Refresh Form Version and Data in the Mobile App

Refresh on Form Open is a form setting that helps to ensure you get the most recent form version and data in the TrueContext Mobile App. This topic describes how the refresh works and the alerts displayed if a refresh fails.

Available on the Enterprise tier only:

Contents

• Refresh Form Version and Data in the Mobile App
  • How a refresh works
  • Alerts and options when a refresh fails
  • Differences between Reconcile and Refresh

How a refresh works

If your admin set up a form to Refresh on Form Open, you might see an alert when the form opens.

Note:Your device must be online when you open the form. If you started a Reconcile The term "reconcile" refers to a send/receive action between the mobile app and the TrueContext server. This synchronizes new form versions, data sources, and dispatches from the Web Portal to the mobile app to ensure that mobile users are working with up-to-date resources. This also synchronizes new form submissions from the mobile app to the Web Portal to ensure that work completed by a mobile user gets properly submitted and sent through data destinations. A reconcile can be manually or automatically initiated and requires network connectivity. (Sync) before opening the form, the refresh starts after the reconcile finishes.

The app displays a progress message when the refresh starts:

TrueContext checks and updates the following types of form data:

• The latest version of the form.

• Any Resource Images and Resource Documents used in the form.

• Data Source values from the most recent fetch.

• User lists for 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 that field users can transfer directly to another user.

If the refresh completes successfully, you can start work on the form.

Alerts and options when a refresh fails

If the refresh fails, the app can display an alert. The alert message and your options depend on the form setup and type of failure.

Form setup	Reason for failed refresh	Alert displayed on the Mobile App	What you can do
Ignore	Device is offline	None	Start work on the form.
	Network or system error	None
Warn	Device is offline		One of the following: Move to an area where you have network connectivity and try again. Start work on the form with the version and data you already have. Note: If you Continue, you risk not having the most recent form version and data. For example, if your admin updates the options in a Dropdown question, you won’t have the latest options. If you Discard and try another refresh, make sure that your device is online.
	Network or system error
Block	Device is offline		Move to an area where you have network connectivity and try again. You must refresh before you can start work on the form.
	Network or system error

Differences between Reconcile and Refresh

• The Reconcile (or Sync) action performs a send/receive between the TrueContext Mobile App and the TrueContext server. This synchronizes all new form versions, Data Sources Data sources, also known as "Lookups", are external sources of data that you upload or connect to TrueContext. You can reference this data in a form to populate answers or answer options. Data sources save typing, reduce errors, and make it easy to provide mobile users with only the relevant, most current data., Resources, user lists, Dispatches, and the Outbox.

  Info:The topic Reconcile or Send/Receive describes the reconcile action in more detail, including when the app reconciles automatically.

• The Refresh on Form Open action checks and updates the form version and related data for a single form. The refresh happens when you or another app on your device attempts to open the form. Unlike a reconcile, this action does not send data from the Mobile App to the server.