Dispatch Metadata and Inbox Views
- Available Inbox Views
- Inbox Views: How to Use Views
- Where to find metadata in the form submission
- How to Dispatch into Metadata: Documentation Links
Adding dispatch metadata gives your mobile users key information about the work to be done. This allows them to make more informed decisions about their assigned jobs. When metadata is dispatched, mobile users can easily see the notes, priority, due date, and reorganize by nearest location in their Inbox. This cuts down the time needed to choose a route for the workday, making your people in the field more efficient.
The navigation bar appears in your Inbox when you have forms that have dispatch metadata. The tabs will only appear if you have forms in your Inbox that contain the appropriate metadata, e.g., if you have forms with location data, the Map view will show up, but not the Priority view. There are four possible views:
As a team administrator, you can use any of these types of dispatch metadata to give your mobile users key information.
The List view is the default Inbox view. You can use the Search to filter any results at need. The only dispatch metadata shown in the List view are Notes.
Dispatch The term "dispatch" refers to the act of sending a form to a mobile user or customer. Typically, a dispatched form includes some information pre-filled to give the recipient context for the work to be done. Dispatch can be manual or automated (using a Dispatch Data Destination or the TrueContext REST API). notes appear beneath the dispatched form's name. They appear in every Inbox view. Notes can be used for information such as:
Notes are limited to 256 characters, including spaces.
This view shows the form with the nearest due date at the top. If no dispatched forms contain a due date, this view will not be shown.
Any forms without due dates will be shown at the bottom. Due dates can contain:
Examples of using due dates are:
This view is also searchable to further filter results if needed.
The Priority view appears if your inbox contains dispatched forms with priorities set. If your inbox does not contain any forms with a dispatched priority, this view will not be shown.
Dispatchers can set three priorities: Low, Medium, and High. High priority dispatches will be shown at the top of this view, followed by Medium priority dispatches, and then by Low priority dispatches. Dispatches with no priority will be shown at the bottom. An example of using priorities is:
The full date and time are shown beneath the dispatch notes for the dispatched form.
This view plots all the dispatched forms with location data on a map. If your inbox does not contain dispatched forms with location data, this view will not be shown.
Standard gestures allow you to zoom in and out on the map. When selected, the pins show the dispatch notes and two options:
Some common uses of this view are:
A banner at the bottom of the map will display how many dispatched forms do not have location data.
To look at your dispatched metadata for any data record:
Navigate to the Data page.
Select the desired form submission.
Find the Dispatch Metadata Dispatch metadata is additional information that helps users prioritize their work. Dispatch metadata includes job notes, priority level, due date, and location. Admins can combine any number of these items when they dispatch a form. Users see this information when they check their Inbox. header. All your dispatched metadata will be found beneath this header.
For detailed instructions on how to dispatch into metadata, please find your preferred method of dispatching below: