All Guides

Create New Opportunity Record Linked to a New Account Record

Open New Form From Repet Group And PreFIll Form Fields

Open New Form Using Navigation Button

Create Time Based Workflow Rule To Retry Failed Formyoula Files

Custom Icons Using The Smiley Face Field

Multi-Level Related Record Form

Disable Dashboard For Non-Admin Users

Expand Repeat Entries On Field Validation Errors

Hiding Buttons On The Entry Detail Page

Send Email To Multiple Recipients With Repeat Group

Get Select/Multi Check List Option Values And Set It To The Text Field

Send Formyoula Email via JavaScript

Salesforce File Preview Field

Creating A Task Record With One Form And Updating It With A Different Form

Display CheckBox Value On PDF As “X”

Remote Signature Capture With Advanced Signature

Clear Salesforce Lookup Value Using Workflow Field

Displaying Additional Salesforce Information For Lookup & Select Fields

Trigger Salesforce Table Submit Button Using Field Update Button

Track Formyoula Web Forms Using Google Tag Manager

Microsoft Power Automation Setup With Formyoula Form Entries

Salesforce Prefill Field

Require New Repeat Group Entries If Any Fields Are Changed or Required

Filter The Records Based On The User Custom Attributes

Set Global Default Shipping Address

Salesforce SSO Login QR Codes

Create a Salesforce Event Record Linked To Multiple Contacts

Offline Event Registration

Create Salesforce Event with Multiple Attendees

Floating Barcode And QR Code Scan Button

API Connection Setup

HTML With Conditional Display Of Merge Fields - BarCode

Loading JavaScript Libraries From a CDN

Concatenating Form Field Values Into a Hidden field

Multiple Fields Per Row

Video Quality Settings on iPad

Video Quality Settings on iPad

Change User Type From Salesforce to Formyoula

Custom User Attribute Page

Filter Salesforce Record By User Country Using Custom Attributes

Mobile Web App Login And Icon Branding

Enable Camera Permission On The Android v5 App

Repeat to Repeat ( Many to Many ) Record Relationship

Add New Repeat Entry After Specific Field Changes

Salesforce Record Error Emails To Entry Creator

Offline Salesforce Record Filter Using Merge Fields

Filter Salesforce Lookups Based On Form Field Values Using Merge Fields

Prefill Form Fields By Scanning A Barcode

Excel Form Export And Field PreFill With Excel Import

Disabling The Navigation Buttons Until Salesforce PreFill Is Done

Filter Form Templates Based On The Salesforce Objects

Enable Salesforce and Formyoula Entry Storage

Advanced PDF Format Editor Examples For Merge Fields

Scroll The Form Using a Custom Floating Button

Assign Specific API User For Salesforce Record Creation

Set Salesforce User Object Lookup With Current Logged In User

Salesforce Mobile Offline Forms

Salesforce API User Access For Formyoula-Only Users

Resolve Salesforce Errors Using The Retry Button In Email Notifications

Set Custom Field Validation

Hide Additional Salesforce Lookup Fields From The Search UI

Salesforce Table Field

Link One Repeat Group Records to Another Repeat Group Records

Different UI Examples to Display Form Fields

Report A Problem Using Popup Without Submitting A Form

Repeat Group Table Entry Filtering With Search

Send Email While Filling Out a Form

Add Form Fields Into a Collapsible Section

Salesforce Lookup Search Using The Custom Fields

Auto Update The Form To The Latest Version

Setup An Icon Based Floating Button

Open a URL Link Using a Button On The Form

Add Form Fields Into A Collapsible Section

Opportunity Product Update Form Using Repeat Groups

Clear The Lookup Field Value If The User Navigates To The Back Page

Redirect The User To The Custom Setup Form

Custom Button Link On A Form

Update Salesforce Case Status Without Submitting The Form

Salesforce Record Offline Filters

Update Field Label Based on User Selection

Set Fields As Required Based On a Pre-filled Checkbox Using Field Update Workflow

Capture Decimal Places On iOS Using The "Number" Field

Move To The Next Page By Clicking A Check Box

“toLabel()” Function To Prefill the Salesforce Picklists That Have API Values

Formyoula Github Integration

Hide Empty Spaces Created By System Fields

Salesforce SOQL Filter For Multiple Fields Using IN Clause

Send Salesforce File For Review Using Email To A Specific User

Update A Fixed Quantity Field On Salesforce And Display On The PDF

Set Loading State On Repeat Group “Add” Button

Auto-Populate a Custom User Attribute On a Form

Formyoula Forms For Salesforce Lightning Experience

Salesforce Child Record Auto-Fill Using Repeat Groups

Dropdown With Option to Navigate to Different Fields In Form

Sign In to Formyoula Mobile with Partner and Communities Users

Create a Thank You Page on Formyoula

Salesforce Grid Element

Update Select List Options Based On Other Field Selections

Floating Repeat Group Add Button

Salesforce Lookup Auto Sync

Update Or Create A Contact And Attach To A New Campaign As A Campaign Member

Access Saved Drafts From The Same Account On Different Devices

Single Sign-On (SSO) Login With QR Codes On Formyoula 5

Disable A Select Field And Make A Text Field Read-Only Based On Another Field Selection

