iOS Client Settings
You can use the TrueContext Mobile App as soon as you install it—just open the app and sign in. For more information and setup options, navigate to your Settings. You can check the app version, change notifications, reset your password, add a passcode for extra security, or get help from Support. This topic describes the options and information available in the iOS app settings.
Contents
Access the Settings
You can start work right away without changing any of the default settings. Some of the settings that you might want to check include:
Setting | Description |
---|---|
Change Password | Reset your account password. |
Log Out | Sign out and delete any Drafts and forms in your Outbox. |
Contact Support | Get help by phone or email, or go to our self-service website. |
Application Settings | Customize how you capture and display information on your app, including alerts for specific actions. |
Passcode Lock | Set up an app-level passcode for added security. |
To access the TrueContext Settings, select the gear icon on the lower right of the Home screen.
Account
Username
This shows you the username of the signed-in user. If the app shows the wrong username, sign out, and then sign in with the correct username.
Change Password
You can change your account password from the app—you don’t have to go to the Web Portal to change your password. Use your new password the next time you sign into the app or Web Portal.
Tip:You must know your current password in order to create a new one. If you can’t remember your password, select Forgot Password and enter your email address. The system sends you an email that includes a link and instructions to reset your password.
Account Details
This page lists your team and user information. You can also view and edit your contact information here.
Tip:Once you save your new contact details, you can’t edit them again on the app. Instead, sign in to 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. to make further changes.
Log Out
This action logs you out of the Mobile App. When you log out, the system permanently deletes all Drafts and Outbox forms and resets app settings to their default values.
Note:Deleted data can’t be recovered.
Support
Contact Support
Select the Support email address, phone number, or URL to start an email, phone call, or web browser. By default, this is the contact information for TrueContext Support, but a TrueContext Admin user can customize this information.
Application Settings
Image Quality
Image resolution (Image Quality) and file size (Image Compression) both affect image quality.
Note:Your admin can set a maximum resolution and file size in the question properties. This limits the image and file size, regardless of your app-level setting. If the admin chooses to Use device settings, your app-level settings determine the image quality.
You only need to change the image settings when:
-
Your device is low on storage space.
-
Your admin doesn’t know how large the images should be to display properly.
-
Your admin has selected Use device settings.
The Image Quality setting controls the size of the image itself. The larger the image, the better the resolution (quality). The Medium (default) option works well in most cases.
Tip: Only choose a large image size when you really need to. A form that has lots of large images increases the form submission size, processing times, and data usage on the mobile device.
There are four Image Quality options:
Option | Maximum length of the long edge |
---|---|
Small | 640 pixels |
Medium (Default) | 1024 pixels |
Original | Original resolution and display size |
Custom | Custom value |
Image Compression
The Image Compression setting controls the size of the image file. A higher compression reduces both the file size and the image quality.
Tip:If you choose a higher compression, we advise that you also choose a smaller Image Quality.
Advanced Settings
The Advanced Settings include device and notification options. You don’t need to change these unless you’re getting too many alerts or your network connectivity is weak or intermittent.
Advanced Settings is a nested menu under Application Settings.
Repeat Row Settings
-
Confirm Row Copy
-
Display a prompt to confirm that you want to copy a row from a Repeatable Section 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. Summary Table. The prompt displays when you open an existing entry and select the copy icon. From the Summary Table, you can also swipe the row right and then select the copy option.
-
Confirm Row Delete
-
Display a prompt to confirm that you want to delete a row from a Repeatable Section Summary Table. The prompt displays when you swipe the row left and then select the delete option.
-
Limit Repeat Display
-
By default, the Summary Table in a Repeatable Section displays a row for each entry. Enable the Limit Repeat Display option when you want to show only a limited number of rows. If you’re working in the Repeatable Section and need to show a row that’s not displayed, select View All.
Other Application Settings
-
Audio Quality
-
Change the quality of audio files that you attach to your forms. Medium Quality (the default) should suffice for most recordings.
Note:A higher audio quality increases the file size, which affects the form submission size, processing time, and cellular data usage.The question settings override the Mobile App settings if the admin selects the Enforce audio quality option.
-
Barcode Camera
-
Choose either the front- or rear-facing camera (default) for scanning barcodes.
-
Driving Directions Provider
-
Select the app that you want to use for driving directions. You can launch driving directions from a Geo Location question.
-
Preferred Form Language
-
(Available with the Multi-Language Forms add-on)
This setting shows that you selected the Make this my preferred language option when you opened a form.
To switch off this setting, select Ask me on form open.
Result: The app saves the previously selected language in case you want to use it again.
-
Confirm Send
-
Display a prompt to confirm that your form is ready to send. This gives you a chance to go back and edit the form before you send it.
-
Confirm Receive
-
Display a notification when the TrueContext server confirms that it received your submitted form.
-
Confirm Discard
-
Display a prompt to confirm that you want to discard changes to an open form.
Note:We recommend that you keep this enabled to prevent accidentally losing work that you’ve completed.
-
Confirm Clear
-
For Text Area questions, when you select Clear, display a prompt to confirm that you want to clear your answer. This prevents accidentally deleting long answers.
-
Serial Uploads
-
By default, pending forms in your Outbox upload all at once when your device is back online. This makes the upload faster, but it takes more bandwidth.
If you regularly experience poor or intermittent network service, you can switch on Serial Uploads. This sets the Mobile App to send forms one at a time. Serial uploads take longer but use less bandwidth, making it more likely that each form will upload successfully.
Diagnostics
When the TrueContext Mobile App detects a problem, it displays the Diagnostics settings. The support team will tell you how to use these options to help them troubleshoot issues.
-
Send Forms to Support
-
Send an email that includes a zip file version of a form in your Outbox.
-
Send Drafts to Support
-
Send an email that includes a zip file version of a form in your Drafts list.
-
Send Logs to Support
-
Send an email that includes a zip file version of logs that can help the support team troubleshoot any issues.
-
Log Level
-
As advised by the support team, use this option to change how much information the logs collect.
-
Log Download Items
-
As advised by the support team, use this option to add a list of items that are pending download to the log file.
-
You won’t see anything happen when you select this option because the app adds the info in the background.
Reset Options
-
Reset Forms
-
The support team might tell you to Reset Forms if the forms or other data on your device aren’t working. This action re-downloads data from the server and stores it on your device. You won’t lose any information that you already entered in a form.
Security Settings
Passcode Lock
For added security, you can set up an app-level passcode. After you set up a passcode lock, the Mobile App prompts you for your passcode the next time you open the app. Only a user who knows the passcode can access TrueContext data.
You can also unlock the app with Touch or Face ID if you’ve set them up on your device.
Info:The topic TrueContext Mobile App Passcode Lock describes the passcode lock setting in more detail.
Erase Data option
When you set up your passcode, you can also choose to
Warning:You can’t get the local data back once it’s deleted.
Change Passcode
You can change your passcode any time after you set it up. In the Security Settings, select Change Passcode. The app prompts you to enter your old passcode, and then to enter and reenter your new passcode.
About
-
Version
-
Displays the version and build of the installed TrueContext Mobile App.
Tip:We recommend that you always run the most recent version of TrueContext.
-
Terms of Use
-
Opens a browser that displays the TrueContext Subscription Agreement.
-
Licenses
-
Displays a list of the third-party licenses used by TrueContext.