Use Reference Data when creating a Dispatch to save time and prevent sending inaccurate data to the field.
Using Reference Data with Dispatch
First you need to enable Dispatch with Reference Data for your form.
- On the Forms page, select the name of the form for which you want to enable the feature or the gear icon in line with the form.
- Under Settings, find Dispatch and select the Settings button.
- Check the box next to Use Reference Data in the Dispatch Manager with this form.
- Save.
Using Reference Data when Creating a Dispatch
Like with other fields in your form, using Reference Data when creating a Dispatch will behave similarly to how it works on your mobile device. The fields powered by Reference Data will populate automatically when choices are selected from a drop down.
Limits to Using Reference Data when Creating a Dispatch
There are some limitations to using Reference Data when creating a Dispatch.
- File Size
There's not a hard file size limit, but having a lot of Reference Data Dispatched within a single form may cause page load times to increase, the process to time out, or other issues.
- Static Text
Static Text fields powered by Reference Data will not display when creating a Dispatch.
- Show Duplicates
Duplicates will not show in the dropdown when creating a Dispatch.
- Checkbox Backdoor
The checkbox backdoor will display as a dropdown when creating a Dispatch.
- Grouped Reference
- Data
Reference Data that is divided into User Groups will not be available when creating a Dispatch.
- Read Only
Whatever is typed when creating a Dispatch will show on mobile, overwriting any defaults or auto-captured data.
- Pre-populated Grids
Information written into a pre-populated grid when creating a Dispatch will overwrite the pre-populated data in the submission.
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