Introduction to Group Dispatching

Dispatching is how you send work to the field. You can send a record with some of the information prefilled to give field users what they need to start their work. When you dispatch a record, you can send it to a single user, a group of users, or all groups in a FormSpace 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..

Available on the Enterprise tier only:

Essentials

Advanced

Enterprise

The following diagram describes the result of sending a record to a user, a group, or a FormSpace.

Diagram that shows the different dispatching options. When you dispatch to a User, the record is assigned to the user. When you dispatch to a group, the record is available for any group member to claim. When you dispatch to a FormSpace, the record is available to all the groups that have Can Submit permissions in the FormSpace.