Customize the Mobile App Tabs

Available on all tiers, with more options on the Advanced and Enterprise tiers:

Essentials
Advanced
Enterprise

About

Admin users can control the visibility of the Sent, Forms, and Inbox tabs on the mobile devices of all users on a team.

  • Teams who ONLY dispatch forms may wish to hide the "Forms" tab.
  • Teams who NEVER dispatch forms may wish to hide the "Inbox" tab.
  • Some teams may wish to hide the "Sent" tab to reduce clutter, or to eliminate visibility of data to mobile users who are not supposed to see the results of submitted forms.

Note:If the "Inbox" tab is hidden, and users are dispatched forms, they will not be able to see or use them. Similarly, if the "Forms" tab is hidden, and a user is assigned user-initiated forms, they will not be able to see or use them.

Hide, Show, or Reorder Tabs

In the web portal:

  1. Enter the Team SettingsClosed The Team Settings page is the page where an admin can manage their team's account and edit certain information, such as assigning a Problem Contact Email Address, toggling push notifications, and viewing the account's billing information. by mousing over your username in the main menu. This option will only appear if you are an Admin user.

    2019-08-29-CustomizeMobileTabs02.png

  2. Select the Mobile Device Settings tab on the resulting screen.

    2019-08-29-iOS10-SentMissing02.png

  3. Mouse over the dropdown beside Actions under "Device Configuration" and select "Override Standard Configuration."

    2019-08-29-CustomizeMobileTabs.png

  4. Under Tabs, select the tabs that should be visible to users. The Drafts tab cannot be disabled.
    Info:The Search tab is only available on the Advanced and Enterprise tiers. The topic Get Started with Mobile Search describes this option in more detail.

    If you're on the Enterprise tier, you can dispatch a record to a user, a group, or to all groups in a 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.. Mobile users can claim records to work on from the Group Inbox. The topic Set up Group Dispatching: Display the Group Inbox for your team describes the steps to set this up.

    display.png

  5. Under Tab Order, re-order the tabs by clicking, dragging and dropping them into the desired order.

    taborder.png