In the next screen, you’ll see the Form Editor. This is where you can customize your Form fields, adjust the look and feel, and control the overall behavior. At any time, you can click the ‘Dashboard’ link at the top left of the screen to return to a list of your built forms.
1. Navigation header: The navigation header allows you to quickly switch back to the form dashboard as needed.
2. Form Name: The name of your form.
3. Objects: The set of primary and related Salesforce objects associated with your form.
4. Autosave Indicator: This indicator will inform you as your form's changes are being saved. Any changes you make to your form will be saved in draft mode periodically, but will not take effect on the web until you click the 'Publish Draft' button.
5. Publish Draft button: This button allows you to publish any changes you've made to your form instantly to the web. You'll notice that if there are no changes made to your form since you last published, this button will be disabled.
6. Preview icon: This icon allows you to preview your form in a new tab.
7. Close icon: This icon allows you to close the editor and return to the dashboard
8. Form Settings button: This button will open the Form Settings area. The form settings area is where you can modify various options for your form:
- Form name: This is the name of your form that you first set when you create your form.
- Objects: These are the primary and related objects for your form. You can modify these at any time.
- Submit label: This is the label of your form's submit button.
- Post-Submission Options: These options allow you to decide whether to show a simple confirmation message or redirect users to another site upon form submission.
- Track submissions: Checking this will track your form's submissions in the Form Submissions tab within the Fast Forms app. This option is enabled by default.
- PDF confirmation: This checkbox allows you to have a printable copy of each form submission stored to Salesforce as a file attachment to your primary object as a .pdf (Portable Document Format) document. For this feature to work effectively, you'll want to ensure your primary object has the 'Notes and Attachments' related list enabled for it. You also have the option of having the file uploaded as a Chatter file instead of a standard file attachment. You can also choose to have a copy of the PDF sent to you directly by email.
- Notifications: This checkbox enables you to receive a notification email when a form submission fails to be saved to Salesforce. The email will include the object that failed to be created and the reason for the failure. Checking this box will show a text box where you can customize the email recipient for your failure emails.
- Pages: This section allows you to customize your multi-page forms' navigation options. Here, you can enable a navigation bar header for your forms to allow your users to easily switch back and forth between pages and see their progress. You can also customize the navigation bar with page numbers and a custom prefix (such as 'page' or 'step'). Finally, you can customize the text of your 'Back' and 'Next' button labels in a multi-page form situation.
- Form validation: This option allows you to select how you want validation to occur when you have a multi-page form.
Javascript Code: This area allows you to add custom Javascript functionality to your form. See the Fast Forms Javascript API section for details.?
??9. Rule Editor tab: This tab allows you to switch from the form editor to the rule editor for your form. The rule editor allows you to define conditional rules for your form.
10. Style Editor tab: This tab allows you to switch from the form editor to the style editor for your form. The style editor allows you to customize your form's look and feel.
11. Canvas: The canvas is where you’ll be tailoring your form to suit your needs. Within the canvas, you can add, remove, reorder and customize the fields and sections of your form as you see fit. You can also customize the footnote and submit button of your form here as well.
12. Field search: This box allows you to search for your objects' available fields for easy access.
13. Object Fields lists: The Object Fields lists provide a full list of fields available to you based on the objects you have selected for your form. At any time, you can add a field to your form by either dragging and dropping it into the Canvas or double-clicking on it.
14. General Fields list: The General Fields list features fields not specific to the objects associated with your form - Text, Captcha, File Upload, Image, and Payment. Just like the Available Fields list, you can drag and drop or double-click on any of the General Fields to add them to your form.
15. Add New Section button: This button allows you to add new blank sections into your form for the purposes of dividing your fields into logical groups.
16. Add New Page button: This button allows you to add new blank pages into your form, into which you can drag fields or sections. See the Customizing Your Form section for more details.
Depending on the objects you’ve selected and your Salesforce configuration, you might see one or more fields already added to the form builder canvas. These are fields that are required by Salesforce for the objects you’ve selected. Fast Forms adds any required fields automatically to your form so you don’t have to!