Adding Users And Form Sharing

By Adding users to your organization you will be able to share your forms and set the access level for each user.

To add users please go to your Formyoula Dashboard and click on the "Users" section.



Here you can see all the users in your organization, to add more users please click on "Add user" button.



You can add users manually.



After the users are added to your organization you can manage your licenses between them by pressing on the "Activate" and "Deactivate" buttons.



To open the form sharing option manager go to your Formyoula Dashboard and click on the "Share" button next to the form.



Here you will see all the users in your organisation. You can manage licenses and add users from this page as well, this will redirect you to the "Users" page. 



You can now control each users access level on your form.



None - User will not see this form on their Formyoula mobile or web application.

Create Entries - Users will only be able to submit form entries and will not be able to access captured entries on the Formyoula dashboard.

Create & View Entries - Users will be able to submit form entries and view their captured entries on the Formyoula Dashboard.

Create & View Entries & Edit Form - Users will be able to capture and view entries, edit the form, manage form connections and download all captured entries.

For any questions please email support@formyoula.com. 




Getting Started

  1. Create a Salesforce Form
  2. Purchasing Formyoula Licences
  3. Convert Salesforce objects to Formyoula forms
  4. Adding Users And Form Sharing
  5. Exporting All Form Entries To Excel
  6. Form Sharing
  7. Conditional Fields
  8. Sign In To Formyoula Mobile With Partner and Communities Users
  9. Enable Salesforce Object Access for Chatter Free Users and Other Salesforce Users With Limited or No Access to Objects
  10. Create custom branded PDFs using the Formyoula PDF Editor
  11. Import Users From a CSV File
  12. Download Captured Form Entries as a CSV File
  13. Export Your Formyoula Forms From Your Sandbox and Import Them Into Your Salesforce Production Environment
  14. Create a Custom User Login Email Template for Your New Users
  15. The Difference Between Salesforce and Formyoula User Types
  16. Math Formula Field - For Simple Mathematical Calculations
  17. Custom Navigation Buttons
  18. Create Forms and Capture Form Entries in Any Language
  19. Formyoula Features
  20. How To Skip Form Pages Using Formyoula Custom Navigation?
  21. Change Salesforce Integration User By Changing Form Ownership
  22. Delete Users
  23. Restrict The Formyoula Users Page to Admin Users Only
  24. Assign Admin Privileges to Formyoula Users
  25. Edit Form Entries Directly From Your Dashboard To Resubmit Them
  26. Display Repeat Group Entries In Custom PDF Template Using Merge Fields
  27. Define dependencies between fields (e.g., dependent picklists)
  28. Formyoula Github Integration
  29. PDF Upload Form Element Guide
  30. How to Edit user Details and add Custom Attributes
  31. Installing Formyoula Mobile Web App on Windows and Mac desktop

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