Youreka Form Template Builder

The Youreka Form Template Builder is where Salesforce users who hold Youreka Template Builder licenses go to create Form Templates. These Form Templates are then used to create individual instances of it i.e. a Form.

The Youreka Form Template Builder allows you to define what questions your Form users will need to answer. Within the Builder you can choose to create questions whose answers will update Salesforce data points (or won’t) as well display questions conditionally based on criteria. These are just a few features at the disposal of Youreka Form Template Builders. 

 

Form Template Builder: Critical Feature Definitions

As part of your organization's Form Template building team, it’s important to familiarize yourself with the definitions of our most common features:

Form Template: The architecture of a Form. A Form Template dictates what questions are asked on a Form and how a Form user interacts with a Form. 

Components Ribbon

Section: A Section contains a set of Questions and Content. Typically Questions that are of a similar nature or theme can make sense to group in a specific Section. Whole Sections can also be displayed conditionally using Display Logic. Sections also drive Form Pagination.

Table Section: Allows users to enter data in a Form into a tabular Format. For example, one column contains the question label and the column to the right the Answer Input. Table sections can be much more complex than this. Table Sections allow Template builders to build multi column tables where multiple inputs can be made in each row.

Question: A Question is a data point that takes input from a Form user. Questions can be of many different types (Number, Text, Picklist, Field Link etc.). Individual Questions can also be displayed conditionally using Display Logic. Questions can retrieve and send data back to Salesforce record fields using the FIeld Link Question type.

• Field Link: A Field Link is a type of Question which can be used to interact with Salesforce data on a Youreka Form. Field Links connect your Salesforce Objects for use on a Youreka Form. A Field link Question can perForm the following functions:
  
  
  • Display a field value from a record in Salesforce on a Youreka Form (when set as read only)
  • Allow users to edit an existing record field value in Salesforce
  • Be hidden on a Youreka Form to be used as a driver of Display Logic
  • Like any other Question type, be used as a driver of Display Logic when interacted with
  • If set as such in the Form Template Builder, can be used to create new Salesforce records for the object defined in the Field Link’s setup (In the Form Template Builder)
    
    
• Answer: An Answer record holds an instance of an Answer to a Question displayed on a Form. Answer records are created for every potential Question asked on a Form, regardless of whether it was answered or not by a Form user.

Sketch Pad: Sketch Pad Questions allow users to mark up an image or a blank canvas with inFormation pertinent to the scenario present in a Form. i.e., Marking up an image of an asset that’s being inspected

Content: Content blocks can be used on a Form for numerous purposes. These components are non-interactive and among other reasons can be used to display instructional inFormation and warnings back to a Form user. These components can also be displayed conditionally using Display Logic.

Task Section: Allows users to set follow up Tasks to complete in the Form. By default the Task created from a Form Submission is related to the submitting Users’ record and Form record in Salesforce. Automation can be applied to relate the Task to other records in Salesforce.

Linked Section: A Linked Section allows Form Template Builders to give Form users the ability to create new records of a specific Salesforce object. A Linked Section can contain a combination of Field Linked Questions (which are object specific to the configured Linked Section Salesforce object) and non-Field Linked Questions and Content. They can also be displayed conditionally using Display Logic as well as driving Form Pagination.

• Shared Linked Section: Like a Linked Section a Shared Linked Section can be used to create new Salesforce records of a specific Salesforce object. Unlike Linked Sections, Shared Linked Sections allow users to create (a) record/s related to a parent Field Linked record as well as possibly interacting with existing related records of a parent Field Linked record. For example, a Field Linked Work Order record may have 5 related Work Order Line Items in Salesforce. A Shared Linked Sections can be used to allow Form users to interact with/view all or a number of these Work Order Line Items on a Form in Youreka as well as adding new Work Line Items to that Work Order if desired.

