Formyoula Guides πŸ“–
Formyoula Guides πŸ“–

Formyoula Guides πŸ“–

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Create a Salesforce Event Record Linked To Multiple Contacts
Salesforce
Offline Event Registration
Salesforce
Create Salesforce Event with Multiple Attendees
Salesforce
Floating Barcode And QR Code Scan Button
Forms
API Connection Setup
SalesforceConnection
HTML With Conditional Display Of Merge Fields - BarCode
PDFHTML
Loading JavaScript Libraries From a CDN
JavaScript
Concatenating Form Field Values Into a Hidden field
Forms
Multiple Fields Per Row
Forms
Video Quality Settings on iPad
Mobile
Video Quality Settings on iPad
Mobile
Change User Type From Salesforce to Formyoula
Salesforce
Set Global Default Shipping Address
Demo
Custom User Attribute Page
FormsSalesforce
Filter Salesforce Record By User Country Using Custom Attributes
Forms
Filter The Records Based On The User Custom Attributes
Forms
Mobile Web App Login And Icon Branding
Mobile
Enable Camera Permission On The Android v5 App
Mobile
Repeat to Repeat ( Many to Many ) Record Relationship
JavaScript
Add New Repeat Entry After Specific Field Changes
JavaScript
Salesforce Record Error Emails To Entry Creator
Salesforce
Offline Salesforce Record Filter Using Merge Fields
Salesforce
Filter Salesforce Lookups Based On Form Field Values Using Merge Fields
Salesforce
Prefill Form Fields By Scanning A Barcode
Demo
Excel Form Export And Field PreFill With Excel Import
Demo
Disabling The Navigation Buttons Until Salesforce PreFill Is Done
Forms
Filter Form Templates Based On The Salesforce Objects
DemoSalesforce
Enable Salesforce and Formyoula Entry Storage
Salesforce
Advanced PDF Format Editor Examples For Merge Fields
PDF
Clear Salesforce Lookup Value Using Workflow Field
Forms
Scroll The Form Using a Custom Floating Button
HTML
Assign Specific API User For Salesforce Record Creation
SalesforceConnection
Set Salesforce User Object Lookup With Current Logged In User
Forms
Salesforce Mobile Offline Forms
DemoMobile
Salesforce API User Access For Formyoula-Only Users
SalesforceConnection
Resolve Salesforce Errors Using The Retry Button In Email Notifications
SalesforceConnection
Set Custom Field Validation
Forms
Hide Additional Salesforce Lookup Fields From The Search UI
Salesforce
Salesforce Table Field
Forms
Different UI Examples to Display Form Fields
Demo
Report A Problem Using Popup Without Submitting A Form
ConnectionEmailDemo
Repeat Group Table Entry Filtering With Search
DemoJavaScript
Send Email While Filling Out a Form
DemoEmail
Add Form Fields Into a Collapsible Section
Forms
Salesforce Lookup Search Using The Custom Fields
Salesforce
Auto Update The Form To The Latest Version
Mobile
Setup An Icon Based Floating Button
DemoForms
Add Form Fields Into A Collapsible Section
Demo
Opportunity Product Update Form Using Repeat Groups
Demo
Clear The Lookup Field Value If The User Navigates To The Back Page
Salesforce
Redirect The User To The Custom Setup Form
Salesforce
Hiding Buttons On The Entry Detail Page
HTML
Trigger Salesforce Table Submit Button Using Field Update Button
Salesforce
Update Salesforce Case Status Without Submitting The Form
Salesforce
Salesforce Record Offline Filters
Salesforce
Update Field Label Based on User Selection
DemoForms
Set Fields As Required Based On a Pre-filled Checkbox Using Field Update Workflow
Forms
Capture Decimal Places On iOS Using The "Number" Field
Forms
Move To The Next Page By Clicking A Check Box
Forms
β€œtoLabel()” Function To Prefill the Salesforce Picklists That Have API Values
Salesforce
Formyoula Github Integration
Getting Started
Hide Empty Spaces Created By System Fields
Forms
Salesforce SOQL Filter For Multiple Fields Using IN Clause
Salesforce
Send Salesforce File For Review Using Email To A Specific User
DemoForms
Update A Fixed Quantity Field On Salesforce And Display On The PDF
Salesforce
Set Loading State On Repeat Group β€œAdd” Button
JavaScript
Auto-Populate a Custom User Attribute On a Form
JavaScript
Remote Signature Capture With Advanced Signature
