Build a NativeCloud Form

NativeCloud by Formstack, similar to classic Forms for Salesforce, allows you to build custom forms to capture information within your Salesforce Organization! Build with NativeCloud forms to have your forms Forms hosted, data processed, and all data stored in your force.com server to follow HIPAA compliance. 

Create Your Form

From your organization’s NativeCloud dashboard, select the Create New Form button. You will be prompted to give your form a unique name and to define the data structure of objects you intend to use.

Build Your Data Object Models for Your Form

Choose a Primary Object to begin configuring the form. You will then be able to use fields from any of these objects through drag-and-drop to build complex forms and solve for more industry-specific use cases:

• Primary Object: Each data object model begins with a primary object. For example, “Account” is the household account. 
• Child Objects: Below primary objects, add one or more child objects. An example could be “Contact (Account)” to include multiple persons under the household account. 
  • Note: Optionally, select the Repeating checkbox to make multiple records through one user submission. 
• Grandchild Objects: This granular object enables you to create and update multiple records with information captured on a single form. For example, “Health Condition (Contact)” will allow you to assign individual records to each contact. 
  • Note: Grandchild objects cannot work with repeating Child Objects and do not have a repeatable functionality. 

Other areas to configure include:

• Any Lookup Objects on Primary Object

Once objects are added, select Create to continue building your form in draft mode. 

Form Builder Basics

On the Edit Form tab your blank template is populated, including the required fields for your configured objects. These fields are required by Salesforce and cannot be deleted. 

Add Fields

The right-hand panel shows general fields and configured objects.

From the options, use the arrow icon (>) to show all available fields. Drag and drop the fields on the form or double-click the field to have it automatically added to the bottom of the form. 

Tip: Use the Search bar to search for field names or by field type like “picklist” or “checklist” to narrow the options.

Customize Fields

Customize fields even further within your form builder. Hover over the field and select the populated arrow to open up field settings. Here you can update a field or sections: 

• Label: Change the label of a field without changing the field name in Salesforce. 
• Default Value: Input value unless manually changed. 
• Placeholder Text: Example text on how to input field. 
• Hide Field: Remove from being viewable on published form. 
• Read-only: Do not allow users to fill in. 
• Required: Make users have to fill in field. 
• Error message: Message shown if a value is not provided. 
• Advanced Options: Field configuration refresh. 
• Update existing Salesforce record matching this field value: If a matching record exists, the record will get updated with the submitted information. 

Customize Sections

Similarly to changing labels, double-click on a section name to change the text or hover over to unveil a dropdown arrow to update the name. 

Edit Rules

Add logic to your form under the Edit Rules tab. Select the + New Rule button to add your custom rules. 

Your rules are automatically saved and can be viewed, edited, or deleted from this tab. 

Edit Style

Create a seamless brand experience from the Edit Style tab. Here you can use a default template or create a customized template to use for other forms. 

Customize the Form, Fields, Multi Page, Buttons & Links elements using the built-in styling tools or edit by CSS. Once finished, select Save as Custom Template to capture the changes. 

Edit Alerts

The Edit Alerts tab enables you to view and make changes to System Alerts and to create and manage Custom Alerts and Email Templates.

Form Settings

Under the Form Settings dropdown, from the form builder’s top section, view or change basic form settings including its: 

• Form Name
• Primary Objects and all assigned objects
• Submit Label
• Post-Submission Options: Choose whether to send a user to a new page or display a confirmation message. 
• Enable Google reCAPTCHA3
• Track Submissions
• PDF Confirmation
• Notifications: Send an error notification to a particular user in the org. 
• Pages: Choose to show a navigation bar and customize navigation buttons. 
• Form Validation
• Enable Save for Later
• Add Javascript Code

Publish and Share Forms

Ready to publish? From the form builder, select Publish Draft. If you have any errors, a Salesforce message will pop up to direct you to adjust them. 

Publishing Options can be accessed from the Form Builder or from the NativeCloud Dashboard: 

You can share your forms via Embed Code or Hosted Form. Or additionally, by enabling Dynamic Prefill, you can share forms by generating prefill links, sending them by email, or exporting the links. 

Note: Formstack for Salesforce Native Cloud does not have the option to embed within an iframe. It currently only supports javascript.