The Form Diagram

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 in TrueContext. Administrators use it to inspect a form's configuration. The view shows linked Groups, 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., and 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.. The diagram also acts as a navigation point. Hover over any component and select Edit to open that item's settings page.

Available on all tiers with more options on the Elite tier:

Contents

• The Form Diagram
  • Access the Form Diagram
  • How the diagram is organized
  • Form container
    • Form details
    • Form actions
  • Resources container
    • Resource details
    • Resource actions
  • Data Sources container
    • Data Source details
    • Data Source actions
  • Destinations container
    • Destination details
    • Destination actions
  • Document Templates container
    • Document Template details
    • Document Template actions
  • Prompts container
    • Prompt details
    • Prompt actions
  • Groups container
    • Group details
    • Group actions
  • Related topics

Access the Form Diagram

1. Go to the form you want to inspect.

2. Select the Form Diagram tab.

   Result: The diagram opens, showing the form and all connected components.

How the diagram is organized

Items are grouped in the diagram using visual containers: Data Sources, Resources Resources are materials that field technicians can access while they work on records in the Mobile App. A resource might be a Resource Document, like a manual or a floor plan, or a Resource Image, like a schematic or a diagram. Resources are uploaded to a FormSpace and can be referenced in forms or made available in the Resource Library., Document Templates, Groups, and Destinations. Forms that use AI Text Transformation AI Text Transformation uses AI prompts to refine a mobile user's text in a Text Area question. Mobile users select a prompt, review the AI output, and approve the result before it's saved with the form submission. AI Text Transformation appears as AI Enhancement in the Form Builder. On the mobile app, it appears as a sparkle icon on the formatting toolbar. also include a Prompts container Elite. Each container displays up to five configured items. If a container has more, a [ # more… ] link opens the full list.

Connecting lines indicate a relationship between the form and a linked item. Hover over any element to reveal details and available actions. To create a new item and link it to the form, select the add button [ + ] in the container's top-right corner. You can also select the Click here to create... text. This opens the Form Builder.

Form container

The Form container shows summary information about the form itself.

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 or False.
• Advanced Analytics—True or False.
• Controls—A list of question types included in the form.

Form actions

• Edit Form—Opens the Form Builder.
• Dispatch Forms—Opens the Dispatch 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). Form page. Available only if the form is dispatchable.

Resources container

The Resources container lists all Resource Images and Resource Documents referenced by questions in the form.

Resource 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. that identifies the form question.
  • Question Text—Text displayed for the form question.

Resource actions

• View Details—Opens the Resource summary page.
• Edit—Opens the Resource edit page.

Data Sources container

The Data Sources container lists all Data Sources Overview referenced by questions in the form.

Data Source details

• Type—Manual Upload, HTTP GET, FTP/Secure FTP, Dropbox, or Google Apps Spreadsheet.
• Referencing Questions:
  • Question Label—Unique ID that identifies the form question.
  • Question Text—Text displayed for the form question.
  • Display Column—Table column header 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 or False.

Data Source actions

• View Details—Opens the Data Source summary page.
• Edit—Opens the Data Source edit page.
• Download as CSV—Downloads the Data Source as a CSV file.
• Fetch New Data—Retrieves data from the Data Source. Available for dynamic Data Sources.
• Upload New Data—Opens the Data Source input file page. Available only for Manual Upload Data Sources.

Destinations container

The Destinations container lists all Data Destinations Overview associated with the form. Each 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 uses a different icon.

Destination details

• Properties—Key configuration items for the Data Destination. The properties shown vary by Data Destination type.
• Filtering:
  • Form Version State—Form states sent to the Data Destination.
  • Form Submission State—Form submission A form submission is a dispatched or submitted form. states sent to the Data Destination.
  • Custom Filter Rules—Total number of custom Data Record filtering rules.

Destination actions

• View Details—Opens the Data Destination summary page.
• Edit—Opens the Data Destination edit page.
• List Executions—Opens the Data Destination list executions page.

Document Templates container

The Document Templates container shows the Formatting Options applied to the form's Data Records for applicable Data Destinations.

Document Template details

• Document Type—Type of document.
• Template Configuration—Standard or Custom.
• Embed images and signature files in the document—Indicates whether images and signature files are embedded in the document.
• Hide unanswered pages—Indicates whether page hiding is enabled.
• Hide unanswered questions—Indicates whether question hiding is enabled.

Document Template actions

• Edit Document Format—Opens the Document Template summary page.
• Manage Document Languages—Opens the Manage Languages page. Available only with the Multi-Language. Add languages to your Introduction to Multi-Language Documents or upload translation files.
• Preview Document Sample—Shows a preview of the form submission format in the web browser.

Prompts container

Available on the Elite tier:

The Prompts container lists the prompts referenced by Text Area questions in the form. The container appears only when AI Text Transformation is turned on for at least one question. Each prompt's Display Name appears under its icon.

Prompt details

• Context Files: Lists the File Name of each context file attached to the prompt.
• Referencing Questions:
  • Question Label: Unique ID that identifies the form question.
  • Question Text: Text displayed for the form question.

Prompt actions

• View Details: Opens the prompt summary page.
• Edit: Opens the prompt edit page.

Groups container

The Groups container lists the Manage Groups that have access to the form. Teams without FormSpaces don't see this section.

Group details

• Number of Users—Total number of users in the Group.
• Can Create—Indicates whether the Group has Create permissions on the form.
• Can Test—Indicates whether the Group has Test permissions on the form.
• Can Submit—Indicates whether the Group has Submit permissions on the form.
• Can View—Indicates whether the Group has View permissions on the form.

Group actions

• View Details—Opens the Group summary page.
• Edit Group—Opens the Group edit page.
• Edit User Permissions—Opens the User Permissions.
• Edit FormSpace Permissions—Opens the FormSpace Permissions.

Related topics

• Data Sources Overview
• Data Destinations Overview
• Manage Groups