FormsDemo
Formyoula Forms For Salesforce Lightning Experience
Salesforce
Microsoft Power Automation Setup With Formyoula Form Entries
Connection
Salesforce Child Record Auto-Fill Using Repeat Groups
Salesforce
Dropdown With Option to Navigate to Different Fields In Form
HTML
Display CheckBox Value On PDF As β€œX”
PDFHTML
Sign In to Formyoula Mobile with Partner and Communities Users
Getting Started
Create a Thank You Page on Formyoula
Forms
Salesforce Grid Element
Salesforce
Update Select List Options Based On Other Field Selections
DemoForms
Floating Repeat Group Add Button
Forms
Salesforce Lookup Auto Sync
Salesforce
Update Or Create A Contact And Attach To A New Campaign As A Campaign Member
Salesforce
Access Saved Drafts From The Same Account On Different Devices
Mobile
Single Sign-On (SSO) Login With QR Codes On Formyoula 5
Mobile
Disable A Select Field And Make A Text Field Read-Only Based On Another Field Selection
Forms
Export Your Formyoula Forms From Your Sandbox and Import Them Into Your Salesforce Production Environment
Getting Started
OR Criteria Multi-Level Controlling Field Logic
Forms
Access Sent Entries From The Same Account On Different Devices
Forms
Validation Rule Using Field Update Workflow
Forms
Hide Salesforce Sync Section On The Mobile App
FormsMobile
Displaying Additional Salesforce Information For Lookup & Select Fields
Salesforce
Import Users From a CSV File
Getting Started
Set Form Field Values With Current User Merge Fields Using The Field Update Workflow
Forms
Generate Invoice Number Using Salesforce Object Auto Number Name
Forms
Create a Custom User Login Email Template for Your New Users
Getting Started
Flag Emojis And Custom Font Styles For Form Templates On The Mobile App
MobileForms
Salesforce Formyoula Lightning Package Setup With Named Credentials
Salesforce
Custom PDF Format Examples For Number And Currency Fields
PDF
Multiple Headers Per Row Using An HTML Field
Forms
Set End Date Field One Hour Ahead Of Start Date
JavaScript
Display A Date Field Only If The Signature Is Captured In A Repeat Field
Forms
Increment New Repeat Date Field Value By One Day
JavaScript
Add Salesforce API User To Formyoula
Salesforce
Hide Fields When Specific Select Field Option is Selected
Forms
Share a Form Without Displaying On Mobile App
Forms
Create Salesforce Chatter Files, Attachments and Documents using Formyoula Form Files
Salesforce
Display Tooltip Help Text For a Form Field
Forms
Formyoula Alert With Custom Buttons
JavaScript
Weather Description Of City With API Table Using The Field Update Workflow Field
Forms
Take Fields From Previous Page And Merge Into Next Page As Field Values
Forms
Set Default Field Values Using Field Update Workflow
Forms
Date Field Validation And Conditional Logic
JavaScript
Record Previous Input Values For Next Form Entries
JavaScript
Conditional HTML Message With Salesforce Record PreFill
Salesforce
SFDC REST API From Formyoula
JavaScript
Trigger API Prefill On Repeat Create And Delete Events
JavaScript
Attach Form Entry DOC To A Salesforce Record
Salesforce
Disable Clicks From Spinner UI
JavaScript
Refresh Repeat Header Fields After a Repeat PreFill
JavaScript
Salesforce Select Auto Record Selection Based on Custom Date Logic
JavaScriptSalesforce
Salesforce File Preview Field
Salesforce
Field Update Workflow
Forms
Hide PDF Table If It Has Only One Header Row And No Data
PDFHTML
Update Dependant Field Label Based On Parent Field Value
JavaScript
Adjust The Width Of a Field Label And Input Area
Forms
Add Formyoula Mobile Web App To Your Home Screen
Mobile
Salesforce Table Filtering And Creating New Records On Other Objects
Forms
Enable Additional User Features
Salesforce
Branding Your Forms With Background Images, Custom Font
Mobile
Track Time For Actions Based On Grid Select List
JavaScript
Purchase Formyoula Licenses
Billing
Custom Alert Messages on Salesforce PreFill Field
Salesforce
Auto-PreFill The Salesforce Lookup With The User Attribute
JavaScript
Display A Date Field Only If The Signature Is Captured.
