Resource Library for Mobile Users

The Resource LibraryClosed The Resource Library enables you to build a digital, multilingual, and searchable knowledge base that contains your organization’s essential content. Available to your mobile users in the Mobile App, the Resource Library simplifies the distribution, discovery, and use of critical information—such as manuals and schematics—to support your field technicians in their work. enables you to build a digital, multilingual, and searchable knowledge base that contains your organization’s essential content. Available to your mobile users in the TrueContext Mobile App, the Resource Library simplifies the distribution, discovery, and use of critical information—such as manuals and schematics—to support your field technicians in their work. This topic describes how field technicians can sort and filter the Resource Library to find the documents and images they need. It also describes how to access resources in additional languages.

Available on the Enterprise tier only:

Essentials
Advanced
Enterprise

Contents

Video demo

Open the Resource Library

Select Resource Library from the Mobile App home screen.

The TrueContext Mobile App home screen, with the Resource Library tab selected.

You can also open the Resource Library while you work on a record without losing your place in the form. Select the menu, and then select Resource Library.

An in-progress record with the menu expanded. The Resource Library displays as an option in the menu, along with Summary and Details.

Note:To display the Resource Library on mobile devices, an Admin user must Set Up the Resource Library for their team.

Find a resource

The Resource Library opens to the List tab. Use the Search bar, tabs, and filters to find the resource you need.

The Resource Library in List view. Several images and documents are listed alphabetically. From top to bottom, this includes an AC Schematic, an Air Conditioning Unit Manual, a Furnace Maintenance Guide, an Industrial Water Heater Repair Manual, and an HVAC system diagram.

Sort resources

The Resource Library has two tabs to sort resources:

  • List: Sorts alphabetically by resource name. This is the default tab.

  • Type: Sorts by resource type—document or image. Each group lists resources alphabetically by resource name. Documents display first, followed by images.

Filter resources

The Resource Library has two filtering options:

  • Language: Filter resources by language. Only the languages available in your resources appear as filter options. You can only select one language filter at a time.

    Note: Translated resources are only available to customers with the Multi-Language add-on.

  • Tags: Filter for resources with specific tags. If you select multiple tags, choose whether to filter for resources that have All or Any of the selected tags.

The Resource Library filters menu. The user has filtered for resources in Spanish that have both the diagram and hvac tags.

Combine filters to yield specific results. To filter resources, select the filter menu, select your filters, and then select Done.

A Resource Library screen that shows three applied filters listed at the bottom of the screen: Espanol, diagram, hvac

Search resources

Basic search

Enter search terms to search for matching text in resource titles and descriptions.

A Resource Library page. A user has searched for air conditioning. This search has pulled up two results in the Resource Library.

Full-text search

If a basic search does not surface enough results, initiate a full-text search. A full-text search is an advanced search function that scans Resource Documents for matching text.

  1. Enter at least three characters in the Search bar.

    Result: The Mobile App displays the option to search for Resource Documents that contain the search term.

    Search results in the Resource Library on the TrueContext Mobile App. A user has searched for "Maintenance". The basic search found one result, and the option displays to search for resources that contain the search term.

  2. Select Resource contains: search term.

    Result: The Mobile App searches through Resource Documents for text that matches the search term. The search highlights the first match in each document.

    The Resource Library, with a full-text search initiated for documents that contain "Maintenance"

    Tip:It might take several seconds to search through a large collection of documents. You can pause, resume, or cancel the search.

  3. Select a Resource Document.

    Result: The document opens to the first occurrence of matching text. The search term displays in the search bar. Initiate a search to find other matches in the same document.

    A Resource Document opened through a full-text search. The first instance of matching text is highlighted, and the search term is autofilled in the search bar.

View a resource

To learn more about a resource, open its Details to see the full title, description, tags, language, and other high-level information. How you access Details depends on your device.

  • Android and iOS: Swipe right.
  • MacOS: Swipe right with two fingers, or right-click.
  • Windows: Hover over or right-click the record.

A Resource Library page. A user has swiped right on an Air Conditioning Unit Manual to display the Details.

Select a resource to open it. If the resource is a document, you can:

  • Switch to outline view and jump to a heading.
  • Open thumbnail view to jump to a page.
  • Search the text to find what you need.

An Air Conditioning Unit Manual in the Resource Library on a mobile device. Callouts highlight where a user can search the document text, view the document outline, or open the document in thumbnail view.

Open a resource in another language

Available as an add-on to the Enterprise tier:

Essentials
Advanced
Enterprise +Add-on

Resources that are available in multiple languages display in your preferred language on the Mobile App. If your preferred language is not available, the resource displays a default language set by an Admin user.

To set a preferred language, open a Multi-Language form, select a language, and then select Make this my preferred language.

A Multi-Language form. The user has selected Spanish, and indicated that this is their preferred language.

In the Resource Library, select the arrow below the resource to display versions in other languages.

An Air Conditioning Manual in the Resource Library. The arrow below the parent resource is expanded to display all child resources. By default, this resource is in English, but it is also available in French, German, and Spanish.

Tip:Admins and users with Can Create permissions set up resources in multiple languages in the Web Portal. You will only see languages that have been set up.