Tech Talk: Implementation

Pulling data from any CRM can be useful to provide some added context to your people in the field. Integration into Zoho is no different. Unlike our out-of-the-box connection to Salesforce, an integration to Zoho will need to use our HTTP Connection.   Registering the application in Zoho Follow the instructions found here: https://www.zoho.com/crm/developer/docs/api/v3/oauth-overview.html to register an application in Zoho When you click on "Add Client" the first screen Read more

The National Weather Service (NWS) in the United States offers an open API providing various weather data and alerts. By using these alerts, we can enhance user awareness of weather patterns and potential hazards when working in the field. Alerts for high winds, high temperatures, strong currents, and thunderstorms are available. With TrueContext's ability to pull this data hourly, users will stay updated with the latest weather alerts while filling out forms.  The NWS API documentation is Read more

A typical TrueContext deployment includes a Development FormSpace, a User Testing FormSpace (UAT) and a Production FormSpace. Access and permissions for each FormSpace are managed through the creation of user Groups. Each FormSpace can have a different set of users with access. For example, you can have an HR Development FormSpace and an Inspection Development FormSpace, and assign a different set of “Development Users” to each FormSpace. This is the path that your forms Read more

Azure Blob Storage is Microsoft's cloud-based object storage solution, similar to Amazon's S3 (Simple Storage Service). Both services offer scalable and secure storage for large amounts of unstructured data, such as text or binary data. They provide similar features, including high availability, durability, and multiple redundancy options to ensure data protection. Users can store and retrieve any amount of data at any time, benefiting from ease of access through various APIs and tools, making both Read more

This is going to be the first step towards a larger picture that is Microsoft. Microsoft's Graph API opens the door to many of the M365 applications that we use daily. Whether it's Teams, your calendar, or Users, the Graph API gives you the ability to access all of these different apps using a single endpoint. The purpose of this is to review how to establish a connection from TrueContext to the Microsoft Graph API using an Entra App Registration for authentication. Take a look at the Graph Read more

In this post, we are going to demonstrate how we can perform some automated tasks to an Excel Template Document that is generated from TrueContext, specifically, we will be dynamically renaming the tabs in a Workbook based on the data that is in each of the sheets. These scripts can be very powerful, and this example is just scratching the surface on how to get started.   Our Excel Template documents allow you to map out, cell by cell, which answer you want to put into which cell. This is Read more

A hot topic in recent days is how we can take all this data that is being captured within TrueContext, format it in a way that your backend systems understand and send all the data once a submission has taken place on the form. One of the more universal formats that most systems will be able to understand is JSON so that is where the focus is going to be today.  One of the document types available in TrueContext is a Handlebars document. Handlebars (often mistaken for the handlebars on your Read more

Hey all!!  First things first, for those who have read an Ian's Insights in the past. I AM BACK! For those who haven't read or heard of Ian's Insights, it is nice to meet you! Going forward, we are going to change these types of posts from being Ian's Insights to IS Insights (Implementation Specialists Insights) because these are truly a team effort.  After a little time away, I have rejoined the TrueContext team as a Solutions Architect focusing heavily on integrating TrueContext into Read more

In this post I'll be explaining how to dispatch submission data from a Repeatable Section in one form to a Repeatable Section in another form. To do this, I'll show you a workflow where a user can define a set of instructions or a checklist and then send that list to another user to complete. This workflow suits a use case where: There is a group of users that are consistently needing to define steps for another set of users The number of steps is not too large to reasonably enter Read more

Hello to all my fellow community members! This post will be a slightly different style than normal, because it will unfortunately be the final episode of Ian’s Insights. It has been such a pleasure putting out these posts, part of the reason that I liked doing these is because these topics were always based on a problem that I was currently solving for a customer. I never let Pat know what I was going to write about until the article was posted (sorry Pat) and I really hope that these posts come Read more