Submit a Form

Available on all tiers:

Essentials
Advanced
Enterprise

Contents

Note: Read about submitting forms on Android devices here.

About

Completing and submitting mobile forms from a smartphone or tablet is easy and intuitive. Users can collect rich data like signatures, images, and barcodes, and embed these in forms.

A number of sample forms related to your industry will automatically be available in your Forms screen.

Watch the video below to see how to submit a form with the Mobile App.

Tip:It's possible to navigate form submissions using a Bluetooth keyboard connected to your device.

Reconcile

ReconcileClosed 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. (Send/Receive) in the TrueContext Mobile App before filling out forms. This ensures you have the most recent data available.

The Reconcile button can be found:

  • At the bottom left of the Home screen on iOS devices

  • In the TrueContext menu (accessed through the Android Menu button) on Android devices

Fill Out a Form

 Select Forms on the home screen where all available forms are listed. Tap on the form you want to fill out to open it.

Different types of questions ("control types") determine how information is collected, and what kind of information can be entered. For example:

  • Plain textboxes are displayed as a black line. Tap and enter an answer using the keyboard that appears.
  • Dropdown controls are displayed as a blue rectangle. Tap and select an option from the list.
  • Date/time selectors are displayed as a blue rectangle. Tap and choose a date/time using the scroller.
Additionally, different Question Restrictions affect how you interact with questions.
  • Required questions must be answered before you can go to the next page. They are distinguishable by the asterisks (*) beside them.
  • Read-only questions are prefilled, and you cannot edit the answer. They are distinguishable by their light gray text.
Tap on the white box below the question to answer it.
  • Different question types control the information you can enter.
  • "Required" questions must be answered before you can go to the next page.
  • "Read-Only" questions are prefilled, and you cannot edit the answer.

Navigation between pages can be done either by touch and swipe, or by using the up and down arrows at the top right of the page.

  • Swipe left / tap down to go to the next page.

  • Swipe right / tap down to go to the previous page.

Submit the Form

 A Send button will appear on the index page of the form.
  • Tap this button to submit the form.
  • Once you submit a data record, no changes can be made to it.

  • The app will reconcile after you submit the form.
  • You will be notified when the form reaches the Web Portal.

View Sent Forms
  • Enter the Sent tab to view submitted forms.
  • See the status of a submission, as well as the date and time submitted.

  • Tap on the form for options.
  • Select a file format to view your form in.
Tap the share button to open a list of sharing options

The document will open on your device.

  • The appearance of this document can be customized in the Web Portal.

  • Use the Share button on the top right to open the sent document menu.

Note: In addition to being able to view your submitted forms in your Sent box, you will also receive an email with a PDF of your submitted data. This email will be sent to the email address you provided when signing up for TrueContext, and the PDF is exactly the same as what you will see in the Sent box.