Export Your Formyoula Forms From Your Sandbox and Import Them Into Your Salesforce Production Environment

OR Criteria Multi-Level Controlling Field Logic

Access Sent Entries From The Same Account On Different Devices

Validation Rule Using Field Update Workflow

Hide Salesforce Sync Section On The Mobile App

Import Users From a CSV File

Set Form Field Values With Current User Merge Fields Using The Field Update Workflow

Generate Invoice Number Using Salesforce Object Auto Number Name

Create a Custom User Login Email Template for Your New Users

Flag Emojis And Custom Font Styles For Form Templates On The Mobile App

Salesforce Formyoula Lightning Package Setup With Named Credentials

Custom PDF Format Examples For Number And Currency Fields

Multiple Headers Per Row Using An HTML Field

Set End Date Field One Hour Ahead Of Start Date

Display A Date Field Only If The Signature Is Captured In A Repeat Field

Increment New Repeat Date Field Value By One Day

Add Salesforce API User To Formyoula

Hide Fields When Specific Select Field Option is Selected

Share a Form Without Displaying On Mobile App

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

Display Tooltip Help Text For a Form Field

Formyoula Alert With Custom Buttons

Weather Description Of City With API Table Using The Field Update Workflow Field

Take Fields From Previous Page And Merge Into Next Page As Field Values

Set Default Field Values Using Field Update Workflow

Date Field Validation And Conditional Logic

Record Previous Input Values For Next Form Entries

Conditional HTML Message With Salesforce Record PreFill

SFDC REST API From Formyoula

Trigger API Prefill On Repeat Create And Delete Events

Attach Form Entry DOC To A Salesforce Record

Disable Clicks From Spinner UI

Refresh Repeat Header Fields After a Repeat PreFill

Salesforce Select Auto Record Selection Based on Custom Date Logic

Field Update Workflow

Hide PDF Table If It Has Only One Header Row And No Data

Update Dependant Field Label Based On Parent Field Value

Adjust The Width Of a Field Label And Input Area

Add Formyoula Mobile Web App To Your Home Screen

Salesforce Table Filtering And Creating New Records On Other Objects

Enable Additional User Features

Branding Your Forms With Background Images, Custom Font

Track Time For Actions Based On Grid Select List

Purchase Formyoula Licenses

Custom Alert Messages on Salesforce PreFill Field

Auto-PreFill The Salesforce Lookup With The User Attribute

Display A Date Field Only If The Signature Is Captured.

Display Numbers Separated By Thousands

Preview Images In Salesforce Table Field

Display CheckBox In The PDF

Multiple PDF Content via Connections

Automated Field Label Translation Using JavaScript

Update a Formyoula Only User To a Formyoula Salesforce User

Formyoula Offline Use Case Demo Videos

Formyoula Mobile Offline Demo for Salesforce

Formyoula Form Builder Video Guide

Salesforce Mobile Forms - Retail Store Report

Formyoula Mobile Forms - Expense Claim

Install Formyoula from the AppExchange

Formyoula Setup and Deployment Overview

Formyoula for Salesforce - Mobile Digital Forms

Offline Form Entry Sharing Between Devices Using Bluetooth and NFC

Launch Offline Formyoula Mobile Forms via Salesforce1 Formula Field Link

Enable Secure Mobile Pin Lock

Mobile PDF Printing

Disable Auto App Updates on Android

Custom Navigation Buttons Using The HTML Element

Making Your Form Fields Required

Sign Out from The Mobile Application

Adding Form Entry List Views Fields

Offline Salesforce Lookups

Where to find the Formyoula mobile applications?

Add PDF Attachments to Files or Notes & Attachments on Salesforce

Passing secure and sensitive data in a Formyoula URL using AES encryption

Formyoula and Salesforce User Refresh Token Management

Setup Single Sign-On (SSO) with Formyoula and Salesforce

Sign In As Another Formyoula User

Create Custom Lookup Search Result Fields

Store Formyoula form entries directly in your Salesforce organization

Filter Salesforce Records Based on Formyoula User Email

Online and Offline Salesforce Lookup Search

Create, Update and Find Records on Salesforce

Create Multiple Related Salesforce Records Using a Single Form

Capture Photos, Signatures And Sketches Offline

Prefill form fields from Salesforce using URL merge parameters

Create a Workflow Rule that will pre-fill information from a related object

Formyoula Salesforce Features

Add Salesforce Users to Your Formyoula Account

Formyoula Integration With Salesforce Chatter

Record Voice Files In Salesforce

Record & Display Signatures In Salesforce

Record & Display Images In Salesforce

Send Email After Each Form Entry Is Captured

Conditional Salesforce Record Creation

Salesforce Form With Multiple Line Items Using Repeat Groups

Record Customer Site Visit On Salesforce

Salesforce Record Type Switching With Workflow Rules

Updating Existing Records In Salesforce With Lookups

Override Select List Options With Salesforce IDs

New Contact Creation And Attachment To Campaign As A Campaign Member

Autonumber New Salesforce Records With A Unique Formyoula Entry ID

Pre-Fill Formyoula Forms With Salesforce Information

Set Record Types With Hidden Fields

Display Images And Signatures In Salesforce

Add Users To Campaigns During Events

Salesforce Select Child Record Filter

Salesforce Select Element For Record Assignments In The Field

Convert Existing Salesforce Lead Into an Account, Contact, Opportunity and Follow-up Task

