ShareFile Connection

Available on all tiers:

Essentials
Advanced
Enterprise

About

The ShareFile Connection connects TrueContext to a Citrix ShareFile account. This allows TrueContext to send submitted data to ShareFile through a ShareFile Data Destination, or retrieve data from ShareFile through a ShareFile Data Source, enabling more dynamic management of your TrueContext data.

Enterprise and Cloud ConnectionsClosed A Connection is an integration point that's used to link a TrueContext Data Source or Data Destination to an external service to import or export data. Data Destinations and Data Sources that share the same external service can also share the same Connection. (like the Sharefile Connection) link to external services from which Data SourcesClosed 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. can import data, and Data DestinationsClosed 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. can route data to. Read more about Connections here.

About ShareFile

ShareFile is an enterprise file-sharing and cloud storage service that allows users to store and exchange large files with people both inside and outside of their organization. With the ShareFile mobile app, users can edit, sync and share files from any device, enabling further workforce mobilization.

Configure the Connection

  1. Name the Connection and optionally provide a description.

  2. Select the FormSpaces that are allowed to use this connection. This step will be skipped if creating a new connection while creating a Data Destination or Data Source, as the connection will automatically be linked to the FormSpaceClosed 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. the Data Destination or Data Source is in.

  3. ShareFile Connection: Click Connect, then enter the login credentials for your ShareFile account. When prompted, allow TrueContext to access the listed information.

    In TrueContext, when you set up a Connection, you enter the account credentials for the third-party system. Once you save the Connection, it becomes available to TrueContext and other users for Data Source and Data Destination setup. This means that other TrueContext users on your team can fetch and access data available to the third-party user account.

    Note:We recommend that you create a dedicated Integration User account for your third-party system and use that account to set up TrueContext Connections. Set up the Integration User with specific permissions and limited access to the third-party system data. This ensures that TrueContext Admin users and users with “Can Create” permissions can only access the data that they need.

  4. Select the Create button.