How to Use Identifiers in an App‑to‑App Call

Info:Keep in mind that:

This topic describes the form identifiers that you can use in an App‑to‑App call. It also explains how to find a resource identifier.

Available on all tiers:

Essentials
Advanced
Enterprise

Form identifiers

As a form progresses through a workflow, it moves from one location (“list” or “tab”) on the TrueContext Mobile App to another. For example, a user can open a form from the Forms list, add information, and then save it to Drafts.

The following table describes the location-identifier combinations at various stages in a form’s workflow.

Form stage Location on the TrueContext Mobile App Identifiers to use in an App‑to‑App request Description
Saved and deployed by a form designer Forms formID

Identifies the form. In an App‑to‑App request, this is the most recently deployed version of the form.

formIterationID

Identifies the form and version of the form.

Dispatched Inbox dataRecordID

Identifies the form based on the ID assigned by the TrueContext server.

Dispatched, opened, and saved
Sent for edit
Sent for edit, opened, and saved
Opened for edit from the Sent box, and saved
Opened from the Forms box and saved as a draft Drafts clientDataRecordID

Identifies the saved form by the ID assigned by the TrueContext Mobile App.

Tip:The only way to get the clientDataRecordID is to send an App‑to‑App request that includes an x-success callback parameter (supported on the Advanced and Enterprise tiers).

Sent (complete) Search N/A

The search action searches the text of the form submission name only.

Note:“Incomplete” applies only to teams on the Enterprise tier with TrueContext TeamworkClosed 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.

Sent (incomplete)

Resource identifiers

Info:The Resource Library must be set up for your team, and individual resources must be set to Visible in Resource Library. The topic Set Up the Resource Library describes the process in more detail.

You can find a resource identifier in the TrueContext Web PortalClosed The TrueContext Web Portal is a web application used to manage security settings, forms, FormSpaces, other users, Data Sources, and Data Destinations..

  1. Go to Forms & IntegrationsClosed Integration refers to secure communication and data sharing between TrueContext and a third-party system, such as Salesforce or ServiceMax. Connections, Data Sources, Data Destinations, and App-to-App calls and callbacks can be used as part of an integration solution. > Resources.

  2. Select the resource that you want to identify in your App‑to‑App call.

    Result: The browser URL includes the resource identifier, as shown in the following example.

    URL https://live.prontoforms.com/formspaces/formspaceID/formresources/1234567891, where 1234567891 is the resource identifier

  3. Copy the resource identifier to use with the open action. The following example shows the resource identifier syntax in bold.

    truecontext://x-callback-url/open?type=resourcelibrary&resourceID=1234567891