SharinPix Form Template Editor
Overview
The SharinPix Form Template Editor is a dedicated tool within Salesforce that empowers users to create, edit, and manage form templates. With an intuitive drag-and-drop interface, the editor simplifies the form-building process by allowing users to add various field types, integrate media capture capabilities, and preview their forms in real-time.
Prerequisites:
Before using the SharinPix Form Template Editor, ensure the following:
- Users must have the SharinPix Forms permission set assigned.
You have the latest SharinPix Package Verison 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
| Element | Description |
|---|---|
| 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. |
| Section | Inserts a section divider to group related form elements. |
Input Elements
| Element | Description |
|---|---|
| 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 |
| Date | Date picker for selecting calendar dates. |
| 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. |
| Formula | 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. |
Media & Signature Elements
| Element | Description |
|---|---|
| Capture | Allows users to take and attach photos via the SharinPix Mobile App. Actions available: Capture, PDF, and Template-Image. |
| Signature | Captures drawn signatures. |
| Sketch | Provides a drawing canvas for freehand sketches and annotations. |
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. |
| Prefilled | 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. |
| Visibility (Conditional Display) | 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. |
| Magic Fill | 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, date formats, 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. |
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 New 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 template record.
Step 3: Using the Form Builder
- Use the available buttons to insert form elements such as text fields, checkboxes, and dropdowns.
- Arrange sections by dragging and dropping elements.
- The Preview panel on the right-hand side allows users to see the form in real-time.
Step 4: Managing Form Details
- The Details Tab contains form metadata such as the template name and description.
- The Related Objects Section includes:
- Form Elements: Displays components added to the form.
- Form Responses: Stores submitted form data.
Step 5: Saving and Previewing the Form in PDF
- Click Save to store the current template.
- In the preview panel, switch the Use-Read toggle to preview the PDF version of the form
Tips:
- Frequently use the Preview feature to verify the user experience.
- Keep forms concise to improve completion rates - using the Section element can help here!
Integration with SharinPix Mobile Form Launcher
Forms templates created with SharinPix Form Template Editor can be linked with the SharinPix Mobile Form Launcher component. This will permit the filling in of forms through the SharinPix Mobile App.
Info:
You cannot create form templates using the SharinPix Form Template Editor on mobile.
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