Tech Talk: Implementation

Comma-Separated Values (CSV) is a popular file format known for its simplicity and versatility. Its human- and machine-readable nature makes it ideal for transferring data between different systems. While TrueContext offers a built-in CSV 'Structured Data' document type with basic formatting options, you may encounter scenarios requiring complex logic or granular control over formatting to meet specific third-party system requirements. This is where leveraging 'Template-driven' Handlebars and FreeMarker Read more

Hey everyone, I wanted to share some insights on using the %e DREL expression to extract answers from repeatable sections in TrueContext forms. Background The %a[question_id] DREL expression extracts answers for a specific question. However, when used in a repeatable section, it retrieves answers from every row in that section. Consider a repeatable section, Grocery List that has 3 rows of answers. The DREL expression %a[Item Name] would return the answer from every row, Bread Milk Eggs. Read more

TrueContext is a versatile platform that acts like a digital chameleon, seamlessly integrating with various systems and data sources. It's designed to connect disparate systems, streamline workflows, and empower businesses to make better, data-driven decisions. TrueContext has a complete arsenal of out-of-the-box connectors, but this is a little summary of how you can leverage TrueContext to go outside of those connections. I have written about these topics in separate posts but wanted to provide Read more

Hello, This post outlines the seamless integration between Microsoft Dynamics and TrueContext, enabling technicians to effortlessly launch TrueContext forms directly from work orders, cases, and accounts within the Field Service app. This streamlines workflows by pre-populating relevant fields, boosting efficiency and reducing manual data entry. This is going to be a continuation of this post that I made a little while ago, expanding on the functionality from Dynamics 365: General Discussion Read more

Today I am going to be talking about an integration into Dynamics 365 which is a Product that is built on top of Microsoft Dataverse Tables. All of Microsoft's products will typically use OData to query data. This might introduce some new concepts if you have never used a service that supports OData but just know that it is a different way to query data through a REST API.   This is a lengthy topic, so I am going to be splitting this post into 2 posts to make it a little more bite sized. In this Read more

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 you will get 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