SharinPix Form Template Editor
Overview
Prerequisites:
Before using the SharinPix Form Template Editor, ensure the following:
Users must have the SharinPix Forms Admin permission set assigned.
You have the latest SharinPix Package Version Installed. Refer to this documentation to update your package.
Getting Started
Form Elements
Users can add the following types of elements to their forms:
Basic Elements
Title
Adds a section title to the form.
Paragraph
Inserts descriptive text or instructions in the form.
Rich Text
Adds formatted text, including bold, italics, lists, and links.
Inserts a section divider to group related form elements.
Similar to a Section, but allows users to dynamically add multiple instances of the same group of elements by pressing a “+” button. Useful when repeating details for multiple items
Displays repeated-section questions as columns in a table.
Embeds a web page in the form.
Spacer
Adds layout spacing and can insert a page break in PDFs.
Input Elements
Text
Single-line text input for short entries like names or email addresses
Number
Input field that only accepts numerical values, with optional min/max limits
Constraint: Number entries support a maximum of 15 total digits. This precision includes all numerical digits across both integers and decimals.
Date
Input field for selecting a Date, Time, or Date and Time value.
Optional settings include:
Specify the date format, such as
YYYY-MM-DDDefault the field to the current date or time
Enable Show "Now" button to display a button that sets the field to the current date or date and time
Radio
Group of buttons that allow selecting one option from a group of choices
Textarea
Multi-line text input field for longer content like comments or descriptions
Checkbox
Toggle input for making yes/no or true/false selections
Select
Dropdown menu for choosing a single option from a list.
Multi-Select
Dropdown menu for choosing multiple options from a list.
Note: Selected values are concatenated into a single string. Due to Salesforce platform limits, any characters beyond the 255-character limit are automatically trimmed.
Displays calculated values or dynamic text based on formulas. Supports conditional logic, field references, and operations (e.g., IF statements, math, and logical operators). Useful for read-only fields, dynamic feedback, and advanced form logic. Constraint: For numerical calculations, the same 15-digit precision applies as with Number fields. Results exceeding this limit may be truncated.
Rich Text Area
Multi-line text input field for entering longer text with basic formatting options, such as font size, text color, bold, italic, underline, alignment, numbered lists, and bullet lists. Useful for formatted comments, descriptions, notes, instructions, or any content that needs more structure than plain text.
Capture
Use this element to capture photos in the field while completing a SharinPix Form. Users can add or remove photos at any time before submitting. Configure the mobile app to customize the photo capture experience.
Signature
Use this field to sign the form. Configure its alignment in the PDF Signature Alignment settings.
Sketch
Use this sketch field to annotate an image. This component can be configured to take the full width in a PDF.
Advanced Tab
Value when reopening the form
Controls data priority when the form is reopened. You can choose to retain the previous answer, reset it, or allow a new prefill from Salesforce or the URL to overwrite it.
Allow blank to clear field on Salesforce
When this setting is enabled, submitting an empty value in the input field will clear the existing data in the mapped Salesforce field.
Global Setting
Form Header
Configure a customizable header for the form, which can include titles, logos, or instructions. This header will appear on all rendered forms and PDFs.
Form Footer
Configure a footer to display at the bottom of the form or exported PDF. Useful for disclaimers, signatures, or company information.
Language Support
Forms can now be configured in multiple languages. Currently supported: English and French. This allows end-users to interact with the same form in their preferred language.
Edit Theme
Configure the primary color used across the form. This updates key UI elements such as buttons, links, and sections. For setup steps, see Form Features - Theme Customisation.
Include hidden fields in Response
This setting determines whether the SharinPix Form Answer records are created in Salesforce for hidden Form Elements. When enabled, Form Answer records are created for hidden elements and when disabled, they are ignored during the Form Answer record creation.
Geolocation Capture
Configures the form to automatically record the user's GPS coordinates at specific stages. You can enable two distinct triggers
• On Form Start: Captures the location the moment the user opens the form.
• On Form Submit: Captures the location the moment the user successfully submits the form.
Show confirmation when submitting the form
Displays a confirmation dialog when users click Submit on the form.
Form Features
SharinPix Form Templates offer a range of features that enhance form behavior, data integrity, and user experience. These features can be configured for individual form elements as needed:
Feature
Description
Required
Ensures that certain questions or input fields must be completed before the form can be submitted. When enabled, users will see a visual indicator (such as an asterisk) and receive a prompt if they attempt to submit the form without providing a value for these required fields. This feature helps enforce data completeness and ensures all necessary information is collected.
