Dispatching Overview

Contents

• Dispatching Overview
• About
• Dispatching Methods
• Important Points to Note About Dispatching

About

With TrueContext dispatching functionality, a partially completed form can be directed to the mobile device of a specific user. The administrator of the dispatch selects the recipient user, the mobile form to use, and which questions on that form will have prefilled answers. This functionality is commonly used to allow an administrator to fill out customer or job information (like a name, job site, address, and contact information). This can then be sent to a mobile user, providing them with important information and helping them arrive prepared for their next site visit.

Dispatching Methods

TrueContext supports three methods for dispatching forms:

• Dispatch Forms to a User

  We make it quick and easy to dispatch forms to users from the Web Portal. Use the portal's user-friendly dispatch interface to dispatch to a single user, or dispatch to multiple users at once with a CSV file that is customized for your form.

• Dispatch a Form with the API

  Use the API to automate dispatching from your back-office systems direct to your mobile work force.

• Dispatch Data Destination

  Dispatch forms to users on-the-go from a mobile form, with no .csv files to upload. This is only available on Enterprise and Advanced Tiers.

Important Points to Note About Dispatching

There are a few additional aspects to consider when setting up your TrueContext solution for dispatching.

Always Dispatch, Optionally Dispatch, or Never Dispatch?

With each mobile form, you can specify whether it is eligible for dispatching or not. By default, a form does not allow dispatches. For instructions on configuring a form for dispatching, including whether a user can decline dispatches, refer to the topic Set Up a Form for Dispatching.

Question Types and Other Constraints Affecting Dispatched Values

It is up to the dispatcher to ensure that all prefilled answers will work with the constraints defined on the form. If there are problems with the dispatched data (for example, a name is dispatched to a question that requires a phone number), the dispatch will be rejected with an error message. For important details on questions configurations and answer value formats, please consult Supported Question and Data Types for Dispatching.