SharinPix Forms
Overview
SharinPix Forms are a powerful way to capture, organize, and manage data within Salesforce, even when offline. By leveraging intuitive, customizable forms, organizations can streamline data collection processes, improve record management, and enhance visual documentation. These forms are designed to work seamlessly with any Salesforce objects and can also integrate media such as images, videos, scanned documents, 3D Twin, personalised sketches, signatures and much more to enrich the captured data.
Structure of Forms in Salesforce
The key objects that make up the form structure include:
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Form Template:
This is the primary step to define the overall layout and metadata for a form. It is created using the SharinPix Form Template Editor and contains essential information like the form's name, description, list of questions and actions as well as configuration settings.
A Form Template is compound by a list of Form Elements. This Elements can be either a decoration (Title, Description, guidance), a question (with a specific UI to enter values) or an action (which open a camera to take pictures, permits to sketch a specific context, to scan documents, ...). -
Form Triggers :
To provide the form for field users, you can use either a SharinPix component which will raise the SharinPix mobile app on a specific form when clicked or construct by yourself the link that permits to access to that form (then you will have to take care of the way to provide that links to that internal or external user). -
Form Response:
Once a form is deployed and filled out, each submission is captured as a form response. This object not only stores the respondent's answers but also the questions presented, ensuring that both questions and answers are retained for future reference and reporting. It offers as well a quick access to the global form information through either a visual representation, a generated PDF or a list of related Answers records.
Key Benefits
SharinPix Forms is built exclusively for Salesforce, enabling administrators to fully leverage its native capabilities. By merging SharinPix’s seamless integration of images and other media directly into forms, it provides an easy-to-use solution for Salesforce admins. This integration allows visual documentation to work hand in hand with traditional data capture, with forms, responses, and rich media managed as native Salesforce objects. As a result, admins, as well as standard users, can easily utilize standard workflows, reporting, and automation while capturing visually rich data.
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