Formyoula Features

Online / Offline OperationThe mobile and web application does not require an internet connection to operate and is fully functional offline.
Data SecurityAll communication is encrypted between the mobile app and Salesforce.
GEO TaggingAutomatically capture the location where the form entry was submitted.
Any DeviceDownload Formyoula mobile apps on iOS and Android devices. Use Windows and Mac devices with the Formyoula mobile web app.
Custom Branded FormsAdd logos, banners and background images. Style form labels and navigation. Create forms for self-service or kiosk stands.
Generate PDF'sAttach the form entry as a PDF file to your Salesforce record or outbound email. Create custom PDF templates with merge field support.
Signatures and SketchesCapture drawn signatures and sketches on your forms.
Multi-Page FormsCreate multiple-page forms for large surveys and custom workflows.
Read-Only FieldsFields for presenting data to your users without the ability to modify them.
Field Library30+ predefined form field types for offline data capture. We are adding new field types every month.
Conditional FieldsAdd if-then rules to your forms to show, hide or populate fields dynamically based on form responses.
Copy FormsOne-click duplication of any existing form for easy reuse and customization.
Archive FormsArchive unused forms. Archived forms can be restored with connections.
DashboardView and track form submissions, quickly resolve issues and administer your forms from our Formyoula Dashboard.
Audit TrailSee chronological form and connection updates by date and user.
Form SharingControl individual user access level to each of your forms.
Rich Data CaptureInclude Photos, Signatures, Audio and Sketches in your forms.
HTML FieldsUse HTML code to customize any aspect of your form.
Draft EntriesSave form drafts for later retrieval. Perfect for longer application forms and multi-page surveys.
Email WorkflowSend submitted form entries to predefined or dynamic email recipients.
Hidden FieldsPre-fill Salesforce lookups, record types, statuses, stages and other static fields with predefined values.
Math Formula FieldsSimple mathematical formulas for addition, subtraction, multiplication, and division.
For any questions, please contact us - 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. Form Mass Sharing
  8. Conditional Fields
  9. Sign In To Formyoula Mobile With Partner and Communities Users
  10. Enable Salesforce Object Access for Chatter Free Users and Other Salesforce Users With Limited or No Access to Objects
  11. Create custom branded PDFs using the Formyoula PDF Editor
  12. Import Users From a CSV File
  13. Download Captured Form Entries as a CSV File
  14. Export Your Formyoula Forms From Your Sandbox and Import Them Into Your Salesforce Production Environment
  15. Create a Custom User Login Email Template for Your New Users
  16. The Difference Between Salesforce and Formyoula User Types
  17. Math Formula Field - For Simple Mathematical Calculations
  18. Custom Navigation Buttons
  19. Create Forms and Capture Form Entries in Any Language
  20. Formyoula Features
  21. How To Skip Form Pages Using Formyoula Custom Navigation?
  22. Change Salesforce Integration User By Changing Form Ownership
  23. Delete Users
  24. Restrict The Formyoula Users Page to Admin Users Only
  25. Assign Admin Privileges to Formyoula Users
  26. Edit Form Entries Directly From Your Dashboard To Resubmit Them
  27. Display Repeat Group Entries In Custom PDF Template Using Merge Fields
  28. Define dependencies between fields (e.g., dependent picklists)
  29. Formyoula Github Integration
  30. PDF Upload Form Element Guide
  31. How to Edit user Details and add Custom Attributes
  32. Installing Formyoula Mobile Web App on Windows and Mac desktop
  33. Salesforce Grid Element
  34. Graphic Element Base64 Option

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