Use Form Tags in the Mobile App to filter a list of forms
Field technicians can use tags to quickly find a specific form in the TrueContext Mobile App Forms, Inbox, Drafts, and Sent lists. The Mobile App displays the forms that match All
Available on all tiers:
Prerequisites
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You must be a mobile device user with Can Submit FormSpace permissions
FormSpace Permissions control the permissions that a user group has in a particular FormSpace. These are primarily used to control the forms (and the state of form) users can access on their mobile devices. Less commonly, FormSpace permissions give non-admin Users some administrative access to a particular FormSpace without giving them full Admin access to all FormSpaces.. -
You must have access to forms that have tags added by your supervisor.
Info:The topic Set Up Form Properties describes how to add tags to each form.
Steps to filter a list of forms by tags
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In the TrueContext Mobile App on your device, select Forms, Inbox, Drafts, or Sent.
Result: The app displays a list of available forms.
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Select the tags icon as shown in the following example.
Tip:The app only displays the tags icon if the form designer configured tags for at least one form in the list.
Result: The app opens a list of tags you can select.
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Do you want to display forms that match All the tags that you select?
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If yes, select All.
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If no, select Any to display a list of forms that match at least one of the selected tags.
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Select the tags you want to filter by.
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Select Done to apply the filter.
Result: The app displays a list of matching forms
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If you selected All, the app displays a list of forms that match both the “campus” and “inspection” tags.
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If you selected Any, the app displays a list of forms that match either the “campus” or the “inspection” tags or both.
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