Adding Salesforce Lookup Fields To Your Mobile Forms

Salesforce Record Select List

Lookups for Salesforce Orders and Contracts

Create Records on Custom Objects With Formyoula

Testing Formyoula In Your Salesforce Sandbox

Common Salesforce Record Errors

Lead Capture With Business Card

Use Repeat Groups To Create Salesforce Child And Related Records On Your Mobile Forms

Create New Account With Multiple Contacts, And Multiple Tasks Assigned To The Contacts

Creating Form Connections

Connect Your Forms With Salesforce Objects

Create Or Update Lead Records In Salesforce By Using The Upsert Functionality

Push Form Entry Updates To Salesforce

Attach Form Entry PDF To A Salesforce Record

Email Connection

Form Tagging - Create Folder Like Filters For Your Forms

Generate Unique ID And Send To Salesforce Using The JavaScript Element

Create New Opportunity And Opportunity Product Records Using Existing Price Book Entry Records (Pre-Fill)

Create New Work Order And Work Order Line Item Records Offline

Create New Opportunity And Opportunity Product Records Using Existing Price Book Entry Records

Create New Order And Order Product Records Using Existing Price Book Entry Records

Create Salesforce Chatter Files in Chatter Groups using Formyoula Form

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

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

Case Update Form With Filtered Case Related List

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

Update or Create a Contact Record

Create Visit Records and Track Number of Visits

Create New Task Linked To an Account and Contact Records

Create New Contact Record as a Campaign Member to a New Campaign Record

Create Salesforce Quotes and Quote Line Items (Products) with an offline form

Create New Case Record Linked to an Existing Account Record

Create New Opportunity Record Linked to an Existing Account Record

Create New Lead Record as a Campaign Member to an Existing Campaign Record

Create New Campaign Record

Create New Lead Record

Create New Contact Record

Create New Account Record

Auto Submit Element

Graphic Element Base64 Option

Installing Formyoula Mobile Web App on Windows and Mac desktop

How to Edit User Details And Add Custom Attributes

PDF Upload Form Element Guide

Define dependencies between fields (e.g., dependent picklists)

Display Repeat Group Entries In Custom PDF Template Using Merge Fields

Edit Form Entries Directly From Your Dashboard To Resubmit Them

Assign Admin Privileges to Formyoula Users

Restrict The Formyoula Users Page to Admin Users Only

Delete Users

Change Salesforce Integration User By Changing Form Ownership

How To Skip Form Pages Using Formyoula Custom Navigation?

Formyoula Features

Create Forms and Capture Form Entries in Any Language

Custom Navigation Buttons

Math Formula Field - For Simple Mathematical Calculations

The Difference Between Salesforce and Formyoula User Types

Download Captured Form Entries as a CSV File

Create custom branded PDFs using the Formyoula PDF Editor

Enable Salesforce Object Access for Chatter Free Users and Other Salesforce Users With Limited or No Access to Objects

Conditional Fields

Form Mass Sharing

Form Sharing

Exporting All Form Entries To Excel

Adding Users and Form Sharing

Capturing Form Entries With Formyoula Mobile Web

Convert Salesforce Objects to Formyoula Forms

Purchasing Formyoula Licences

Formyoula Form Files to Attach Multiple Photos Using Repeat as File on Salesforce

Capture GEO Location Values on Form Fields

Confirm Alert For The Navigation Button

Custom Button To Open Forms On The Mobile App

Display Google Maps on The Formyoula Form

Change Button Colors on Repeat Group

Attach A File To A Newly Created Record Using File Upload

Convert an Example PDF into a Formyoula PDF

How to Find Existing Salesforce Records to Avoid Creating Duplicates

Pre-Fill Salesforce Record Fields And Set Default Field Values

Translation Field for Form Label and Text Translation

Custom Form UI With a Left Side Navigation Panel

Filtering Salesforce Records For Offline Sync

Multiple Salesforce Tables Per Row

Create a Salesforce Form

Display City Weather Based On The Select List Using The API Prefill Field

Display Captured Form Entries On a Formyoula Form

Salesforce Table Record Excel/CSV File Download

Select List Dependency - Include All Controlling Fields

Google Address Lookup With Formyoula Forms

Salesforce Table on PDF