All articles
-
Add PDF Attachments to Files or Notes & Attachments on Salesforce
-
Add Salesforce Users to Your Formyoula Account
-
Add Users To Campaigns During Events
-
Adding Form Entry List Views Fields
-
Adding Salesforce Lookup Fields to Your Mobile Forms
-
Adding Users And Form Sharing
-
Are there any limits to how many form entries we can capture?
-
Are there certain limits in regards to the number of entries (example 100 entries per day or user)?
-
Assign Admin Privileges to Formyoula Users
-
Attach Form Entry PDF to a Salesforce Record
-
Auto Submit Element
-
Autonumber new Salesforce records with a unique Formyoula entry ID
-
Barcode and QR scanning using the Formyoula mobile application
-
Branding Your Forms With Background Images, Custom Fonts and Text Colours
-
Can a user view submitted form data through a mobile application on their mobile device?
-
Can I add e-signatures to forms?
-
Can I create a Salesforce Offline Quote capture form with Formyoula?
-
Can I fill out my Formyoula forms using a web browser?
-
Can I get all failed entries that were not created on the Salesforce?
-
Can I get an invoice for the charge?
-
Can I pay every year / annually, instead of every month?
-
Can I receive the data in my email?
-
Can I redirect users to a different web site or app after the form is submitted?
-
Can I see who made changes to form or connection?
-
Can I submit a purchase order or pay by invoice?
-
Can I try this service risk-free?
-
Can I update existing records in Salesforce?
-
Can I use Chatter Free users with Formyoula?
-
Can I use your processing service with my own forms or do I have to use the Form Builder?
-
Can the person who submits the form receive a confirmation email?
-
Can we use Formyoula to export directly to a PDF rather than entering data into Salesforce?
-
Cancel Subscription
-
Capture GEO Location on Form Entry Submission
-
Capture Photos, Signatures And Sketches Offline
-
Capturing Form Entries With Formyoula Mobile Web App
-
Case Update Form With Filtered Case Related List
-
Change Salesforce Integration User By Changing Form Ownership
-
Change The Formyoula App System Button and Label Language
-
Check User Record Access
-
Common reasons for GEO Location not being recorded.
-
Common Salesforce Record Errors
-
Conditional Fields
-
Conditional Salesforce Record Creation
-
Connect your forms with Salesforce objects
-
Convert Existing Salesforce Lead Into an Account, Contact, Opportunity and Followup Task
-
Convert Salesforce objects to Formyoula forms
-
Create a clickable link that will open a Formyoula form
-
Create a Custom User Login Email Template for Your New Users
-
Create a Salesforce Event Record Linked To Multiple Contacts
-
Create a Salesforce Form
-
Create a Workflow Rule that will pre-fill information from a related object
-
Create custom branded PDFs using the Formyoula PDF Editor
-
Create Custom Lookup Search Result Fields
-
Create Forms and Capture Form Entries in Any Language
-
Create Multiple Related Salesforce Records Using a Single Form
-
Create New Account Record
-
Create New Account With Multiple Contacts, And Multiple Tasks Assigned To The Contacts
-
Create New Campaign Record
-
Create New Case Record Linked to an Existing Account Record
-
Create New Contact Record
-
Create New Contact Record as a Campaign Member to a New Campaign Record
-
Create New Lead Record
-
Create New Lead Record as a Campaign Member to an Existing Campaign Record
-
Create New Opportunity and Opportunity Product Records Using Existing Price Book Entry Records
-
Create New Opportunity and Opportunity Product Records Using Existing Price Book Entry Records (Pre-Fill)
-
Create New Opportunity Record Linked to a New Account Record
-
Create New Opportunity Record Linked to an Existing Account Record
-
Create New Order and Order Product Records Using Existing Price Book Entry Records
-
Create New Task Linked To an Account and Contact Records
-
Create New Work Order and Work Order Line Item Records Offline
-
Create or Update Lead Records in Salesforce by Using the Upsert Functionality
-
Create or Update Multiple Contact Records and Link Them to a New Event Record
-
Create or Update Multiple Contact Records and Link Them to a New Task Record
-
Create Records on Custom Objects With Formyoula
-
Create Salesforce Chatter Files in Chatter Groups using Formyoula Form
-
Create Salesforce Chatter Files, Attachments and Documents using Formyoula Form Files
-
Create Salesforce Event with Multiple Attendees
-
Create Salesforce Quotes and Quote Line Items (Products) with an offline form
-
Create Time Based Workflow Rule To Retry Failed Formyoula Files
-
Create Visit Records and Track Number of Visits
-
Create, Update and Find Records on Salesforce
-
Creating Form Connections
-
Custom Controlling Field Logic
-
Custom Navigation Buttons
-
Custom Navigation Buttons Using The HTML Element
-
Data Security and Privacy
-
Define dependencies between fields (e.g., dependent picklists)
-
Delete Users
-
Disable Auto App Updates on Android
-
Disable Salesforce Record Update
-
Display Images and Signatures in Salesforce
-
Display Repeat Group Entries In Custom PDF Template Using Merge Fields
-
Displaying Additional Salesforce Information for Lookup & Select Fields
-
Do you have documentation or a Knowledge Base?
