Mobile App Configuration In Form Builder

In the SharinPix Form Template Editor, the Capture element is more than just a capture media button. It serves as a fully configurable gateway to the SharinPix Mobile App’s camera features.

By configuring the Mobile App Settings, administrators can dictate exactly how the camera behaves when a user taps the capture button in a form. You can preset the camera mode (e.g., Scan, Video, RoomPlan), control hardware settings (Flash, Front/Back camera), and enforce tagging structures to organise images automatically as they are captured.

This documentation covers:

Accessing Mobile App Configuration: How to locate and open the settings within the Form Builder.

Follow these steps to configure the capture behaviour for a specific form element capture:

  1. Create and open a new Form Template, this is better explained in SharinPix Form template.

  • Open the Salesforce App Launcher.

  • Search for SharinPix Form Templates.

  • Click on the SharinPix Form Templates object.

  • Create a new form template.

  1. Add a Capture Element: From the elements sections, drag and drop the Capture element into your form layout.

  1. Access Configuration: Click on the Capture element you just added to select it. Look for the "Configure Mobile App" button (on the right) in the element properties panel.

  1. Define Settings: A configuration section will appear. Adjust the settings for Mode, Direction, Flash, Tags and others. More on the configuration is explained below.

  1. Open the form on a mobile device (via universal link or deeplink), the different modes and configuration will be available upon opening the capture button.

Configure Mobile App for Media-Enabled Input Elements (Radio, Text, TextArea)

You can enable media capture directly on standard input fields to associate photos with specific data entries. These are the steps below:

  1. Select an Input Element: Click on a Radio, Text, or TextArea element.

  1. Enable Media: In the element properties panel, toggle "Enable media capture" to ON.

  1. Configure: A "Configure Mobile App" button will appear immediately below the toggle. Click it to define the camera behavior for that specific field.

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Configuration Parameters

1. Launch Behaviour

These settings determine the camera's initial state when the user opens it.

Setting

Description

Defines which camera interface opens by default.

Options include:

Camera: Standard photo capture.

Roll: Opens the device gallery directly.

System Cam: Uses the device's native OS camera.

Scan: Opens the document scanning interface.

Snap & Say: Captures an image while recording audio simultaneously.

Room Plan: Opens the room scanning tool (iOS only).

Video: Opens video recording mode.

Direction

Sets which camera lens is active upon launch:

Back: The rear-facing main camera (default).

Front: The selfie camera.

Flash

Controls the flash behaviour:

Off: Flash disabled.

On: Flash fires on every capture.

Torch: The light remains on continuously (useful for dark environments).

Tags

Enter a list of tags separated by semicolons (e.g., Kitchen;Bathroom;Bedroom). This creates a menu in the camera interface, allowing the user to select which "bucket" the photo belongs to before taking it.

Auto Tags

A list of tags that are permanently applied to every image captured in this session. These act as hidden system tags and cannot be removed by the user.

Default Tags

A specific tag from your Tags list that is pre-selected when the camera opens. Unlike Auto Tags, the user can remove or change this tag if it doesn't apply to the specific photo they are taking.

2. Other Features

Permission

Description

Show Compass

Adds a Compass Button to the camera interface. When clicked by the user, it toggles a directional compass overlay.

Allow different Mode Checkboxes

Checking these boxes adds the corresponding mode to the Mode Selection List on the mobile app. This allows users to manually switch between different capture types (e.g., switching from Camera to Scan) while using the app.

Available modes to allow/restrict include:

Allow roll mode: Access to device gallery.

Allow systemcam mode: Access to native OS camera.

Allow scan mode: Access to document scanning.

Allow snap and say mode: Access to audio-photo capture.

Allow roomplan mode: Access to 3D room scanning.

Allow video mode: Access to video recording.

Enable upload confirmation

Adds a verification step requiring the user to explicitly confirm medias before they are uploaded.

Enable image review

Displays each image immediately after it is captured. This allows the user to verify the quality and content of the photo on the spot; if the image is unsatisfactory, they can delete it and take another one before moving on.

Configure tools for annotation

Activates the annotation toolbar. Users can draw, sketch, or add text overlays to images immediately after capturing them.

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