A big thanks to everyone who joined us for the April 17 - ASK US EVERYTHING! webinar - the recording is now available:
We had plenty of thought-provoking questions come through - here's a quick summary so you can jump ahead to particular ones of interest:
| Time |
Question |
| 08:50 |
How can we get around the reconnection / authorization for 60 days between TrueContext and SharePoint? |
| 12:14 |
Why aren't there DEV / TEST / PROD environments? |
| 15:10 |
What is the best practice for delivering pictures? |
| 18:24 |
Is there a way for a user to get a quick status report through the app? |
|
Is there a way to set an administrator for a group of users so that person can view others' reports in the app? |
|
Could this administrator make basic edits to the reports? |
|
Are there any new options for data sources? |
| 24:47 |
Downloads from the Microsoft Store are typically blocked, is there an alternative download method? |
| 26:05 |
We use the forms feature for our reception desk visitor sign-in. When can we expect to see more customization for formatting a form to suit needs? i.e. colors / filter function / dropdowns |
| 28:51 |
Is it possible to 'package' specific pieces of a form from one environment to another? |
| 33:35 |
How do I change my password? |
| 35:12 |
What is the best way to add a button to my Salesforce Page Layout that will launch the TrueContext app? |
We got this great question ahead of the call, we speak to it around 18:24 in the recording, though I wanted to highlight it here too.
This was the original question:
- Generally, has there been any changes / updated regarding analytics?
- Is there a way for a user to get a quick status report through the app of how many reports have been submitted by them and/or which projects they have attended? Ex. John Doe completed 20 reports in March and further break it down by project.
- Is there a way to set an administrator for a group of users so that person can view others' reports in the app? Further, could this administrator make basic edits to the reports i.e. fix time in/out, participants, etc. ?
- Are there any new options for data sources? Anything more stable than using a google sheet as a data source?
As feedback:
For questions (1) and (2): Our Analytics offering is explored in a few spots - here in our docs and most in depth here: TrueContext University dedicated L1 - Analytics.
[ Note that the login for True Context University (TCU) is the same login as for Community, which is not the same login as for the TrueContext LIVE web portal and mobile app! ]
TrueContext offers Basic Analytics, and Advanced Analytics. The Analytics tools live within the LIVE web portal, and not part of the mobile user experience on their mobile devices. Basic Analytics is available to Admins when logged into the LIVE web portal, and offers some reporting capabilities submissions / data records, graphs, etc. Please connect with your Account Executive if you'd like more info on how Advanced Analytics can support you in your business goals.
For question (3): Yes definitely, as Admin in the LIVE web portal, you can add users to Groups, and those users will have access to view submission data as you designate, per FormSpace. More on user permissions here and FormSpace permissions for Groups here.
Admins aren't able to edit submission data themselves, only the user who submitted can make edits. That's an intentional feature as we serve compliance-heavy environments, health & safety, etc., where user-owned data is considered the single source of truth.
Here's more on editing submissions:
(a) First, the form must be enabled for edits, that is a setting within the form builder. The instructions on how to enable form edits are here
(b) Once a submission is sent, and the form is already enabled for edits, the mobile user goes into their Sent folder, and when clicking into the submission will see options for editing
(c) Another way to request an edit, on the Admin side, is when the Admin logs in, goes to the submission record / submissions page, and will see an option in the dropdown at the top, to Send for edit. That's referred to in our docs as 'Initiate an Edit in the Web Portal', explained in detail here
For question (4): There aren't any 'new' data sources, but there is endless capability / possibility through the existing list of connections, leveraging our robust API, etc., and it might be worth exploring the library, and our docs, to see if there's one that could serve you better, in case you're finding an issue with Google Sheets. More on data sources is here.
Let us know if there's any further support we can offer on these points! We're always happy to help, and encourage curiosity in learning over at TrueContext University (TCU).
Our next webinar event coming up will be the Onboarding Primer in May, that's intended for new and newish Admins working with TrueContext, for a guided walk-through, exploration of best practices in getting started, some tips and tricks along the way. We post registration here in the Community, reminders by email, and highlight on our Events page.
Happy building!
Erika
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Erika Lapenat
Technical Content Developer
TrueContext University
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