General
34 results found
-
Attach Photos/Videos as separate attachments
Upload photos in form to notes and attachments separately. We currently pull pictures from our notes and attachments into an online presentation format. It would be nice if the form could take the pictures uploaded in the app and title them as directed in the app and attach them separately in the notes and attachments within salesforce.
18 votesThank you to everyone for sharing your feedback and upvoting this idea. We have released a feature called Formyoula File that allows you to upload photos, audios and signatures as native Salesforce files and attachments.
For more information, please visit our blog – http://blog.formyoula.com/blog/2016/5/4/formyoula-file-offline-media-capture
Thank you again and have a fantastic day,
Richard -
Fix editing backward
The dependencies work going forward, but not backward. For example, if I have a form with a select module, and I select "Adams," and I go back and edit it to "Other," the dependent field to Other does not appear. It will appear, however, if I select Other originally.
3 votes -
Allow decimals in number fields
Currently there is no way to add a number behind the decimal point for a number field (at least when filling out the form on an iphone). I can enter a 3 but not a 3.5, for example. I'd like to be able to enter a 3.5
4 votes -
Add a rating field
Add a 5 star rating field. That could be useful for create quick surveys.
3 votes -
highlight entry form
would like to highlight the fields they need to do
2 votes -
Ability to view when form was submitted
When viewing form entries from an administrative view the ability to see when the form was submitted along with when it was created as those don't always happen on the same day.
4 votes -
Ability to pass in object id from Salesforce
Currently the only way to attach a form to an existing record is by adding a lookup field to the form. Having the ability to create a button or link in SF that would call the form and include the id of the object that relates to the form would be great. In our case we have an assessment that we are doing from an Opportunity and we are attaching the PDF to the object. By passing the ID of the Opportunity to the form it takes one less step out of the hands of the user.
8 votesHey Chris,
Thank you for the great suggestion.
We have released a new feature that allows users to open Formyoula forms from the Salesforce Desktop and the Salesforce Mobile app using Customs Buttons or Quick Actions.
Pease see below demo videos on how forms can be launched from:
- Salesforce Desktop – https://www.youtube.com/watch?v=pOB6EF3Ymy4
- Salesforce1 mobile – https://www.youtube.com/watch?v=CQQcQLf_aroIf you have any questions, please let me know.
Thank you and have a great day,
Kristina -
Pictures saved to iPad photo album
Would like the ability to have pictures saved to photo album when taking them through the app.
1 vote -
Pass Static Values
You should be able to set static values for fields that will always be the same. I, for example, want to set a Record Type on the Salesforce record since the records from this Formyoula form will always be the same record type.
3 votesHi Jody
Thank you for sharing the feedback.
We have a hidden field element that you can use on the forms – http://support.formyoula.com/knowledgebase/articles/393532-set-record-types-with-hidden-fields
Let me know if this helps?
Cheers
Richard -
From Graphics
Rich text edit for form information and logos, colours, etc to get form to fit with corporate standards
4 votesHey Steve
Thank you for the great suggestion.
We have added custom styling capabilities to Formyoula forms using the HTML form element. For more details please see our support article – http://support.formyoula.com/knowledgebase/articles/864285-branding-your-forms-with-background-images-custom
Thank you again and have a great day,
Richard -
Rich text/ formattingwith paragraph item
I would like to be able to have the capability to do simple formatting (line breaks, bullets, bold, italic, etc.) within a paragraph on a form.
10 votesThank you for your suggestions. We have added a new HTML element that allows you to add custom formatting, styles and logic. We will make sure to share the guide with full description and examples once it has been published.
Thank you again and have a great weekend.
-
Ability to show/hide pages based on another field
It would be nice to be able to show or hide pages based on a field selection
8 votesHey Kim,
Thank you for the great suggestion.
We have released a new feature that allows users to skip form pages using Formyoula Custom Navigation.
Please see this guide that explains how to enable and setup custom navigation for your form – http://support.formyoula.com/knowledgebase/articles/1074703-how-to-skip-form-pages-using-formyoula-custom-navi
If you have any questions, please let me know.
Thank you and have a great day,
Kristina -
Creating multiple child records on a master detail relationship
When capturing opportunities it would be great if we could add multiple products on the form by just clicking a plus button to add new.
3 votesYou can find more information about repeat groups here – http://support.formyoula.com/knowledgebase/articles/453473-use-repeat-groups-to-create-salesforce-child-and-r
-
Ability to auto populate form fields based on lookups
It would be great if some of the fields on the form could be pre-filled based on a lookup. For example contact details like email and phone can be auto populated when you select an entry on the lookup popup.
2 votes
- Don't see your idea?