Translations

Introducing Translations!

The Youreka Translations feature, introduced in the Voltage release, is designed to enhance the accessibility and usability of forms and PDFs across a global user base. Available in Youreka for Windows Pulsar and Youreka Web, this feature provides seamless translations of Section Labels, Question Labels, Question Value Labels, Read-Only Shared Linked Section Answers and Free Text within a form and PDF, ensuring users can interact with these materials in their preferred language with ease. This feature is NOT available in Youreka Mobile. 

Note: Youreka Web refers to the Forms Experience in Salesforce plus viewing the Form on the Form’s Detail page. 

Translations empower organizations to support multilingual teams efficiently by offering two key translation methods:

• User Preferred Language: Forms automatically display in a user's pre-defined preferred language when available.
• Language Change Experience: Users can manually select a different language while viewing a form, allowing for greater flexibility.
• PDF Language: A specific translation language can be defined for a form on form properties. This means a form language can be different than a PDF language! 

With these capabilities, Youreka continues to provide an intuitive and adaptable experience for users across various industries and locations.

Benefits

Implementing the Translations feature provides several key benefits to organizations and their field teams:

• Enhanced Accessibility: Ensures users can interact with forms and PDFs in their preferred language, reducing language barriers and improving overall comprehension.
• Improved User Experience: Users can seamlessly switch languages without needing additional tools or manual translations.
• Standardized Data Collection: Translated forms and PDFs promote consistency and accuracy in data capture across different language groups. Also consider reporting.. It just got easier! One report across forms in different languages! 
• Greater Flexibility: Users can adapt to changing needs in real-time by selecting the appropriate language for each form and PDF they interact with.
• Compliance and Inclusivity: Supports organizational goals of inclusivity and compliance by accommodating diverse workforces and regulatory language requirements.

Use Cases

Use Case 1: Multinational Field Teams

A global organization with field technicians across multiple regions can leverage Translations to ensure that forms and PDFs are displayed in each technician's preferred language, improving comprehension and reducing data entry errors.

Use Case 2: Regulatory Compliance

Companies operating in regulated industries can use the feature to meet compliance requirements by ensuring that critical inspection or audit forms are available in legally required languages.

Use Case 3: Seasonal Workforce Support

Organizations that employ seasonal workers from diverse linguistic backgrounds can use the language change experience to accommodate temporary staff and maintain operational efficiency.

Use Case 4: Cross-Departmental Collaboration

Teams that span across various departments with different language preferences can collaborate effectively by switching languages based on their needs, ensuring a smooth workflow.

Use Case 5: Customer-Facing Forms

Businesses collecting data from customers in different regions can present forms in their customers' preferred language, enhancing engagement and data accuracy.

How to Setup

Before we dig into the fun stuff, we have to ensure that a few things are set in place to ensure a successful experience. 

Set Up Translations 

First, we have to ensure that a Global Language Picklist Field has been defined.  

1. Define the Global Language picklist field 
   1. This field determines what languages are available for Translation Selection 
   2. Head to Setup 
   3. In the search bar, search for “Picklist value sets”
   4. Select that option 
   5. Select “Languages” 
   6. Navigate to the “Values” Section on the page  
   7. Add languages
   8. 
   9. Once you’ve added languages, you are good to go! This is a global picklist, so the languages will be available for selection once Translations are created.

For PDF Translations, we will need to define what language a PDF should be translated in if necessary. Follow the following steps. 

1. Navigate to the "Form Properties" on the Form 
2. Find the PDF Language Field 
3. Select the language you would like the PDF to be translated in 
4. Save that information! 

Now that’s complete, we will have to start creating Translations for our Form Template! 

