SharinPix Form

Overview

The SharinPix Form component allows users to access and fill out pre-built SharinPix Form Templates (created using the Form Template Editor) directly inside Salesforce.

Information: This feature is only available on Lightning. It can be used:

• On Community Builder
• On Page Builder
• On Desktop
• On Mobile
• In Flows (but not in Field Service Mobile Flow)
• In your own Lightning Component Development

Prerequisites

• Permissions: Users must have the SharinPix Forms Admin or SharinPix Forms User permission set assigned. For more information on these two permission sets, check SharinPix Permission Sets.
• Package Version: Ensure that the latest SharinPix Package Version is installed.
• Form Template A form template must be created beforehand using the SharinPix Form Template Editor.

Getting Started

To use the SharinPix Form component, you simply need to drag and drop the component from the Lightning App Builder onto your page layout.

Lightning Web Component Parameters

Parameter	Description	Default/Notes
Main Form Template Name	Specifies the Main Form Template to launch. Enter the Main Form Template name directly, or enclose in braces the API name of a record field that contains it (for example, {Inspection_Template__c}). The template must exist in the SharinPix Form Template Editor.	Must match an existing Main Form Template name. The component always opens the active version.
Name Field API Name	Specifies the job name when displaying the Form in the SharinPix Form component. You can use any other fields in the record from which the component is being placed.	Default value: Record name
Custom Paramters	Used to specify additional user-defined parameters to be appended to the SharinPix Form. Example "userId=005Ec00000MAzP2MAI".	Default value: None
Height	Used to specify the component's height.	Default value: 500

Demo and Behavior

Example - Salesforce Record Page

The image below shows the SharinPix Form component in a Salesforce record page.

The user can fill out the form and submit it as well. After submitting the form, a screen will appear with a message, "Your form has been submitted." and two buttons, as shown in the image below:

Button	Description
Review Submission	When clicked, the submitted form response record page will open in a new tab.
Submit Another Response	When clicked, the component will refresh and allow the user to fill a new form response.