JavaScript
Display Numbers Separated By Thousands
JavaScript
Preview Images In Salesforce Table Field
JavaScriptHTML
Display CheckBox In The PDF
PDF
Multiple PDF Content via Connections
PDFConnection
Automated Field Label Translation Using JavaScript
JavaScript
Update a Formyoula Only User To a Formyoula Salesforce User
MobileSalesforce
Formyoula Offline Use Case Demo Videos
Demo
Formyoula Mobile Offline Demo for Salesforce
Demo
Formyoula Form Builder Video Guide
Demo
Salesforce Mobile Forms - Retail Store Report
Demo
Formyoula Mobile Forms - Expense Claim
Demo
Install Formyoula from the AppExchange
Demo
Formyoula Setup and Deployment Overview
Demo
Formyoula for Salesforce - Mobile Digital Forms
Demo
Offline Form Entry Sharing Between Devices Using Bluetooth and NFC
Mobile
Enable Secure Mobile Pin Lock
Mobile
Mobile PDF Printing
Mobile
Disable Auto App Updates on Android
Mobile
Custom Navigation Buttons Using The HTML Element
Mobile
Making Your Form Fields Required
Mobile
Sign Out from The Mobile Application
Mobile
Adding Form Entry List Views Fields
Mobile
Offline Salesforce Lookups
Mobile
Where to find the Formyoula mobile applications?
Mobile
Add PDF Attachments to Files or Notes & Attachments on Salesforce
Salesforce
Passing secure and sensitive data in a Formyoula URL using AES encryption
Salesforce
Formyoula and Salesforce User Refresh Token Management
Salesforce
Setup Single Sign-On (SSO) with Formyoula and Salesforce
Salesforce
Sign In As Another Formyoula User
Salesforce
Create Custom Lookup Search Result Fields
Salesforce
Store Formyoula form entries directly in your Salesforce organization
Salesforce
Filter Salesforce Records Based on Formyoula User Email
Salesforce
Create, Update and Find Records on Salesforce
Salesforce
Create Time Based Workflow Rule To Retry Failed Formyoula Files
Salesforce
Capture Photos, Signatures And Sketches Offline
Salesforce
Prefill form fields from Salesforce using URL merge parameters
Salesforce
Formyoula Salesforce Features
Salesforce
Add Salesforce Users to Your Formyoula Account
Salesforce
Formyoula Integration With Salesforce Chatter
Salesforce
Record Voice Files In Salesforce
Salesforce
Record & Display Signatures In Salesforce
Salesforce
Record & Display Images In Salesforce
Salesforce
Send Email After Each Form Entry Is Captured
Salesforce
Conditional Salesforce Record Creation
Salesforce
Salesforce Form With Multiple Line Items Using Repeat Groups
Salesforce
Record Customer Site Visit On Salesforce
Salesforce
Salesforce Record Type Switching With Workflow Rules
Salesforce
Updating Existing Records In Salesforce With Lookups
Salesforce
Override Select List Options With Salesforce IDs
Salesforce
New Contact Creation And Attachment To Campaign As A Campaign Member
Salesforce
Autonumber New Salesforce Records With A Unique Formyoula Entry ID
Salesforce
Pre-Fill Formyoula Forms With Salesforce Information
Salesforce
Set Record Types With Hidden Fields
Salesforce
Display Images And Signatures In Salesforce
Salesforce
Add Users To Campaigns During Events
Salesforce
Salesforce Select Child Record Filter
Salesforce
Salesforce Select Element For Record Assignments In The Field
Salesforce
Convert Existing Salesforce Lead Into an Account, Contact, Opportunity and Follow-up Task
Salesforce
Adding Salesforce Lookup Fields To Your Mobile Forms
Salesforce
Salesforce Record Select List
Salesforce
Lookups for Salesforce Orders and Contracts
Salesforce
Create Records on Custom Objects With Formyoula
Salesforce
Testing Formyoula In Your Salesforce Sandbox
Salesforce
Common Salesforce Record Errors
Salesforce
Lead Capture With Business Card
Salesforce
Create New Account With Multiple Contacts, And Multiple Tasks Assigned To The Contacts
Salesforce
Creating Form Connections
Connection
Connect Your Forms With Salesforce Objects
ConnectionSalesforce
Create Or Update Lead Records In Salesforce By Using The Upsert Functionality
Connection
Push Form Entry Updates To Salesforce
Connection
Attach Form Entry PDF To A Salesforce Record
ConnectionPDF
Email Connection
ConnectionEmail
Form Tagging - Create Folder Like Filters For Your Forms
Mobile
Generate Unique ID And Send To Salesforce Using The JavaScript Element
Connection
Create New Opportunity And Opportunity Product Records Using Existing Price Book Entry Records (Pre-Fill)
Salesforce
Create New Work Order And Work Order Line Item Records Offline
Salesforce
Create New Opportunity And Opportunity Product Records Using Existing Price Book Entry Records
Salesforce
Create New Order And Order Product Records Using Existing Price Book Entry Records
Salesforce