-
Do you have special discounts for nonprofits?
-
Do you keep a backup of all data passed through Formyoula?
-
Do you keep backups?
-
Do you provide Non Profit Discounts on Licences?
-
Do you provide phone support?
-
Do you provide tiered pricing?
-
Do you support formula fields?
-
Do you support non-Latin character sets (e.g. Greek, Cyrillic, Arabic, Hebrew, kanji)?
-
Does Formyoula support other languages besides English?
-
Does our data ever leave the device on which it is entered?
-
Does this forms app has a Spanish version?
-
Does your “kiosk mode” lock down the computer or do we need separate software to lock down the machine?
-
Download Captured Form Entries as a CSV File
-
Edit Form Entries Directly From Your Dashboard To Resubmit Them
-
Email Connection
-
Enable Salesforce Object Access for Chatter Free Users and Other Salesforce Users With Limited or No Access to Objects
-
Enable Secure Mobile Pin Lock
-
Export Your Formyoula Forms From Your Sandbox and Import Them Into Your Salesforce Production Environment
-
Exporting All Form Entries To Excel
-
Filter Salesforce Lookups Based on Form Field Values Using Merge Fields
-
Filter Salesforce Records Based on Formyoula User Email
-
Form Auto-Submission When Users Are Idle
-
Form Auto-Submission When Users Are Idle
-
Form Mass Sharing
-
Form Sharing
-
Form Tagging - Create Folder Like Filters For Your Forms
-
Formyoula and Salesforce User Refresh Token Management
-
Formyoula Features
-
Formyoula for Salesforce - Mobile Digital Forms
-
Formyoula Form Builder Video Guide
-
Formyoula Github Integration
-
Formyoula Integration With Salesforce Chatter
-
Formyoula Javascript Best Practices
-
Formyoula Mobile Forms - Expense Claim
-
Formyoula Mobile Offline Demo for Salesforce
-
Formyoula Offline Use Case Demo Videos
-
Formyoula Salesforce Features
-
Formyoula Setup and Deployment Overview
-
Generate unique ID and send to Salesforce using the JavaScript element
-
Get and Set Formyoula Field Values Using the Javascript Elements
-
Get the value of System Fields using Custom Javascript
-
Graphic Element Base64 Option
-
How can I find form entries submitted by specific user and date?
-
How can I get more help?
-
How can I prefill forms with information from Salesforce?
-
How can I recover archived forms?
-
How can I take ownership of a form created by another user?
-
How can I view a list of user last login date?
-
How do I cancel my account?
-
How do I download all collected entries and import in to Excel?
-
How do I know which fields need to be mapped to Salesforce?
-
How does your pricing model work?
-
How many form pages and fields can I create?
-
How much does it cost?
-
How often do you push updates to the software? Will there be any interruptions in our service during these updates?
-
How to Change Formyoula Mobile App Header Background Color and Header Text Color
-
How to delete a form from your Formyoula account
-
How to Edit user Details and add Custom Attributes
-
How to show a spinner or loading screen in Formyoula
-
How to Show Double Byte character on the PDF
-
How To Skip Form Pages Using Formyoula Custom Navigation?
-
How to unarchieve a form from Formyoula account
-
How will I be billed?
-
How would you go about handling Initials in a form?
-
HTML Element For Repeat Group Header
-
I am having trouble getting "Display Additional Fields" to work on a contact look-up. What might be the reason?
-
I am unable to scroll within the forms when I am in landscape mode using the iOS app on an iPad. How can I fix this?
-
If we need support, whom will we contact and what is your typical response time?
-
Import Users From a CSV File
-
Install Formyoula from the AppExchange
-
Installing Formyoula Mobile Web App on Windows and Mac desktop
-
Is it possible to “add controlling field” linked to a “page”?
-
Is it possible to know what was the device and OS version that captured the form entry?
-
Is it possible to pre-fill as Text element in formyoula with a value from Salesforce that is a formula type field?
-
Is the data securely captured offline and the transmission to Salesforce encrypted?
-
Is there a contract?
-
Is there a limit to the number of form templates that we can have?
-
Is there anything I need to do after we refresh our Salesforce Sandbox instance?
-
Is there anyway to make the text appears longer for a field label?
