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.
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When should you save a draft?
You might want to save a draft when you:
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Keep a form open for more than one shift.
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Leave your device for an extended period of time, such as during lunch or overnight.
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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
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Are you currently on the form index page?
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On the form index page, select Close.
Result: The TrueContext Mobile App prompts you to discard the form, save your changes, or cancel the action.
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How you save the form depends on how it initially opened.
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Inbox—Select Save Changes.
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Forms—Select Save as Draft A draft form is a partially filled-out form saved on a device, or a preliminary version of a form that's been saved but not deployed in the Form Builder..
Result: The Mobile App closes your form and saves it as a draft.
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Android
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Select the Action Menu in the top right corner of the page.
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Select Close.
Result: The TrueContext Mobile App prompts you to discard the form, save your changes, or cancel the action.
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Select Save.
Result: The Mobile App closes your form and saves it as a draft.
Windows
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Select the Back arrow in the top left corner of the app.
Result: The TrueContext Mobile App prompts you to discard the form, save your changes, or cancel the action.
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Select Save.
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.
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If the form opened from the Inbox, the draft saves to your Inbox.
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Check the date and timestamps under the form name to find the form that you want to open.
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You can also type a date (yyyy-mm-dd) in the search bar to filter the forms in your Inbox.
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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.