Assign an Incomplete TrueContext Teamwork-enabled Form
The 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. feature enables mobile users to transfer incomplete forms directly to other users or submit them as incomplete. Other users can claim incomplete forms or supervisors can assign them from the Web Portal. This topic describes how to assign an incomplete form using the Web Portal.
Available on the Enterprise tier only:
Tip:If you want to assign an incomplete form that currently has an assignee, first unassign the incomplete form, and then assign the form. Keep in mind that when you unassign a form you will lose any work that the assigned user started.
Assign an incomplete TrueContext Teamwork-enabled form
You can assign any unassigned form to a specific user.
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Go to
Data & Analytics > Submissions (by Form) > FormName > Continue
or
Forms & Integrations > FormName > Go to submissions
Result: The Web Portal displays the Form Submissions page for the selected form. By default, The Form Submissions page displays form submissions from the last 30 days.
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Select a Form Submission from the Reference # column.
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On the Form Submission Details page, select the reference number, and then select Assign to a User.
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Select the user to assign to, and then select Send.
Result: The state changes to Incomplete (Assigned).
