Save a Draft in the TrueContext Mobile App

The TrueContext Mobile App automatically saves your work as you navigate between pages and fields. Sometimes, however, you might do a lot of work on a single page, or your work might take longer than one shift. In these cases, we recommend that you periodically save a draft. This topic explains when and how to save a draft.

Available on all tiers:

Essentials
Advanced
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Contents

When should you save a draft?

You might want to save a draft when you:

  • Keep a form open for more than one shift.

  • Leave your device for an extended period of time, such as during lunch or overnight.

  • Switch between apps on your device. For example, you might want to save a draft when you minimize or close the TrueContext Mobile App.

Info:The TrueContext Mobile App performs autosaves for some actions, but we recommend that you save a draft before you set a form aside for the day.

How to save a draft

iOS and macOS

  1. Are you currently on the form index page?

    • If yes, go to step 2.

    • If no, select the Back arrow in the upper left corner of the page, and then go to step 2.

      On the iOS app, select the arrow with the form name to return to the form index page.

  2. On the form index page, select Close.

    On the iOS app, on the form index page, select "Close" to discard your form or save it as a draft.

    Result: The TrueContext Mobile App prompts you to discard the form, save your changes, or cancel the action.

  3. How you save the form depends on how it initially opened.

    On the iOS app, after you select "Close" on the form index page, select "Save as Draft" to save your form.

    Result: The Mobile App closes your form and saves it as a draft.

Android

  1. Select the Action Menu in the top right corner of the page.

    The top menu bar in the Android mobile app. Select the three-dot action menu to close your form.

  2. Select Close.

    In the Android mobile app, the options for the three-dot Action Menu: Close, Transfer, and Summary. Select "Close" to close your form.

    Result: The TrueContext Mobile App prompts you to discard the form, save your changes, or cancel the action.

  3. Select Save.

    On Android, the confirmation message when you close a form: "The form data has changed. Would you like to save it as a draft before exiting?" Select "Save" to save the form as a draft.

    Result: The Mobile App closes your form and saves it as a draft.

Windows

  1. Select the Back arrow in the top left corner of the app.

    This image displays the "Back" arrow in the mobile app for Windows. Select the arrow to close your form.

    Result: The TrueContext Mobile App prompts you to discard the form, save your changes, or cancel the action.

  2. Select Save.

    The warning message on the Windows app when you close a form. The warning reads "All work on this form will be lost. Do you want to save the form as a draft?". Select "Save" to save the form.

    Result: The Mobile App closes your form and saves it as a draft.

How to open a saved draft

How you open a saved draft depends on whether the form originally opened from the Inbox or Forms lists.

  • If the form opened from the Inbox, the draft saves to your Inbox.

    • Check the date and timestamps under the form name to find the form that you want to open.

    • You can also type a date (yyyy-mm-dd) in the search bar to filter the forms in your Inbox.

  • If the form opened from the Forms list, the form saves to Drafts. You can filter the list of drafts by selecting form tags or by entering keywords in the search bar.