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Latest Posts

  • Posted in: Best Practices

    Hey Mark, The same idea applies to all data records in the system. So incomplete Teamwork-style data records will remain in the system for a minimum of 365 days or until they are deleted. ------------------------------ David Casal Del Castillo Manager, ...

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    RE: Upgrading a Form Version

    Posted in: Best Practices

    Hi David, Quick question on this - for a Teamwork enabled form, am I correct to assume that each time an incomplete form is transferred, this 365 minimum restarts? Are incomplete forms handled any differently? ------------------------------ Mark Warwick ...

  • Posted in: General Discussion

    Paging all Workflow Designers - - - -   Level 4 in TrueContext University is now live! TrueContext University is your place to skill up on all things LIVE platform and web portal. The training is built for Workflow Designers of all stripes, ...

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    RE: Upgrading a Form Version

    Posted in: Best Practices

    Morning Mark, Most of my process uses Power Automate! The one step that would be difficult to do in PA would be converting the data record JSON/XML into a Dispatch record JSON/XML. PA's Parse JSON function does not handle dynamically structured JSON ...

    2 people like this.
  • Posted in: Best Practices

    Hey Mark and Calvin, Just wanted to make one clarifying point on the conversation. Form submission metadata remains accessible in the  TrueContext  production cloud for at least 365 days from the date of form submission, or until the data is deleted. ...

    1 person likes this.
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    RE: Upgrading a Form Version

    Posted in: Best Practices

    Hi Calvin, That sounds like a solid process. The extent of what I could do for a "backend system" would be using Microsoft Power Automate, but I think what you're describing would be possible. It's the photos and attachments that trip me up - I believe ...

    1 person likes this.
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    RE: Upgrading a Form Version

    Posted in: Best Practices

    Hi Mark, I have a similar use case where I have data records that are re-used on a monthly/quarterly/annual basis. I've dealt with similar issues in the past as well. One thing you should keep in mind if planning to keep running records for a long time ...

    1 person likes this.
  • Posted in: General Discussion

    Hi Pat, Thank you for the quick reply! Yes, this solution works perfectly.  ------------------------------ Brett Senders ------------------------------

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    RE: Format string concatenation as URL?

    Posted in: General Discussion

    Hi Brett, welcome to the Community! I'm happy to tell you that you've started down the right path with getting your form set up as you're looking to, there's just a couple more steps you need to do. You've already got the text field for the inspectors ...

    1 person likes this.
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    Format string concatenation as URL?

    Posted in: General Discussion

    Hello, I'm working on a form for visual inspections. I'd like to be able to provide a custom URL (to our site for managing nonconformities) that allows inspectors to reference open NCs that have already been found on the machine they are inspecting. ...

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