Glossary
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An active form is a form that a form designer saved and deployed. Depending on your configuration settings, a mobile user can open an active form from their Forms box (user-initiated) or Inbox (dispatched).
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An Answer Exception is a form feature that displays color-coded feedback when a mobile user selects or enters an answer. Answer Exceptions typically show an inspection status (pass/fail) or prompt the user for additional information. Color-coding notifies the user of the Exception's severity.
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An API Key is used to authenticate calls to the TrueContext REST API. An admin creates the API Key in the TrueContext Web Portal to generate the necessary credentials to connect to the API.
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An App‑to‑App allow list is a list of URLs and third-party applications that can receive data from TrueContext in a callback.
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A callback is the TrueContext response to a call from another app. Form designers can create custom callback parameters to push specific answers and metadata from the TrueContext Mobile App to the calling app.
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App‑to‑App communication is a way to exchange data between apps on a device, even if the device is offline. App‑to‑App communication includes both inbound requests to the TrueContext app and, on the Advanced and Enterprise tiers, outbound “callbacks” to an allowed domain or app.
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An Archived form is a form or form version that is no longer in use (no longer "Active"). A mobile user can't access an Archived form. You can manually archive an Active form in the TrueContext Web Portal. You can also activate a previously Archived form.
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A bulk dispatched form is a form sent to multiple mobile users with partially filled information (such as customer contact information) to provide context to the users. TrueContext Admin users download and complete a CSV template to specify which users receive the dispatched content.
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The term "compact view" refers to a Summary Table in a Repeatable Section. The compact view displays the Summary Table "inline" with the rest of the form. The "full view", by contrast, displays only the Summary Table.
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Conditional logic is a tool in the Form Builder that establishes the workflow of a form. By using the "If This, Then That" structure, questions or sections will be displayed, hidden, or automatically populated based on answers to preceding questions.
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A Connection is an integration point that's used to link a TrueContext Data Source or Data Destination to an external service to import or export data. Data Destinations and Data Sources that share the same external service can also share the same Connection.
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A corporate login (also Single Sign-On or SSO) allows users to sign into the TrueContext Web Portal and apps by authenticating the user's login through an identity provider (IdP), such as Okta or OneLogin. Users must initiate SSO from the TrueContext Web Portal or Mobile App.
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App‑to‑App custom callback parameters are user-defined parameters that indicate which answers and metadata to pass from the TrueContext app to another app on a user’s device.
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Customer Feedback Forms are browser-based, can be used on any platform, and are available to customers and third parties by means of a URL link. They don’t require an app download or a user login.
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A Data Destination specifies where to send data from a submitted form. You can use Data Destinations to automate data sharing and storage, routing data to a specific service (such as email or cloud storage) in several different formats.
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A Data Destination specifies where to send data from a submitted form. You can use Data Destinations to automate data sharing and storage, routing data to a specific service (such as email or cloud storage) in several different formats.
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A data flow state describes how data from a dispatched or submitted record moves between the Web Portal and the Mobile App. For example, a record might have a data flow state of "Downloaded".
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Data freshness refers to how up-to-date your data is. In TrueContext, data freshness applies to form versions and other data that the form uses, such as Resource Images and Documents, Data Source values, and lists of users who have permission to access the form.
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A Data Record is a dispatched or submitted form, or a form saved as a draft on the user's device. Each data record has an associated reference number - a dataRecordID on the server and a clientDataRecordID on the device.
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A Data Record Naming expression provides a way to create a unique name for dispatched, saved, and submitted forms. The naming expression also applies to forms that a user saves as draft on their device. A customized name helps you and your mobile users quickly search for and identify forms.
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See "Router Setup Property"
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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.
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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.
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Data types describe the format in which a user answers a question. For example, a user might enter a name (Text) in one question, and a dollar amount (Currency) in another. A data type also supports validation (making sure that mobile users enter a valid email address format, for example).
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Options-based questions have a display value and a data (server) value. The data value is the answer submitted to the TrueContext server. The Form Designer can choose whether the display and data values are the same or different.
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A deployed form is a newly created or updated form that's available for users to work on and for a supervisor to dispatch (active). Deploying a form makes the form active with no pre-filled information.
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The term "dispatch" refers to the act of sending a form to a mobile user or customer. Typically, a dispatched record includes some information pre-filled to give the recipient context for the work to be done. Dispatch can be manual or automated (using a Dispatch Data Destination or the TrueContext REST API).
