Set Up Transfer to Myself
With the Transfer to Myself feature, mobile users can submit incomplete TrueContext Teamwork
TrueContext Teamwork is an Enterprise tier feature that enables mobile users to transfer incomplete forms for other users to complete as part of a multi-user workflow. This can be useful for jobs that require someone else's expertise or that span multiple shifts.-enabled forms while keeping the record assigned to them. To do this, they transfer the form and select the option Myself. This sends a copy of the ongoing work to the server, making it available on any of the user’s other devices. Additionally, supervisors can view incomplete work from the TrueContext Web Portal The TrueContext Web Portal is a web application used to manage security settings, forms, FormSpaces, other users, Data Sources, and Data Destinations.. This topic describes how to set up your form to enable Transfer to Myself.
Available on the Enterprise tier only:
Contents
Prerequisites
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Your TrueContext Team must be on the Enterprise tier.
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You must be an Admin user or a User with Can Create 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. -
Your users must have the Mobile App version 25.2 or later.
Steps to set up Transfer to Myself
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From the Forms & Integrations menu, navigate to the form you want to configure.
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Select Edit Form.
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Select Settings, and then select the Workflow Settings.
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In the TrueContext Teamwork section, select the option Allow users to transfer incomplete forms directly to another user.
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SAVE AND DEPLOY your form when you’re ready to make it available to your users.