email user-friendly PDF or Word documents to customers.
  • Send notifications through SMS or social media.

One data destination can be linked to any number of forms in the same FormSpaceClosed 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.. Multiple Data Destinations can also be linked to the same form, allowing your data to be delivered to a variety of locations simultaneously. Don't want your forms sent anywhere? You can still download them from the portal.

The following video shows you the basics of how to set up a Data DestinationClosed 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. using the example of a Box account.

Data Destinations that Require a Document

The following table describes the Data Destinations that support or require a document.

Requires a Document Can have a Document, but is not required Not compatible with Documents
Microsoft SharePoint Server Amazon Glacier Amazon SNS
Salesforce Apex REST Amazon S3 Google Sheets
ShareFile Box Dispatch
WebDav (HTTP PUT) Customer Feedback Microsoft SharePoint List
  Dropbox SMS
  Email Zendesk Ticket
  FTP/Secure FTP  
  Google Drive
  HTTP  
  HTTP File Upload  
  Microsoft OneDrive  
  Microsoft OneDrive for Business  
  Microsoft SharePoint Document Library  
  Salesforce (except Apex REST)  
  ServiceNow Table  

Testing and Troubleshooting

Data Destination Types

Generic Backend Integration

System Integration

Cloud Service Integration

Salesforce

Currently, TrueContext works on Salesforce API version 24, except for the Custom Object destination, which is up to version 42.

ServiceNow