Unassign 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 submit forms as incomplete or transfer them directly to other users. If a form is currently assigned to a specific user, you can unassign the form to make it available to other users or to assign it. This topic describes how to unassign an incomplete form using the Web Portal.
Available on the Enterprise tier only:
If a user is currently assigned to an incomplete form, either by claiming it, having it transferred to them, or having it assigned to them, you can unassign the form. This makes the form available to other users.
Warning:If the assigned user has started to work on the form, you will lose any changes that user has made to the form when you unassign it.
For example, you might want to unassign a form when the currently assigned user is out sick or can’t complete the work.
Note:You must unassign an incomplete form before you can assign it to another user.
Unassign an incomplete TrueContext Teamwork-enabled form
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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 Unassign From User.
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When prompted, select Confirm to unassign the form.
Warning:If the assigned user has started to work on the form, you will lose any changes that user has made to the form when you unassign it.
Result: The state changes to Incomplete (Unassigned).
