The Form Diagram

Available on all tiers:

Contents

• The Form Diagram
  • About
  • Access the Form Diagram
  • Diagram Elements

About

The Form Diagram 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. is a visual overview of a form version. This screen allows administrators to get a basic look at how a form is set up. It shows what groups have access to the form, what data sources 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. it references, and which data destinations are connected.

The diagram also serves as a central navigation point for a form. Hover over any component and choose to "Edit" to navigate directly to the settings page for that item.

Access the Form Diagram

To access the Form Diagram:

1. Navigate to the desired form.

2. Select the Form Diagram tab.

Diagram Elements

Items are grouped together in the diagram using visual containers: Data Sources, Resources, Document Templates, Groups, and Destinations. Each container displays a maximum of 5 configured items. If the maximum display value is exceeded, then a more link [ # more… ] will be provided for the user to navigate to a complete listing of items by type.

Connecting lines indicate a relationship between the form and a linked item. Hovering the mouse over each element in the diagram will reveal details and actions that can be performed. Use the Add button [ + ] found in the top-right corner of each container, or the Click here to create... text to create another item of that type to connect it in the Form Builder.

Form

Details

• Number of Pages—Total number of pages in the form

• Number of Questions—Total number of questions in the form

• Form Submission Name—Standard or Custom

• Dispatchable—True/False

• Advanced Analytics—True/False

• Controls—A list of question types that are included in the form

Actions

• Edit Form—Initiates the Form Builder 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.

• Dispatch The term "dispatch" refers to the act of sending a form to a mobile user or customer. Typically, a dispatched form 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). Forms (Available if dispatchable is true)—Navigates to the Dispatch Form page for the form

Resources

The diagram lists all Resource Images and Resource Documents referenced by questions within the form.

Details

• Referencing Questions:

• Question Label—Unique ID 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. used to identify the form question

• Question Text—Text to be displayed from the form question

Actions

• View Details—Navigates to the Resource summary page

• Edit—Navigates to the Resource edit page

Data Sources

The diagram lists all Data Sources referenced by questions within the form.

Details

• Type—Manual Upload, HTTP GET, FTP/Secure FTP, Dropbox, Google Apps Spreadsheet

• Referencing Questions:

• Question Label—Unique ID used to identify the form question

• Question Text—Text to be displayed from the form question

• Display Column—Table column header being referenced from the Data Source 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.

• Collect Additional Answers—True/False

Actions

• View Details—Navigates to the Data Source summary page

• Edit—Navigates to the Data Source edit page

• Download as CSV—Downloads the Data Source as a CSV file

• Fetch New Data (Available for dynamic Data Sources)—Attempts to retrieve data from the Data Source

• Upload New Data (Available only for Manual Upload Data Sources)—Navigates to the Data Source input file page

Destinations

The diagram lists all Data Destinations associated with the form, with different icons shown for each applicable Data Destination 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. type.

Details

• Properties (These vary for each type of Data Destination, but all key configuration items will be listed)

• Filtering:

• Form Version State—A list of form states to send to the Data Destination

• Form Submission State—A list of form submission states to send to the Data Destination

• Custom Filter Rules—Total number of custom Data Record filtering rules

Actions

• View Details—Navigates to Data Destination summary page

• Edit—Navigates to Data Destination edit page

• List Executions—Navigates to Data Destination list executions page

Document Templates

Document Templates that appear in the diagram show the document formatting that will be applied to the form’s Data Records (for applicable 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.).

Details

• Document Type—Type of Document

• Template Configuration—Standard or Custom

• Embed images and signature files in the document—Indicates whether or not images and signature files are embeded in the document

• Hide unanswered pages—Indicates whether or not page hiding is enabled

• Hide unanswered questions—Indicates whether or not question hiding is enabled

Actions

• Edit Document Format—Navigates to the Document Template summary page

• Manage Document Languages—(Multi-Language Add-on only) Opens the Manage Languages page. Add languages to your Multi-Language Document or upload translation files.

• Preview Document Sample—Shows a preview of the form submission format in the web browser

Groups

Groups who have access to the form are listed. Teams without FormSpaces will not see this section.

Details

• Number of Users—Total number of users in the Group

• Can Create—Indicates whether or not the group has Create permissions on the form

• Can Test—Indicates whether or not the group has Test permissions on the form

• Can Submit—Indicates whether or not the group has Submit permissions on the form

• Can View—Indicates whether or not the group has View permissions on the form

Actions

• View Details—Navigates to the Group summary page

• Edit Group—Navigates to the Group edit page

• Edit User Permissions—Navigates to the Group user permissions page

• Edit FormSpace 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. Permissions—Navigates to the FormSpace permissions page