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Custom User Attribute Page

FormsSalesforce

Opportunity Product Update Form Using Repeat Groups

Demo

Opportunity Product Update Form Using Repeat Groups

Demo

Set Custom Field Validation

Forms

Hide Additional Salesforce Lookup Fields From The Search UI

Salesforce

Salesforce Table Field

Forms

Link One Repeat Group Records to Another Repeat Group Records

JavaScript

Different UI Examples to Display Form Fields

Demo

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

Open a URL Link Using a Button On The Form

FormsDemo

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

HTML With Conditional Display Of Merge Fields - BarCode

PDFHTML

Multiple Fields Per Row

Forms

Hiding Buttons On The Entry Detail Page

HTML

Set Global Default Shipping Address

Demo

Custom Button Link On A Form

HTMLDemo

Trigger Salesforce Table Submit Button Using Field Update Button

Salesforce

Update Salesforce Case Status Without Submitting The Form

Salesforce

Salesforce API User Access For Formyoula-Only Users

SalesforceConnection

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

Video Quality Settings on iPad

Mobile

Capture Decimal Places On iOS Using The "Number" Field

Forms

Move To The Next Page By Clicking A Check Box

Forms

“toLabel()” 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 “Add” 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

Display CheckBox Value On PDF As “X”

PDFHTML

Create a Thank You Page on Formyoula

Forms

Salesforce Grid Element

Salesforce

Update Select List Options Based On Other Field Selections

DemoForms

Floating Barcode And QR Code Scan Button

Forms

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

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

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

Set Salesforce User Object Lookup With Current Logged In User

Forms

Filter Salesforce Record By User Country Using Custom Attributes

Forms

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

Create Salesforce Chatter Files, Attachments and Documents using Formyoula Form Files

Salesforce

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

Add New Repeat Entry After Specific Field Changes

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

Advanced PDF Format Editor Examples For Merge Fields

PDF

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

Launch Offline Formyoula Mobile Forms via Salesforce1 Formula Field Link

Mobile

Enable Secure Mobile Pin Lock

Mobile

Mobile PDF Printing

Mobile

Disable Auto App Updates on Android

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

Create Custom Lookup Search Result Fields

Salesforce

Create a Salesforce Event Record Linked To Multiple Contacts

Salesforce

Store Formyoula form entries directly in your Salesforce organization

Salesforce

Filter Salesforce Records Based on Formyoula User Email

Salesforce

Online and Offline Salesforce Lookup Search

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

Offline Event Registration

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

Create Salesforce Event with Multiple Attendees

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

Filter Salesforce Lookups Based On Form Field Values Using Merge Fields

Salesforce

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

Create Or Update Multiple Contact Records And Link Them To A New Task Record

Salesforce

Create or Update Multiple Contact Records and Link Them to a New Event Record

Salesforce

Update or Create a Contact Record and Link it to an Existing Account Record

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

Formyoula Features

Getting Started

Create Forms and Capture Form Entries in Any Language

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

Exporting All Form Entries To Excel

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

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

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

Salesforce Record Error Emails To Entry Creator

Salesforce

Google Address Lookup With Formyoula Forms

JavaScript

Loading JavaScript Libraries From a CDN

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 “Allow 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

Changing Field Background Color Using CSS

HTML

Repeat Group Number Field Sum Calculation

JavaScript

Show Field Labels Above The Input

JavaScript

Disable Fields On Newly Added Repeat Group Entries

JavaScript

Disable Fields In Repeat Group Based On Checkbox Value

JavaScript

Existing Repeat Group Entry Field Validation With Custom Attributes

Forms

PDF Template Editor Advance Options For Repeat Groups

PDF

Multiple Salesforce Records With a Single Form

Demo

Salesforce Offline Case Assignment via Email

Demo

Capturing Form Entries With Formyoula Mobile Web App

Getting Started

Multiple Fields Per Row

JavaScript

Find Salesforce Lead Status Field Based on A Contact Lookup

Salesforce

Update Attributes of Newly Added Repeat Group Item Fields

JavaScript

Check User Record Access

Salesforce

Date Field Controlling Other Field Visibility

JavaScript

Display Repeat Group Entries In Email And PDF Templates

HTML

Salesforce Lookup (SOQL) Searching Based on Multiple Fields

Salesforce

Conditional Repeat Group Entry Add And Delete Button

HTML