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34 results found

  1. Add a phone number type input field

    The input fields need an input format for phone number so the phone number matches the format in SF. Example (999) 999-9999

    22 votes

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    completed  ·  1 comment  ·  Admin →
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  2. Combine Photo and Sketch,

    If this was possible you could mark up pictures, to highlight areas etc.

    20 votes

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    completed  ·  0 comments  ·  Admin →
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  3. 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 votes

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  4. Formula fields

    Please add formula fields.

    I need to be able to:
    Add fields together to get a total field
    Multiply fileds
    Copy text from a field on 1 page to a read only field on another page
    Give values to select fields and then total the selected select fields

    17 votes

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  5. Field dependency

    Ability to display values of 1 picklist based on values in another picklist - similar to how field dependency works between 2 fields in Salesforce.

    13 votes

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  6. Allow for two-column sections in form

    When building forms, allow for two-column sections to make forms shorter and reduce white space. For example, allow a two-column area for a long list of checkbox fields.

    12 votes

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    completed  ·  7 comments  ·  Admin →
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  7. 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 votes

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    Thank 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.

  8. Enable Offline Salesforce Look up as a system wide setting

    You have to enable Offline Salesforce Look up on every device you log into as per this article http://support.formyoula.com/knowledgebase/articles/490427-offline-salesforce-lookups

    It would be great if the admin of your Formyoula instance can enable this as a system wide setting for all users regardless of which device they use.

    8 votes

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    completed  ·  6 comments  ·  Admin →
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  9. 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 votes

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    Hey 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_aro

    If you have any questions, please let me know.

    Thank you and have a great day,
    Kristina

  10. 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 votes

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    Hey 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

  11. add ability to upsert based on multiple fields

    for ex: upsert based on if the email AND telephone number match an existing record. Or if an email OR a telephone number match an existing record

    6 votes

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    1 comment  ·  Admin →
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    Hey there,

    Thank you for sharing your great suggestion.

    We are happy to announce that Upsert based on multiple fields is now available on LIVE.

    Thank you again,
    Formyoula team

  12. Conditional fields in emails and PDF's

    Can you make conditional fields show / hide on PDF's and emails based on how the form was completed?

    If we have a lot of conditional fields we don't wont those appearing on PDF's and emails if they weren't filled out

    5 votes

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    completed  ·  4 comments  ·  Admin →
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  13. Limit the number of characters

    limit the number of characters you can add on the text field and text area field. So for example if I wanted to link a text field with twitter, I would want to limit the text to 150 characters or how ever many characters twitter can take.

    5 votes

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  14. Filter Lookup based on Formyoula Username

    Ability to filter a Salesforce Lookup and Select fields based on the Formyoula Username.

    Use-case: Company has multiple centers, creating events for their login/location only. When they create the event using a Formyoula form - the username is passed to the event. Then when people register for the event the Select field should only list those events set-up by the Formyoula user.

    4 votes

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    1 comment  ·  Admin →
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  15. 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

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    completed  ·  1 comment  ·  Admin →
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  16. 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

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  17. From Graphics

    Rich text edit for form information and logos, colours, etc to get form to fit with corporate standards

    4 votes

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  18. Exit a form on auto-repeat without having to close down the app

    The cancel button on the form works to come out of the form even when on auto-repeat. Or another way of coming out of the form without having to close down the app to come out of auto-repeat and back to viewing all your forms.

    3 votes

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    completed  ·  2 comments  ·  Admin →
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  19. Unconnected fields

    Fields that are not connected to Salesforce should be highlighted

    3 votes

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    completed  ·  1 comment  ·  Admin →
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  20. 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

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    completed  ·  0 comments  ·  Admin →
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