1. Navigate to an already created Form Template Record. 
2. Select “View Form Template Properties” in the Settings Menu
3. 
4. Click on the Related List 
5. 
6. If they exist, you should now be able to see your Section Records, Question Records, Question Value records, and Content Records (Free Text). 
7. For this example, we will translate a Question Label for French. 
8. Select a Question Record 
9. Click on the Related List 
10. See the Translations Section and Click “New”
11. 
12. This is where the Translation for your Question Label will be added. 
13. Make sure to fill out the following fields 
    1. Language 
    2. Translated Label
    3. 
14. Note: When inputting a translation for Free Text, you need to stylize your Translation with the proper HTML markup. 
    1. Example: Hello World 
       1. <p> Hello <b> World </b> </p>
15. Click Save 
16. You now have a Translation Record for that specific Question Label. If that form template were to get translated to French, that Question Label would match the Translated Label that was defined!

Translations of Read-only Shared Linked Section Answers require a different type of setup.

1. A lookup on the Translations object will need to be created 
2. Create a lookup from Translations to the field on which object you will be translating records from (ex: Lookup from Translations to Hazards, which exists on the Account Object) 
3. Next, head to an object record (ex: An Account)
4. Find a Record (ex: Hazards)
5. There will be a related list called Translations where you can select a field, a language, and then a corresponding language for that field 
   
   1. 
6. Note: Translations for Shared Linked Section Answers will only appear on a form if the Form Template contains Translations for the specified language (i.e. if you have Shared Linked Section Answer translations for Spanish but don't have any other Spanish Translations on the Form Template, no Translations for Spanish will appear in the form) 

Now that Translations Exist for a Form Template and Shared Linked Section Answers, we can define a User’s Preferred Language. NOTE: This part of the setup experience is optional but preferred! This ensures that anytime a specific user opens up a form, they’re viewing it in their preferred language (if translations for that language exist for that form template)! Note: This experience is just for form translations, not PDF translations. 

1. Navigate to Salesforce Setup 
2. In the quick find bar, search and select Users
3. Find a user and select Edit 
4. Find the Additional Information Section
5. View the Preferred Language Field 
6. 
7. Select the User’s Preferred Language 
8. Click Save

And just like that, you are ready to tap into the Translations experience for Forms and PDFs!  

How to Use

After creating a Global Language Picklist and creating Translations for a Form Template, you can follow these steps to see Translations in action. 

Completing a Form in Web 

1. Create a Form using the Form Template that contains Translation records
2. Once you are in the form, you will see that the following elements, if they exist, have been translated into your preferred language. Note: If the User’s Preferred Language is not defined, the form will not be automatically translated. 
   1. Section Label(s)
   2. Question Label(s)
   3. Question Value Label (s) (Picklist Values) 
   4. Free Text 
3. You will also see that there is a new Language Change Picklist 
   1. Selecting that picklist will show the list of languages that exist for that Form Template 
   2. There will be a default option. Selecting that will change the language of the form to its original created language. 
4. Selecting a language in the picklist will then translate necessary elements in the form to that language. 

Form Detail Page 

1. Once a form has been submitted, navigate to the form record in Salesforce  
2. The necessary elements of the form will be translated to the User’s Preferred Language, if defined. 
3. The Language Change Picklist exists here as well. 
4. Selecting a language in the picklist will then translate necessary elements in the form to that language.

 Youreka for Windows Pulsar 

1. Create a Form using the Form Template that contains Translation records
2. Open that form in Pulsar 
3. The necessary elements of the form will be translated to the User’s Preferred Language, if defined. 
4. The Language Change Picklist exists here as well. 
5. Selecting a language in the picklist will then translate necessary elements in the form to that language. 

 PDF Translations 

1. Ensure that the proper setup steps for PDFs have been followed. You can find those steps here.
2. Make sure that the PDF Language field has been defined in the Form Properties and Translations for that language exist on the Form Template.
3. Trigger a PDF creation and see it appear in the Files Related List on the Form Details Record.
4. The file name of the PDF will contain the Translation language. 
5. Open the PDF and see that the PDF has been translated! 

Considerations

• Translations are not supported for Table Sections 
• Translations do not work if a form contains a Sketch Pad question 
• Cloning a Template with Translations will not clone those Translations over
• Importing/Exporting a template with Translations will not pull the Translations over 

 

By leveraging Youreka Form Translations, organizations can streamline their operations, foster inclusivity, and enhance productivity across global teams. Get started now!