Use Form Tags in the Mobile App to filter a list of forms

Field technicians can use tags to quickly find a specific form in the TrueContext Mobile App Forms, Inbox, Drafts, and Sent lists. The Mobile App displays the forms that match All or Any of the selected tags. Form designers decide which tags to add to each form. This topic describes how users change the filter options from All to Any and how to select form tags.

Available on all tiers:

Prerequisites

• You must be a mobile device user with Can Submit FormSpace 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. permissions.

• You must have access to forms that have tags added by your supervisor.

  Info:The topic Set Up Form Properties describes how to add tags to each form.

Steps to filter a list of forms by tags

1. In the TrueContext Mobile App on your device, select Forms, Inbox, Drafts, or Sent.

   Result: The app displays a list of available forms.

2. Select the tags icon as shown in the following example.

   Tip:The app only displays the tags icon if the form designer configured tags for at least one form in the list.

   

   Result: The app opens a list of tags you can select.

3. Do you want to display forms that match All the tags that you select?

   • If yes, select All.

   • If no, select Any to display a list of forms that match at least one of the selected tags.

4. Select the tags you want to filter by. In the following example, the user selects the All filter option and the “campus” and “inspection” tags.

   

5. Select Done to apply the filter.

   Result: The app displays a list of matching forms based on the filter option:

   • If you selected All, the app displays a list of forms that match both the “campus” and “inspection” tags.

     

   • If you selected Any, the app displays a list of forms that match either the “campus” or the “inspection” tags or both.

     

Related topics

• Set Up Form Properties

• TrueContext Quick Start