Youreka Fuse

Introduction 

Experience the Fusion. Transform Your Workflows. Youreka Fuse—Where Efficiency Meets Innovation.

Introducing Youreka Fuse, the groundbreaking feature that seamlessly integrates Youreka Forms directly into the Salesforce Field Service App (SFS Mobile). This strategic fusion combines the robust capabilities of Youreka with the efficiency of the Salesforce Field Service platform, offering users an unparalleled experience in data collection and field service management. By embedding a Youreka Lightning Web Component (LWC) directly within the SFS Mobile environment, users can effortlessly access and complete forms without the need for toggling between multiple applications. This not only streamlines workflows but also enhances the overall user experience, empowering field service professionals to capture critical data in real-time and make informed decisions on the go. Youreka Fuse represents a harmonious synergy between two powerful solutions, creating a unified platform that amplifies productivity and effectiveness in the field.

Please note, at this time, users will be able to complete an EXISTING Youreka form within the SFS Mobile app. 

How to set up

1. Make sure to install and configure SFS Mobile on your device. Please make sure to familiarize yourself with setting up Service Appointments and Schedules in SFS Mobile. 
2. Next, set up a briefcase. Here is an article with more information about briefcases. NOTE: A briefcase setup is required for offline use in SFS Mobile. Please review the considerations sections regarding using Youreka Fuse offline. 
3. For the lwc quick action to show in SFS mobile, you need to enable the permission “Access Lightning Web Components in Field Service Mobile” and “Enable Custom Applications" in the Field Service mobile app. The permissions should be enabled under the permission set that has the "Field Service Mobile" License, they are under "System Permissions. 
4. Configure the following objects in the briefcase 
   1.  disco__Form_Template
   2. disco__Form
   3. disco__Answer
   4. disco__Section
   5. disco__Question
      1. disco__Question_Value
   6. ContentVersion
      1. Filter: Matching Document Id is Null False
5. Create a Quick Action Using Salesforce.
   1. From Setup, click Object Manager.
   2. In the Quick Find box, enter disco__Form and click disco__Form
   3. Click Buttons, Links, Actions.
   4. Click New Action.
      1. For Action Type, select Lightning Web Component.
      2. For Lightning Web Components, select c:yourekaWrapper
      3. For Label, enter ‘Open Form’. This label is how the action is displayed in the Actions launcher in the Field Service mobile app.
   5. Click save 
   6. Return to the Form Object Page 
6. Now assign the Quick Action to the Form Page Layout 
   1. From the Form object page, select Page Layouts.
   2. Click the layout assigned to your mobile user.
   3. Select Mobile & Lightning Actions.
   4. Drag ‘Open Form’ to the Salesforce Mobile and Lightning Experience Actions section.
   5. Click Save.
7. One last item before the fun begins...if your form template contains Images, there is a checkbox called ‘Enable Content Images for Fuse’ that will have to be checked. This checkbox is located on the form template details page. 
   1. 
8. Now enjoy the fun and launch Youreka Fuse in SFS Mobile 
   1. The ‘Open Form’ quick action should be available in the actions drawer! 

Below is a video demonstrating the steps above. 

Considerations 

• If your form template contains Images, in form template details, there will be a button in the gear menu called ‘Enable Content Images for Fuse’. 
• Verify that your SFS Mobile Permission Set has the permission to "Access Lightning Web Components in Field Service Mobile." 
• After setting up the SFS Mobile environment and before utilizing Youreka Fuse, make sure to clear cached metadata. 
• Make sure that the object that is utilized in SFS Mobile needs a related list to disco__form. 
• In an unexpected event that Youreka Fuse is not usable, it is best to ensure users can seamlessly navigate to the Youreka New Mobile app to continue with their experience. 
• Offline state use - In order to utilize Youreka Fuse in an offline state, at least ONE form must be opened up in an ONLINE state. This is a Salesforce Limitation that we are bound by. 

The chart below captures what Youreka Fuse currently supports in its current state. 

Definition of Technically Unsupported: The feature/functionality is available for use but hasn’t been thoroughly tested by the Youreka Team. 

Form Display Logic Feature 

Form Display Logic is now an available feature in Youreka Fuse. Users can now set up Form Display logic in Template Builder that will now be respected in Youreka Fuse. For more information regarding setting up Form Display logic for a form, please refer to this Knowledge Article. Below are steps for how to setup the new forms LWC + form display logic. 

Create a Quick Action button: 

1. Go to salesforce setup
2. Click Object Manager
3. Search and select Service Appointment
4. Select Buttons, Links, and Actions
5. Select New Action button
6. Select Action Type to Lightning Web Component
7. Select Lightning Web Component to filteredForms
8. Set a label and name as you desire
9. Click Save

Set page layout:

1. 1. Go to Page Layout section of Service Appointment
   2. Select the page layout
   3. Go to Mobile & Lightning Actions section
   4. Drag the newly created Quick Action button to Salesforce Mobile and Lightning Experience Actions section
   5. Click Save

Set up Form Display Logic:

1. 1. 1. The way to setup Form Display Logic in the Form Template is the same. Please review the Form Display Logic Knowledge Article 

Use Form Display Logic in Field Service App:

1. 1. 1. 1. Log into org in Field Service App
         2. Let the app sync, and select a Service Appointment
         3. Drag the Actions panel from the bottom and select the quick action button that you created in step #1
         4. Users should see a filtered list of forms that respects the Form Display Logic set in step #3.
         5. When clicked on any of the forms listed, users should be able to get the Complete Forms experience

Troubleshooting 

When running into issues loading a form in Youreka Fuse, try the following steps: 

• Uninstall and re-install the SFS Mobile App.
• Once you are logged into SFS Mobile, re-authenticate yourself. 

Known Issues

Please review the table above to understand which features are unsupported or incomplete at this time. 

• Cannot delete a Linked Section from an existing form 
• The error count on a form is not accounting for errors in a Linked Section 
• When deleting a photo from a form, it will still get added to the Form Detail page in Salesforce 
• If there are more than 10 Radio Button questions on a form, some Radio Button options are missing 
• A Form Save Error appears when a form contains a Required Photo Question 
• The Country/State list for a field link question type does not load on the first attempt 
• Salesforce Formulas are not calculated in a Linked Section 
• A Linked Section with more than 10 questions will cause an error to appear 
• Inability to select a Field Link Checkbox within a form with more than one Linked Section 
• Answer values are not getting displayed for a Compact Linked Section 
• When clicking on the Geolocation Icon, it causes the app to crash 
• An error appears when submitting a form with a hidden date/time question
• Required Field Link questions are being validated upon a Quick Save of that form 
• When utilizing Guided Validation, there are a few UI issues 
• A form with multiple Linked Sections and Attachment/Photo questions may cause duplicate photos to get added to the Form Detail page
• When there are multiple e-signature questions on a form, the first e-signature gets replaced with the second one 
• Date/Time field links have known issues 
• Custom Formulas for the Date and Date/Time question type is not working 
• If allow new records is available for a field link question, the user will see a "required fields are missing" error when trying to Save or Submit the form 
• Duplicate records are being created for a multi-page form with new records
• Disabling "Content Images for Fuse" will still show images in the SFS Mobile App. 

The Product and Engineering team are working on resolving all Fuse issues as they are discovered. If you are experiencing issues while attempting to test the Youreka Fuse feature, please create a case so the support and product teams can assist you!