Create Salesforce Chatter Files in Chatter Groups using Formyoula Form
Salesforce
Update or Create a Contact Record
Salesforce
Create Visit Records and Track Number of Visits
Salesforce
Create New Task Linked To an Account and Contact Records
Salesforce
Create New Contact Record as a Campaign Member to a New Campaign Record
Salesforce
Create Salesforce Quotes and Quote Line Items (Products) with an offline form
Salesforce
Create New Case Record Linked to an Existing Account Record
Salesforce
Create New Opportunity Record Linked to an Existing Account Record
Salesforce
Create New Opportunity Record Linked to a New Account Record
Salesforce
Create New Lead Record as a Campaign Member to an Existing Campaign Record
Salesforce
Create New Campaign Record
Salesforce
Create New Lead Record
Salesforce
Create New Contact Record
Salesforce
Create New Account Record
Salesforce
Auto Submit Element
Getting Started
Graphic Element Base64 Option
Getting Started
Installing Formyoula Mobile Web App on Windows and Mac desktop
Getting Started
How to Edit User Details And Add Custom Attributes
Getting Started
PDF Upload Form Element Guide
Getting Started
Define dependencies between fields (e.g., dependent picklists)
Getting Started
Display Repeat Group Entries In Custom PDF Template Using Merge Fields
PDF
Edit Form Entries Directly From Your Dashboard To Resubmit Them
Getting Started
Assign Admin Privileges to Formyoula Users
Getting Started
Restrict The Formyoula Users Page to Admin Users Only
Getting Started
Delete Users
Getting Started
Change Salesforce Integration User By Changing Form Ownership
Getting Started
How To Skip Form Pages Using Formyoula Custom Navigation?
Getting Started
Formyoula Features
Getting Started
Create Forms and Capture Form Entries in Any Language
Getting Started
Custom Navigation Buttons
Getting Started
Math Formula Field - For Simple Mathematical Calculations
Getting Started
The Difference Between Salesforce and Formyoula User Types
Getting Started
Download Captured Form Entries as a CSV File
Getting Started
Create custom branded PDFs using the Formyoula PDF Editor
Getting StartedPDF
Enable Salesforce Object Access for Chatter Free Users and Other Salesforce Users With Limited or No Access to Objects
Getting Started
Conditional Fields
Getting Started
Form Mass Sharing
Getting Started
Form Sharing
Getting Started
Exporting All Form Entries To Excel
Getting Started
Adding Users and Form Sharing
Getting Started
Capturing Form Entries With Formyoula Mobile Web
Getting Started
Convert Salesforce Objects to Formyoula Forms
Getting Started
Purchasing Formyoula Licences
Getting Started
Formyoula Form Files to Attach Multiple Photos Using Repeat as File on Salesforce
Salesforce
Capture GEO Location Values on Form Fields
JavaScript
Confirm Alert For The Navigation Button
Forms
Custom Button To Open Forms On The Mobile App
JavaScript
Display Google Maps on The Formyoula Form
JavaScript
Change Button Colors on Repeat Group
HTML
Attach A File To A Newly Created Record Using File Upload
Salesforce
Convert an Example PDF into a Formyoula PDF
PDF
How to Find Existing Salesforce Records to Avoid Creating Duplicates
Salesforce
Pre-Fill Salesforce Record Fields And Set Default Field Values
Salesforce
Salesforce Prefill Field
Salesforce
Translation Field for Form Label and Text Translation
Forms
Custom Form UI With a Left Side Navigation Panel
JavaScriptHTML
Filtering Salesforce Records For Offline Sync
Salesforce
Multiple Salesforce Tables Per Row
JavaScript
Create a Salesforce Form
Getting Started
Require New Repeat Group Entries If Any Fields Are Changed or Required
Forms
Display City Weather Based On The Select List Using The API Prefill Field
Forms
Display Captured Form Entries On a Formyoula Form
Mobile
Salesforce Table Record Excel/CSV File Download
Salesforce
Select List Dependency - Include All Controlling Fields
Forms
Google Address Lookup With Formyoula Forms
JavaScript
Salesforce Table on PDF
PDF
Extract Part Of A Number From Input And Set As Another Field Value
JavaScript
Get Select Option Value And Set It To The Text Field
JavaScript
Disable The β€œAllow Users To Install Canvas Personal Apps” Option
Salesforce
Hide Fields On Formyoula Forms Using CSS
HTML
Send Formyoula Email via JavaScript
JavaScript
Disable Fields After Form Is Signed
JavaScript
Repeat Group Entry Grouping Into Separate PDF Tables
PDF
Salesforce Lookup Field PreFill From Another Lookup Field
Salesforce
Open New Form Using Navigation Button
Forms
Changing Field Background Color Using CSS
HTML
Repeat Group Number Field Sum Calculation
JavaScript
Show Field Labels Above The Input
JavaScript