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Dispatch metadata is additional information that helps users prioritize their work. Dispatch metadata includes job notes, priority level, due date, and location. Admins can combine any number of these items when they dispatch a form. Users see this information when they check their Inbox.
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Options-based questions have a display value and a data (server) value. The display value is the answer shown in the Mobile App. The Form Designer can choose whether the display and data values are the same or different.
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A draft form is a partially filled-out form saved on a device, or a preliminary version of a form that's been saved but not deployed in the Form Builder.
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Data Reference Expression Language (DREL) is used to get form data and metadata and add it to a string, such as dates, usernames, or answers to questions in forms.
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Enterprise customers can set fallback values when they set up a Time-Based Math question. If a referenced question isn’t answered and doesn’t have a default value, the Time-Based Math calculation uses the fallback value.
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The Form Builder is the tool that form designers use to create forms. In the Form Builder, accessed from the TrueContext Web Portal, form designers can add and edit pages, sections, and questions, as well as attach data destinations and configure the form's settings.
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A Form Definition is a template for an actual form or record that field users interact with. Using the Form Builder, you define the structure, layout, fields and data types, and logic of a form. A Form Definition also specifies resources available to users on their devices, such as Images and Documents, and mappings for data brought in from external sources.
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The Form Diagram is a visual overview of a selected form version found in the TrueContext Web Portal. The diagram provides details on the form's inputs and outputs and displays the user groups that can access the form.
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Form Properties is a tab that an admin can access on a form's overview page in the Web Portal. The form properties include various settings and configuration, including Mobile App behavior and how the user interacts with the form.
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A form submission is a dispatched or submitted form.
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A form submission version is a record of the changes a user made to a single Form Submission. The system creates a new form submission version when a form is dispatched, transferred as incomplete (TrueContext Teamwork only), edited, or submitted.
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Form tags are a feature that form designers can configure to provide a way for users to filter lists of forms in any of the mobile app tabs.
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The Forms Library is a resource available to form designers that provides a list of customizable form and Data Source templates. Users can select a form from the Forms Library when they create a new form.
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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.
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FormSpace permissions define what members of a user group can do within a FormSpace. For example, permissions control whether group members can submit forms on the Mobile App or manage work in the Web Portal.
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The term "full view" refers to a Summary Table in a Repeatable Section. When a field user selects the "View All" option, the table opens in full view, and no other part of the form is visible. The "compact view", by contrast, displays the Summary Table "inline" with the rest of the form.
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The Group Inbox on your mobile device is a list of records that were sent to a group or FormSpace. If you're available, you can claim a record to work on from the Group Inbox.
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Help Options are ways to add help content, such as YouTube videos, web pages, text, or images, to questions in a form. Mobile users simply tap the help icon next to a question to see the help that the form designer provided.
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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.
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A key-value pair is a set of two related data elements. The first element identifies the type of data, such as "name". The second element identifies the actual value, such as "Elizabeth".
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Lookup questions are options-based questions that "look up" the list of options from a Data Source. These include Dropdown, Radio Button, and Multiselect questions.
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The term Mobile App framework refers to the built-in navigation, messages, and notifications displayed on the iOS, macOS, Android, and Windows apps. The framework does NOT include the content of the form itself.
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Mobile app tabs refer to the options that a user can access from the app's home page. By default, the app displays four tabs: Forms, Inbox, Drafts, and Sent. Admins can modify the Team Settings to change which tabs are visible in the Mobile App.
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Mobile Search is a feature that enables mobile users to display a list of forms submitted by themselves or other users and, if configured, incomplete TrueContext Teamwork-enabled forms. A user must be connected to a network to perform a mobile search.
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A Multi-Column View is an Enterprise-tier display option for options-based questions that reference a Data Source. The Multi-Column view displays more than one column from the Data Source to help users select the right answer.
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A Multi-Language Form is a form that’s set up with different translations so that field users can choose their preferred language. Translated content includes page and section names, question text, help text, and other form content.
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A Multicolumn Layout is an Enterprise tier option for questions in a Regular Section. This highly flexible layout gives form designers control over how question are displayed on the Mobile App.
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Options-based questions are questions that display a list of options for field users to choose from. These include Button Group, Card List, Dropdown, Multiselect, and Radio Button questions.
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Partitions are an Enterprise tier-only filter tool for large data sources. With partitions, users working on a form will only receive data that's relevant to them. There are two kinds of partitions: Dynamic and Regex.
