Transfer to Myself

With Transfer to Myself, mobile users can submit incomplete TrueContext Teamwork TrueContext Teamwork is a 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 while keeping the record assigned to them. They transfer the form and select Myself. This makes the incomplete record visible to supervisors in the TrueContext Web Portal The TrueContext Web Portal is a web application used to manage security settings, forms, FormSpaces, other users, Data Sources, and Data Destinations.. It also triggers Data Destinations 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. set to execute for incomplete records. The topics in this section describe how to set up and use Transfer to Myself.

Info:If you want to continue your drafts across your signed-in devices, Work Anywhere A feature that automatically syncs a mobile user's saved drafts across the devices they're signed in to. is the simpler path. To learn more, go to Work Anywhere Overview.

Available on the Intelligent and Elite tiers: