All articles

  1. Add Salesforce Users to Your Formyoula Account

  2. Add Users To Campaigns During Events

  3. Adding Form Entry List Views Fields

  4. Adding Salesforce Lookup Fields to Your Mobile Forms

  5. Adding Users And Form Sharing

  6. Are there any limits to how many form entries we can capture?

  7. Assign Admin Privileges to Formyoula Users

  8. Attach Form Entry PDF to a Salesforce Record

  9. Autonumber new Salesforce records with a unique Formyoula entry ID

  10. Barcode and QR scanning using the Formyoula mobile application

  11. Branding Your Forms With Background Images, Custom Fonts and Text Colours

  12. Can a user view submitted form data through a mobile application on their mobile device?

  13. Can I add e-signatures to forms?

  14. Can I create a Salesforce Offline Quote capture form with Formyoula?

  15. Can I fill out my Formyoula forms using a web browser?

  16. Can I get all failed entries that were not created on the Salesforce?

  17. Can I get an invoice for the charge?

  18. Can I pay every year / annually, instead of every month?

  19. Can I receive the data in my email?

  20. Can I redirect users to a different web site or app after the form is submitted?

  21. Can I see who made changes to form or connection?

  22. Can I submit a purchase order or pay by invoice?

  23. Can I try this service risk-free?

  24. Can I update existing records in Salesforce?

  25. Can I use Chatter Free users with Formyoula?

  26. Can I use your processing service with my own forms or do I have to use the Form Builder?

  27. Can the person who submits the form receive a confirmation email?

  28. Can we use Formyoula to export directly to a PDF rather than entering data into Salesforce?

  29. Cancel Subscription

  30. Capture GEO Location in Salesforce

  31. Capture GEO Location on Form Entry Submission

  32. Capture Photos, Signatures And Sketches Offline

  33. Case Update Form With Filtered Case Related List

  34. Change Salesforce Integration User By Changing Form Ownership

  35. Change The Formyoula App System Button and Label Language

  36. Common Salesforce Record Errors

  37. Conditional Fields

  38. Conditional Salesforce Record Creation

  39. Connect your forms with Salesforce objects

  40. Convert Existing Salesforce Lead Into an Account, Contact, Opportunity and Followup Task

  41. Convert Salesforce objects to Formyoula forms

  42. Create a clickable link that will open a Formyoula form

  43. Create a Custom User Login Email Template for Your New Users

  44. Create a Salesforce Form

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

  46. Create custom branded PDFs using the Formyoula PDF Editor

  47. Create Forms and Capture Form Entries in Any Language

  48. Create Multiple Related Salesforce Records Using a Single Form

  49. Create New Account Record

  50. Create New Campaign Record

  51. Create New Case Record Linked to an Existing Account Record

  52. Create New Contact Record

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

  54. Create New Lead Record

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

  56. Create New Opportunity and Opportunity Product Records Using Existing Price Book Entry Records

  57. Create New Opportunity and Opportunity Product Records Using Existing Price Book Entry Records (Pre-Fill)

  58. Create New Opportunity Record Linked to a New Account Record

  59. Create New Opportunity Record Linked to an Existing Account Record

  60. Create New Order and Order Product Records Using Existing Price Book Entry Records

  61. Create New Task Linked To an Account and Contact Records

  62. Create New Work Order and Work Order Line Item Records Offline

  63. Create or Update Lead Records in Salesforce by Using the Upsert Functionality

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

  65. Create or Update Multiple Contact Records and Link Them to a New Task Record

  66. Create Records on Custom Objects With Formyoula

  67. Create Salesforce Chatter Files in Chatter Groups using Formyoula Form

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

  69. Create Salesforce Event with Multiple Attendees

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

  71. Create Time Based Workflow Rule To Retry Failed Formyoula Files

  72. Create Visit Records and Track Number of Visits

  73. Create, Update and Find Records on Salesforce

  74. Creating Form Connections

  75. Custom Controlling Field Logic

  76. Custom Navigation Buttons

  77. Custom Navigation Buttons Using The HTML Element

  78. Delete Users

  79. Disable Auto App Updates on Android

  80. Display Images and Signatures in Salesforce

  81. Display Repeat Group Entries In Custom PDF Template Using Merge Fields

  82. Displaying Additional Salesforce Information for Lookup & Select Fields

  83. Do you have documentation or a Knowledge Base?

  84. Do you have special discounts for nonprofits?

  85. Do you keep a backup of all data passed through Formyoula?

  86. Do you keep backups?

  87. Do you provide Non Profit Discounts on Licences?

  88. Do you provide phone support?

  89. Do you provide tiered pricing?

  90. Do you support formula fields?

  91. Do you support non-Latin character sets (e.g. Greek, Cyrillic, Arabic, Hebrew, kanji)?

  92. Does Formyoula support other languages besides English?

  93. Does our data ever leave the device on which it is entered?

  94. Does this forms app has a Spanish version?

  95. Download Captured Form Entries as a CSV File

  96. Edit Form Entries Directly From Your Dashboard To Resubmit Them

  97. Email Connection

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

  99. Enable Secure Mobile Pin Lock

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

  101. Exporting All Form Entries To Excel

  102. Filter Salesforce Lookups Based on Form Field Values Using Merge Fields

  103. Filter Salesforce Records Based on Formyoula User Email

  104. Form Auto-Submission When Users Are Idle

  105. Form Auto-Submission When Users Are Idle

  106. Form Sharing

  107. Form Tagging - Create Folder Like Filters For Your Forms

  108. Formyoula Features

  109. Formyoula for Salesforce - Mobile Digital Forms

  110. Formyoula Form Builder Video Guide

  111. Formyoula Integration With Salesforce Chatter

  112. Formyoula Mobile Forms - Expense Claim

  113. Formyoula Mobile Offline Demo for Salesforce

  114. Formyoula Offline Use Case Demo Videos

  115. Formyoula Salesforce Features

  116. Formyoula Setup and Deployment Overview

  117. Generate unique ID and send to Salesforce using the JavaScript element

  118. Get and Set Formyoula Field Values Using the Javascript Elements

  119. How can I find form entries submitted by specific user and date?

  120. How can I get more help?

  121. How can I make sure my Salesforce users can Sign In on Formyoula Mobile?

  122. How can I prefill forms with information from Salesforce?

  123. How can I recover archived forms?

  124. How can I take ownership of a form created by another user?

  125. How can I view a list of user last login date?

  126. How do I cancel my account?

  127. How do I download all collected entries and import in to Excel?

  128. How do I know which fields need to be mapped to Salesforce?

  129. How does your pricing model work?

  130. How many form pages and fields can I create?

  131. How much does it cost?

  132. How often do you push updates to the software? Will there be any interruptions in our service during these updates?

  133. How to Change Formyoula Mobile App Header Background Color and Header Text Color

  134. How to delete a form from your Formyoula account

  135. How To Skip Form Pages Using Formyoula Custom Navigation?

  136. How to unarchieve a form from Formyoula account

  137. How will I be billed?

  138. How would you go about handling Initials in a form?

  139. I am having trouble getting "Display Additional Fields" to work on a contact look-up. What might be the reason?

  140. I am unable to scroll within the forms when I am in landscape mode using the iOS app on an iPad. How can I fix this?

  141. If we need support, whom will we contact and what is your typical response time?

  142. Import Users From a CSV File

  143. Install Formyoula from the AppExchange

  144. Is it possible to know what was the device and OS version that captured the form entry?

  145. Is it possible to “add controlling field” linked to a “page”?

  146. Is the data securely captured offline and the transmission to Salesforce encrypted?

  147. Is there a contract?

  148. Is there a limit to the number of form templates that we can have?

  149. Is there anything I need to do after we refresh our Salesforce Sandbox instance?

  150. Is there anyway to make the text appears longer for a field label?

  151. Lead Capture With Business Card

  152. Lookups for Salesforce Orders and Contracts

  153. Making Your Form Fields Required

  154. Math Formula Field - For Simple Mathematical Calculations

  155. Merge Multiple Form Fields Into a Hidden Field to Map Multiple Formyoula Fields to a Single Salesforce Field

  156. Mobile PDF Printing

  157. Multiple Salesforce Records With a Single Form

  158. New Contact Creation and Attachment to Campaign as a Campaign Member

  159. Offline Event Registration

  160. Offline Salesforce Lookups

  161. Online and Offline Salesforce Lookup Search

  162. Override Select List Options With Salesforce IDs

  163. Pre-fill Formyoula forms with Salesforce Information

  164. Prefill form fields from Salesforce using URL merge parameters

  165. Purchasing Formyoula Licences

  166. Push Form Entry Updates To Salesforce

  167. Record & Display Images in Salesforce

  168. Record & Display Signatures in Salesforce

  169. Record Customer Site Visit on Salesforce

  170. Record Voice Files in Salesforce

  171. Refund Policy

  172. Release Notes - June, 2017

  173. Release Notes - September, 2017

  174. Restrict The Formyoula Users Page to Admin Users Only

  175. Salesforce From With Multiple Line Items Using Repeat Groups

  176. Salesforce Mobile Forms - Retail Store Report

  177. Salesforce Offline Case Assignment via Email

  178. Salesforce Record Select List

  179. Salesforce Record Type Switching With Workflow Rules

  180. Salesforce Select Child Record Filter

  181. Salesforce Select Element for Record Assignments in the Field

  182. Salesforce1 Quick Action Menu For Launching Formyoula Forms

  183. Send Email After Each Form Entry is Captured

  184. Set Record Types with Hidden fields

  185. Sign In To Formyoula Mobile With Partner and Communities Users

  186. Sign out from mobile application

  187. Store Formyoula form entries directly in your Salesforce organization

  188. Testing Formyoula In Your Salesforce Sandbox

  189. The Difference Between Salesforce and Formyoula User Types

  190. Update Credit Card Information

  191. Update or Create a Contact and Attach to a New Campaign as a Campaign Member

  192. Update or Create a Contact Record

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

  194. Updating existing records in Salesforce with Lookups

  195. Use Repeat Groups to Create Salesforce Child and Related Records on Your Mobile Forms

  196. View billing, download receipts and add company details

  197. What are the "sign in" options for users to use the mobile forms app?

  198. What are the supported Salesforce editions?

  199. What are your working hours?

  200. What devices can I use to capture mobile forms offline?

  201. What happens to any form that we submitted that isn’t coming through to our Salesforce records?

  202. What if I want to suggest a new feature or improvement?

  203. What if my users don't have access to objects on Salesforce?

  204. What is a Formyoula license and who needs to be licensed?

  205. What is Salesforce Connection Sequence?

  206. What is this website link when installing app from Salesforce AppExchange?

  207. What is your retention policy? Is my data deleted when I cancel my account?

  208. What kind of Salesforce object can I work with? Does it work with custom objects?

  209. What Mobile Devices and OS Versions are Supported/Recommended by Formyoula?

  210. What type of encryption is used for the data you house?

  211. When viewing recent form entries, is it possible to add some sorting capabilities?

  212. Where can I download the mobile app for my iPhone / Android?

  213. Where can I see an Audit Trail of my form updates?

  214. Where to find the Formyoula mobile applications?

  215. Which versions of web browsers do you support?

  216. Who is using Formyoula?

  217. Who owns the data collected on our behalf? Are you selling it to anyone?

  218. Why can I not see my custom fields on the Salesforce connection field mapping list?

  219. Why I am able to update record on Salesforce but other users can not?

  220. Why new Salesforce Leads are not assigned to the users who created them?

Feedback and Knowledge Base