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A passcode lock is an added security feature that field users can set up on their Mobile Apps. A passcode lock ensures that only the user who knows the passcode can access the data. Touch ID and Face ID are supported on iOS and macOS versions of the Mobile App.
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A Problem Contact Email Address is an email address an Admin defines in their team settings. If an issue occurs, such as network problems that cause a data destination to be inaccessible, TrueContext sends an email to the Problem Contact Email Address. An Admin can override the team setting and specify a different email address at the FormSpace level.
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A push notification is an automatic message sent to users to inform them of an update to the content of their TrueContext Mobile App. A team admin can enable or suppress push notifications.
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Question type refers to the format of a question in a form, such as a text field, dropdown, audio recording, or radio button, among others. Question types are chosen when adding questions to a form in the Form Builder.
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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.
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A Regular Section is a set of related questions grouped together for easy reference. The data captured is “non-repeating”. That is, field users enter a single instance of each answer.
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A Repeatable Destination is a TrueContext Data Destination that sends data from a Repeatable Section to a field-based, third-party system.
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A Repeatable Section is a subform that contains a set of related questions. The data captured is “repeating”, because the field user can complete the same subform more than once, which creates multiple entries.
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The Resource Library enables you to build a digital, multilingual, and searchable knowledge base that contains your organization’s essential content. Available to your mobile users in the Mobile App, the Resource Library simplifies the distribution, discovery, and use of critical information—such as manuals and schematics—to support your field technicians in their work.
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The Router Setup property provides a way to divide long strings of data into smaller substrings. You can then use those substrings to populate other questions.
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The Salesforce Apex REST is a type of Salesforce Data Destination that enables TrueContext to interact with Salesforce by means of an Apex REST API endpoint. If using an Apex REST API endpoint, developers can write APEX code to send custom messages that pull specific data from submitted forms.
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The selected form language is the language chosen when a user, dispatch, or App‑to‑App call opens a Multi-Language Form.
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Options-based questions have a display value and a data (server) value. The data value is the answer submitted to the TrueContext server. The Form Designer can choose whether the display and data values are the same or different.
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Side-by-Side Sections display questions and answers in a condensed, two-column layout. This can make it easier and faster for field users to scan, complete, and confirm the answers in a form.
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The term Source Language refers to the language that you use when you build a Multi-Language Form or Document. Translation files contain text strings in the source language and another column for the string translations that you add.
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The summary table is how answers display for repeatable section questions in a form. Each submitted answer occupies a row in the table, which allows users to quickly scan and find information.
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The Team Settings page is the page where an admin can manage their team's account and edit certain information, such as assigning a Problem Contact Email Address, toggling push notifications, and viewing the account's billing information.
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A template-based section is an Enterprise tier tool that enables form designers to easily create and edit sections for forms with repeated structures. Template-based sections help create a consistent workflow for users, while saving form designers time by only having to edit questions in one place.
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The TrueContext REST API enables developers to update and manage data communicated between TrueContext and their external, third-party systems. Admins can call our API endpoints after they set up an API application and API Key.
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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.
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The TrueContext Web Portal is a web application used to manage security settings, forms, FormSpaces, other users, Data Sources, and Data Destinations.
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A Unique ID refers to the specific identifier of a question, form page, form section, or Data Destination. Unique IDs are used as reference points when pulling data for conditional logic, Analytics projects, Data Destinations, and Documents.
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A group is a collection of users in a TrueContext team. Team admins assign users to their groups, and group settings determine what permissions users have for accessing forms. Users must be in a group to access forms.
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User roles determine the areas of the Web Portal that a user can access. There are three role types: Mobile-Only User (can submit forms in the mobile app and change their password in the Web Portal), User (can submit forms in the mobile app and access tools in the Web Portal, depending on their FormSpace permissions), and Admin (can do the same as users, plus create and edit forms in the Form Builder, and more). An admin can change a user's role in their user profile.
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The term "white label" refers to a paid-for engagement that provides customers with a custom build of the TrueContext mobile app. This custom app can include changes to the TrueContext icon appearance to show the customer's logo and name on their user devices.
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The workflow state describes the current stage in a workflow as a result of the last action taken on a record. For example, a record might have the workflow state "Dispatched".
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The workflow status describes how a record moves through your company’s workflow. All statuses include a workflow state, and some also contain the data flow state or completion result.
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What You See is What You Get. The input looks similar to the output.
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As part of an App‑to‑App call to the TrueContext app, x-callback parameters provide a way to launch and send data to the calling app. These include x-success, x-cancel, and x-error parameters.
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