SharinPix Form Launcher
Overview
The SharinPix Form Launcher component provides a simple way to open a SharinPix form on mobile devices directly from Salesforce. It bridges your pre-built SharinPix form templates (created using the Form Template Editor) with the mobile experience, enabling users to quickly access and complete forms via the SharinPix mobile app.
Info
This feature is only available on Lightning. It can be used:
On Community Builder
On Page Builder
On Desktop
On Mobile
In your own Lightning Component development
In Flows (but not in Field Service Mobile Flow)
Note: The SharinPix Form Launcher component is not available in Salesforce Field Service (FSL). However, you can still launch the SharinPix mobile app from a Field Service Mobile Flow. To do so, refer to the following article:
Prerequisites
-
Permissions:
Users must have the SharinPix Forms permission set assigned. -
Package Version:
Ensure that SharinPix Package Version 1.331 (or later) is installed. -
Mobile App:
The SharinPix mobile app must be installed on your mobile device to test and use the form launcher functionality. For more information on how to install the SharinPix mobile app, click here. - form template is needed beforehand
Getting Started
To use the SharinPix Form Launcher component, you simply need to drag and drop the component from the Lightning App Builder onto your page layout.
Lightning Component Parameters
| Parameter | Description | Default/Notes |
|---|---|---|
| Button Label | The text displayed on the launcher button that users will click to open the SharinPix form. | Default value: Fill SharinPix Form 📝 |
| SharinPix Form Template Name or ID | The name or ID of the form template to be launched. This template must be created using the SharinPix Form Template Editor. | Must match an existing template in your system. |
| Name field API name | Specifies the Job name when launching the Form in SharinPix Mobile App. You can use any other fields in the record from which the Form is being launched. | Default value: Record name |
| Record ID* | (Required in Flow Screens and Community Pages) The Salesforce record ID of the record page. | Auto-populated in some contexts; required otherwise. |
Demo
Prerequisites:
The SharinPix Form Launcher works alongside the SharinPix mobile app.
Kindly ensure that the SharinPix mobile app has been installed on your device before testing the component.
For more information on how to install the SharinPix mobile app, click here.
The image below shows the SharinPix Form Launcher component in the Salesforce mobile app. Select the button Fill SharinPix Form to launch the Form in the SharinPix Mobile App.
The image below demonstrate the SharinPix Form when launched and filled in the mobile app:
Info:
The SharinPix Form Launcher component uses tokens when you capture and upload images. These tokens are valid for 30 days by default. Once a token expires, it can no longer be used to upload images through the Capture element in the form.
If you need a longer token duration, you can change it by overriding the MobileTokenExpiryDays custom label in the SharinPix package. Simply set this label to the number of days you want the tokens to remain valid for the Mobile Launcher component.
Note: This option is available starting with package version 1.200.
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