Allows specific form elements to be automatically populated with data pulled directly from Salesforce records. Prefilled fields can streamline the user experience, reduce manual data entry, and ensure consistency with existing Salesforce data. For example, a user's name, email, or other record details can be prefilled based on context.
Enables dynamic control over when a form element is shown or hidden based on the value of other fields or logical conditions (using formulas). This feature allows for more personalized and context-aware forms, showing users only the questions relevant to their responses or profile. For example, an additional comments field may appear only if a user selects "Other" as an option.
Leverages AI to automatically extract and fill in information from an uploaded image. When Magic Fill is enabled for a field, users can upload a photo (such as an ID card, invoice, or document) and the system will use image recognition to populate the relevant form fields. This reduces manual entry, minimizes errors, and speeds up the form-filling process.
Validation - using Formulas
Lets you define custom rules and logic to validate user input before form submission. Validation can be configured using formulas to check for specific criteria—such as number ranges, string patterns, or business rules. If a field does not meet the validation requirements, a custom error message can be shown, guiding the user to correct their input. This feature ensures higher data quality and accuracy.
Work with Form Template Versions
After building your form, use form template versions to manage future changes without creating a separate template.
A Main Form Template groups all versions of the same form and includes a dropdown for switching between them. When you click Save New Version for the first time, Version 1 is created automatically.
Before a version is activated, any changes you make are saved to that version. Once the version is activated, saving further changes automatically creates a new version.
You can then review, test, and activate the new version when it is ready.
Typical workflow
Create a Main Form Template.
Build the form and save it to create Version 1.
Save any changes to update Version 1 before activation.
Activate Version 1 when it is ready for use.
Make and save a new change to create another version.
Review and activate the new version when it is ready.
Demo - Constructing an Air Conditioning Inspection Form
To use the SharinPix Form Template Editor, follow these steps:
Step 1: Access the Form Template Editor
Open the Salesforce App Launcher.
Search for SharinPix Form Templates.
Click on the SharinPix Form Templates object.
Step 2: Create a Main Form Template
Click the New button to create a new record.
Fill in the Form Template Name and Description fields.
Click Save to create the Main Form Template record.
Step 3: Using the Form Builder
Use the available components to insert form elements such as text fields, checkboxes, and dropdowns.
Arrange sections by dragging and dropping elements.
Step 4: Saving, Activating, and Previewing the Form
When your form is ready, click Save New Version to create Version 1.
Click Activate to make the form available for users to complete.
Switch the Use-Read toggle to preview the PDF version of the form.
Step 5: Managing Form Details
The Details Tab contains form metadata such as the template name and description.
The Related tab includes:
For a Main Form Template, the Related tab shows its version templates, including each version number and activation status. It also shows Forms In Progress and Form Responses across all versions.
For a Version Template, the Related tab shows Forms In Progress, Form Responses, and Form Questions for that version. Form Questions are the components added to the version.
Tips:
Frequently use the Test feature to verify the user experience.
Keep forms concise to improve completion rates - using the Section and Repeated Section elements can help here!
Show SharinPix Form PDF Download Button On Submit
Enable the "Show PDF link on web form submission" checkbox to display the button to download the submitted form response PDF as shown above.
Note :
This feature will only work in online mode.
Integration with SharinPix Mobile Form Launcher
Form templates created with the SharinPix Form Template Editor can be linked with the SharinPix Mobile Form Launcher component. This will allow forms to be filled in through the SharinPix Mobile App.
Integration with Salesforce Field Service
Form templates created with SharinPix Form Template Editor can be launched on Salesforce Field Service via App Extension, where the form can be filled. Please follow the article below for more information on integrating SharinPix Form with SFS.
Warning:
You cannot create form templates using the SharinPix Form Template Editor on mobile.
Tips for working with Beta Features
When using beta features, you may see the following error message in the SharinPix Mobile App: Please refresh or update your application and verify that a valid form template is used.
This typically occurs because the beta feature included in the form is not yet supported in your current mobile app version. In the template builder, these features are marked with: This requires the latest version of the mobile app. Deployment in progress.
Please keep the following in mind regarding deployment:
App Propagation The mentioned two-week window is the estimated time required for the new version to propagate globally across the App Store and Google Play Store.
Manual Updates Users do not have to wait for the automatic rollout. They can still go to the App Store or Play Store to update the app manually to gain immediate access to the new features.
Regional Delays If you do not see a new version available for download, it may be due to a distribution delay for your specific region. In these cases, the update should appear shortly as the stores finish their rollout.
Use caution when deploying new tools; ensure all users are up to date with the latest app version before activating these features in your templates to prevent service interruptions.