Section and Question Level Functionality

Conditional Display Logic: Display Logic can be used to control what Sections/Questions Form users are able to interact with based on given scenarios. Such dependent component’s display properties are governed (solely or via a combination thereof) by answers to Questions already input by the Form user and/or defined at the time of Form creation (such as answers to Hidden Field Linked Questions). See Best Practices of applying Conditional Display Logic here.

Data Validation: A process used to ensure data accuracy and integrity. In Youreka it comes in 3 different flavors:

1. In Form Validation: Set up in the Template Builder, In Form validation assists Form Template Builders in ensuring captured data from Youreka Forms is accurate. Different Question types have different options such as ranges for Number type fields and Regex options for Text Question type validation. In Form Data Validation methods work both on and offline.
   
   
2. Salesforce Data Validation: In an online state, Youreka can honor existing Salesforce Data Validation methods in place for your objects and records. As it requires database connectivity, Data Validation using this method will only occur when a stable internet connection is in place.
   
   
3. Soft Validation: Unlike the previous 2 methods, this Form of Data Validation does not interfere with Form Submission. Conditionally displaying Content Blocks can be used to show custom messages that can assist Form users in entering as accurate data into their Forms as possible prior to submission.

Form Template Properties

Allow New Records For Field Links: This setting will allow Form creation to occur and create a new record for a Field Linked object. For example if disco__Form_Account__c is checked in this setting then Forms of this Form Template can be created without specifying an Account record at the time of Form creation

Form Visibility in Mobile Cards: Allows you to control when a user is able to access a Form in the Mobile App

Read Only Behavior: Can allow a Form Template Builder to set when a Form is set to read only, so that users can access a Form but not modify its inputs

Mobile New Form Fieldsets:  When creating Forms in the Mobile App using the New Form Button it helps to guide users to ensure they select the right record for the Form is selected. By creating a Fieldset on the object used in a Form and setting that Fieldset here you can help ensure data accuracy in user Form creation.

Template VisualForce Page Options

1. When Form Template Status = ‘Drafting’
   
   • Publish: Publish a Form in the Drafting Status

2. When Form Template Status = ‘Published’
   
   • Set to Inactive: Set the Form Template to Inactive, in this state no Forms can be created from the Form Template
   • Generate Forms: Use the Bulk Form Generator to create Forms in Bulk
   • Enable Content Images for Fuse: Enables static images added to the Form Template to be visible in Youreka Fuse
   • Form Submission Behavior: Allows a Template Builder to set actions for the Form/User to take after Form Submission, such as navigating to an external URL or pass parameters from a Form to another location.
   • Inbound Deeplink Data: Pass Answer data into a Form from an external app via a hyperlink.
     
     
3. Available in Both Scenarios
   • View Dependent Question Logic: Takes the Template Builder to a page that allows the Builder to visualize the display logic present in a Form Template
   • Copy for a New Version: Copy the Form Template, use the new version for editing and versioning
   • Export Template: Export the Form Template in JSON Format so that it can be imported into a source org using the Form Template Import Wizard
   • Validate Template: PerForms validation on the Form Template to ensure items like Picklist values and Field Links are valid. Use this feature often to ensure Form Templates stay up to date.
   • Edit Template Properties: Edit field values on the Form Template record
   • View Template Properties: Navigate to the Form Template Salesforce record page
   • Delete Template: Delete the Form Template.

Form Lifecycle Settings

Form Lifecycle settings allow Form Template Builders to customize the Following for Forms created from a specific Form Template:

The default is 0 for all of these settings.

Form Template Builder Additional Features

Our knowledgebase is extensive. For Template Builders in training we would recommend completing the Youreka Enlighten Academy Template Builder course. The Enlighten Academy is Youreka’s very own Learning Management System designed to enable this group to become experts at Template Building. If you have not enrolled in that or would like to learn more about it, please contact your Youreka representative.

For more knowledge base material on Template Building check out the following resource:

Form Template Builder Feature Library