Integrating TrueContext with Box

Available on all tiers:

Essentials

Advanced

Enterprise

Overview
Box Dynamic Data Source
Box User Group Data Source
Box Data Destination

Overview

TrueContext can easily be configured for two-way, out-of-the-box integration with Box. Box is a popular cloud service that stores content online, allowing Box users to access, manage and share their content from various devices and locations. Cloud services such as Box are typically used with TrueContext to archive and share submitted form data, as they are more ideal for long term data storage.

TrueContext can be connected to data in Box through the use of a Box 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. (which allows TrueContext to create files in Box containing submitted data), through a Box 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. (which allows TrueContext to reference information that is stored in Box and use it in a mobile form), and through a Box User Group Data Source (which collects information about the user groups configured in Box and pulls it into TrueContext). There are also a number of file management methods unique to Box that are relevant to the storage and use of TrueContext data. Read more about these options below.

Check out the video below for an overview of the integration options.

Box Data Destination

The Box Data Destination sends submitted TrueContext data to a Box account connected to the Data Destination. Configuration options allow TrueContext to route data record documents to a single, static folder, or documents can be sorted dynamically into different folders based on form data, such as a customer name or field technician name.

TrueContext can send data records to Box in the following formats: PDF, Word, JSON or XML. A custom Filename Expression can be used to dynamically create filenames, ensuring that your files have recognizable and unique names in your Box account.

A Data Destination is a set of rules that determines where (and how) submitted form data should be routed. When properly configured, 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. can automatically route data to destinations of your choosing, like your Box account.

Box Data Source

The Box Data Source allows TrueContext to retrieve data source data from a specified path in a Box account. This data is then automatically used by mobile forms referencing the data source in radiobutton or dropdown questions. The Box Data Source is typically configured to fetch data on a specified schedule, ensuring that mobile users have the most up-to-date information in their mobile forms at all times.

The Box Data Source allows TrueContext teams to maintain and update their data directly from Box, minimizing the need to access the TrueContext web administration portal for any TrueContext-specific maintenance. Once the data source is properly configured, it can be maintained exclusively through the Box interface.

Data sources or "lookups" are sources of data connected to TrueContext from external services like Box. 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. can provide a list of values for the mobile user in a radiobutton or dropdown question, and then auto-populate answers in later questions, making data entry into forms easier, faster, and more reliable. Data sources save typing, reduce errors, and make it easy to provide users with only the relevant, most up to date data when they are on the road. They also save administrative time; forms do not need to change, even though the data they use may be updated frequently.

Box User Group Data Source

The Box User Group Data Source makes use of the Box Enterprise feature “groups” and pulls information about the users in a selected Box user group into TrueContext – creating a list of users by name, login, and Box user ID