-
Launch Offline Formyoula Mobile Forms via Salesforce1 Formula Field Link
-
Lead Capture With Business Card
-
Lookups for Salesforce Orders and Contracts
-
Making Your Form Fields Required
-
Math Formula Field - For Simple Mathematical Calculations
-
Merge Multiple Form Fields Into a Hidden Field to Map Multiple Formyoula Fields to a Single Salesforce Field
-
Mobile PDF Printing
-
Multiple Salesforce Records With a Single Form
-
New Contact Creation and Attachment to Campaign as a Campaign Member
-
Offline Event Registration
-
Offline Form Entry Sharing Between Devices Using Bluetooth and NFC
-
Offline Salesforce Lookups
-
Online and Offline Salesforce Lookup Search
-
Override Select List Options With Salesforce IDs
-
Passing secure and sensitive data in a Formyoula URL using AES encryption
-
PDF editor examples
-
PDF Upload Form Element Guide
-
PNG Image is coming with a black background in the Graphic Element of the Form
-
Pre-fill Formyoula forms with Salesforce Information
-
Prefill form fields from Salesforce using URL merge parameters
-
Purchasing Formyoula Licences
-
Push Form Entry Updates To Salesforce
-
Record & Display Images in Salesforce
-
Record & Display Signatures in Salesforce
-
Record Customer Site Visit on Salesforce
-
Record Voice Files in Salesforce
-
Refund Policy
-
Release Notes - December, 2017
-
Release Notes - January, 2019
-
Release Notes - June, 2017
-
Release Notes - March, 2018
-
Release Notes - March, 2019
-
Release Notes - May, 2019
-
Release Notes - September, 2017
-
Restrict The Formyoula Users Page to Admin Users Only
-
Salesforce Child Record Auto-Fill Using Repeat Groups
-
Salesforce From With Multiple Line Items Using Repeat Groups
-
Salesforce Grid Element
-
Salesforce Lookup Auto Sync
-
Salesforce Mobile Forms - Retail Store Report
-
Salesforce Offline Case Assignment via Email
-
Salesforce Offline Record filter
-
Salesforce Record Select List
-
Salesforce Record Type Switching With Workflow Rules
-
Salesforce Select Child Record Filter
-
Salesforce Select Element for Record Assignments in the Field
-
Salesforce1 Quick Action Menu For Launching Formyoula Forms
-
Send Email After Each Form Entry is Captured
-
Set Record Types with Hidden fields
-
Set Text In HTML Fields With JavaScript and Merge Fields
-
Setup Single Sign-On (SSO) with Formyoula and Salesforce
-
Sign In As Another Formyoula User
-
Sign In To Formyoula Mobile With Partner and Communities Users
-
Sign out from mobile application
-
Store Formyoula form entries directly in your Salesforce organization
-
Testing Formyoula In Your Salesforce Sandbox
-
The Difference Between Salesforce and Formyoula User Types
-
Update Credit Card Information
-
Update or Create a Contact and Attach to a New Campaign as a Campaign Member
-
Update or Create a Contact Record
-
Update or Create a Contact Record and Link it to an Existing Account Record
-
Updating existing records in Salesforce with Lookups
-
Updating Salesforce Table Element with Custom JavaScript
-
Use Repeat Groups to Create Salesforce Child and Related Records on Your Mobile Forms
-
View billing, download receipts and add company details
-
What are Custom Attributes and its usage
-
What are the "sign in" options for users to use the mobile forms app?
-
What are the supported Salesforce editions?
-
What are your working hours?
-
What devices can I use to capture mobile forms offline?
-
What happens to any form that we submitted that isn’t coming through to our Salesforce records?
-
What if I want to suggest a new feature or improvement?
-
What if my users don't have access to objects on Salesforce?
-
What is a Formyoula license and who needs to be licensed?
-
What is Salesforce Connection Sequence?
-
What is this website link when installing app from Salesforce AppExchange?
-
What is your retention policy? Is my data deleted when I cancel my account?
-
What kind of Salesforce object can I work with? Does it work with custom objects?
-
What Mobile Devices and OS Versions are Supported/Recommended by Formyoula?
-
What type of encryption is used for the data you house?
-
When viewing recent form entries, is it possible to add some sorting capabilities?
-
Where can I download the mobile app for my iPhone / Android?
-
Where can I see an Audit Trail of my form updates?
-
Where to find the Formyoula mobile applications?
-
Which versions of web browsers do you support?
-
Who is using Formyoula?
-
Who owns the data collected on our behalf? Are you selling it to anyone?
-
Why can I not see my custom fields on the Salesforce connection field mapping list?
-
Why I am able to update record on Salesforce but other users can not?
-
Why new Salesforce Leads are not assigned to the users who created them?