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54 results found

  1. Address Input option

    Option to add an address like in salesforce with the new google accuracy

    3 votes

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    1 comment  ·  Admin →
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  2. Allow selection of controlling field logic

    When adding a controlling field it would be great if you could select the logic. e.g. show if or don't show if.

    If this was implemented it would allow uses to select 1 field as don't show if rather than 10 fields as show if.

    This would make it far easier to control the form.

    5 votes

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  3. Allow for Default Values for Input fields

    We often have default values (for radio, text, number, currency, etc.) and would like to allow these be be modified on the form, but they should always start at the same place.

    11 votes

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    1 comment  ·  Admin →
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  4. confirmation page

    Have a full confirmation page as an option for a successfully submitted form. Also allow for custom timeout options.

    We have users that miss the submit banner because it flashes too quickly.

    12 votes

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  5. On "Save a Draft", display the form in current progress, not dashboard

    When saving a draft, provide a choice to display form in current progress, instead of going to dashboard entries list

    5 votes

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    Hello Johnb,

    Thank you for posting the idea.

    We will review the possibility of adding this in the future and will be happy to keep you posted if this becomes available in any of our future updates.

    Please let us know if you have any questions.

    Thank you again,
    Formyoula team

  6. Align Email field with RFC 2822 standard (currently used by Salesforce) for email structure

    I would recommend that the Formyoula email field has the same restrictions as the email field in Salesforce. Currently, Salesforce's email field complies with the RFC 2822 standard: https://help.salesforce.com/articleView?id=000001145&language=en_US&type=1 however Formyoula does not.

    For e.g. a user with name@name_name.com is accepted in Formyoula, but wouldn't be accepted in Salesforce. We encountered this error already, and it would be a good improvement if the email fields of Formyoula are aligned with the RFC 2822 standard as well.

    6 votes

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    planned  ·  2 comments  ·  Admin →
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  7. Ability to name PDFs which are attached to email connections using information in the form

    When you add email connections to a form, you have the option of adding code which automatically retrieves data from a form and displays this information in the email subject and/or body. The code would look something like this: "{{51a5-3zf2-pl3f}}".

    When you edit email connections you have the option of attaching a form as a PDF. My suggestion would be to give Formyoula the ability to rename the PDF files which are attached to your emails based on information found in a form. Otherwise, a lot of time is spent manually renaming PDF files because they would all generically be…

    4 votes

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    under review  ·  1 comment  ·  Admin →
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  8. Add ability to clear optional Salesforce Lookup field after selecting a record

    When adding a Salesforce Lookup field with Required = No, then selecting a record, you cannot subsequently clear that selection. Or, at least I haven't figured out how to do it.

    Maybe add a little 'X' to the right side of the selected record to allow it to be cleared?

    IMO, this should also clear any fields that were filled-in automatically by a connector.

    5 votes

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    planned  ·  3 comments  ·  Admin →
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  9. Add Likert Scale question type

    Create a matrix question type to group questions with the same responses (i.e., Questions on the Y axis, responses on the X axis (as column headers). Common example: Yes, No, N/A across the top.

    5 votes

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  10. Email alert feaure

    Would be great to have a text box created, when data is submitted within the box it will generate an alert to a designated email/s.

    For non Salesforce users.

    2 votes

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    under review  ·  1 comment  ·  Admin →
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  11. Ability to delegate licence administration

    Delegate the task of 'Activate' and 'Deactivate' users to a delegated admin. I want to decide how many licences I need to buy, but delegate the assignment of that licences to another user. Segregate who pays the bill vs who assigns the work.

    1 vote

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    started  ·  2 comments  ·  Admin →
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  12. Conditional Emails

    Create conditional email fields so form emails will only be sent to addresses based on a select or conditional field.

    6 votes

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    under review  ·  1 comment  ·  Admin →
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  13. Clone Fields

    Add setting onto each field to clone it.

    I want to add a bunch of the same field but i have to add them all individually rather then creating it once and cloning it.

    Example: photo field, i need 5 different photos taken on a form, each time i add the photo field i need to rename it, set the quality, set the required and set it to save a copy locally.

    It would save me a lot of time if i could create the first field and then clone it 5 times.

    6 votes

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  14. Login as created user

    It would be great if as Admin we could login as any user (clients).

    In Salesforce you can login as another user provided they give you access which is usefull for oberving issues a user may be facing etc.

    This would be handy in Formyoula as well.

    7 votes

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  15. When attaching a PDF file to an SF record allow for the name of the file to be set

    Currently when a user completes a form that is attached to a Salesforce record the name of the file is set to the name of the form. When the user goes to look up their form if they have created more than one the have the same name. It would be nice if we could use a field entry to define the name of the file that is saved.

    4 votes

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  16. Allow a repeat group to occur within a repeat group.

    Would like the ability to add a smaller repeat group to happen within a larger repeat group.

    7 votes

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  17. Allow drag and drop to customize the look of the form in the app

    Once you have your form completed allow drag and drop to customize the layout of the form within the app for users.

    13 votes

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    under review  ·  1 comment  ·  Admin →
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  18. Input option of "Address"

    Add an input for "Address" which automatically creates the usual components of address which are street, city, state, postcode and country. Plus a checkbox for registered and Mailing address are the same.

    6 votes

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  19. Custom Connection Name

    Put a text field on each connection page to allow for custom connection naming for easier reviewing and navigation.

    Show this field on the connections page.

    1 vote

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  20. Have basic charts within the PDF and Form

    Having the ability to show basic line charts on PDF's and on forms based on data captured during a visit would revolutionise the documents sent after a call and visually help the Sales Person see issues.

    The chart I would like to see would have 3 lines on the same chart to allow comparison

    1 vote

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