When designing templates, there are limits you should keep in mind when deciding on Question Types or Template features. General limits for the Template Builder are in the table below:
|Questions per Template
|Sections per Template
|Template Name length
|Section Name length
|Question Label length
|Free Text length
|500px by 500px and 1.2MB
|1.5MB for mobile only2
6MB for export/import2
|No set limit3
1 Text can be entered as Rich Text. Formatting information counts toward the limit. A counter of actual storage space in use is provided. For longer explanatory text consider using a link to another web page.
2 Question labels, question dependency, Picklist lists, Section labels, Free Text all figure into this calculation. Answers and Images do not. This size can be viewed in the Full Form Size field of the Form Template record; 1MB=Full Form Size of 1,000,000.
3 Users with older devices may experience slowness at lower numbers. Administrators should keep the number of cards low, both for performance as well as for ease of use on the mobile side.
Field Links allow you to design the form such that
- the Answer is pre-populated with a value from a field on an Object .
- updating the Answer will update the field.
- updating the field will update the Answer until the form is locked.
In order to use Field Link questions on a form, the Form object must have a relationship field to the object containing the field to use for the field link question. For example, if you would like to use Contact.LastName in a Field Link question, the form object must have either a lookup relationship field or a master/detail relationship field to the Contact object.
For more information on Field Links, please visit our Field Links help article
|Standard Objects Available for Field Links
|Account, Asset, Campaign, CampaignMember, CareProgramEligibilityRule, CareProgramEnrollee, CareProgramEnrolleeProduct, CareProgramEnrollmentCard, CareProgramProduct, Case, Contact, Contract, EnrollmentEligibilityCriteria, Goal, Lead, Opportunity, OpportunityLineItem, Product2, ProductConsumed, ProductRequest, Quote, QuoteLineItem, ServiceAppointment, Solution, Task, User, WorkOrder, WorkOrderLineItem1
|Standard Objects available in Linked Sections
|Account, Asset, Campaign, CareProgram, CareProgramCampaign, CareProgramEligibilityRule, CareProgramEnrollee, CareProgramEnrolleeProduct, CareProgramEnrollmentCard, CareProgramProduct, CareProgramProvider, Case, Contact, Contract, EnrollmentEligibilityCriteria, Goal, Idea, Lead, Memberplan, Opportunity, Order, Product2, ProductRequest2, Quote, QuoteLineItem, Solution, User, WorkOrder, WorkOrderLineItem2
|Custom Objects Available for Field Links
|Max relationships used for Field Links per Template
|Re-use a Field Link field
1 A relationship must exist on the Form Object to the Standard Object. You can use the Salesforce Setup or the Youreka Relationship builder to create the relationship. If you do not see an object in this list, and still wish to field link to that object, consider whitelisting the object in Youreka Public Settings
2 A relationship must exist on the Standard Object to the Form Object. You can use the Salesforce Setup to create the relationship. If you do not see an object in this list, and still wish to field link to that object, consider whitelisting the object in Youreka Public Settings
3 A relationship must exist on the Form Object to the Custom Object. You can use the Salesforce Setup or the Youreka Relationship builder to create the relationship. For Field Links to the Form object, use Self.
4 The count here refers to the relationships used in the Field Links, not the Field Links themselves. For example, 10 Field Links to Contact using the Form_Contact relationship counts as one relationship toward the limit.
This limitation is enforced to prevent a “Too many SOQL statements” Salesforce governor limit violation. The actual number may be lower if the objects used to have complicated triggers on their own
5 You can’t have two fields linking to, for example, Contact.LastName unless two Contact lookup relationships are used
General Question Limits
|Text Question maximum Answer length
|Long Text Question maximum Answer length
|Picklist/Multiselect Picklist, Radio button list, Checkbox list entries
|1000 characters per option
comma, semicolon, backslash or double quote may not be used
1000 entries per question
|Numbers (including currency & percent)
|Max 14 digits before the decimal, max 4 after
|Dates and Date/Times
|Lookup Question Search Results
|15 matching results displayed
|Attachment / Photo size
In order to be added to the Generated PDF images must be under 10MB and only JPG and PNG.
Community/Experience Cloud: 3MB
|Digital Asset Repository
5 attachments per question
File Types: JPG, JPEG, PNG, GIF and PDF
Size: Max 2MB per file
Linked Sections are sections that can repeat multiple times, for example when multiple Contacts are to be entered for a single form, such as members of a family. Shared Linked Sections are tied to a parent record, such as a Household record. Objects used in Linked Sections must have a Lookup or Master/Detail relationship to the Form__c Object (on Contact in this example). For Shared Linked Sections, the Form__c Object must have a Lookup or Master/Detail relationship to the parent Object (Household) and the Linked Section records must also have a Lookup or Master/Detail relationship to the parent record (Household).
|Objects NOT Available for Linked Sections
|Linked Sections for a specific Object in a template
|Objects may be repeated several times, however if shared linked sections, only one repeat may inherit records.
|Maximum shared linked section records
|100 for each Linked Section2
1 Task Sections are a special type of Linked Section and may be repeated several times
2 Shared Linked Sections records are loaded on when the Form is created. These can be filtered. A maximum of 100 shared Linked Sections are loaded when they Form is created but more can be entered.
|Available Features but NOT Supported
|Inbound and Outbound Deeplinking
|Field Validations (Not including Required)
|Question Display Logic
|Radio Button List
|Date and Date/Time
|Section Display Logic
|Columns and Rows (Max is 24x40)
|Cloning of Questions
|Section Display Logic
|Required Question Validation
|Field Validation (Not including Required)
|Import/Export of Templates
|Free Text Formatting and Alignment
|Question Display Logic
* Template must be saved before questions are selectable in the Formula Tab
- For images in PDFs, see Attachment/Image size above
- Maximum answer length: 1500 characters (only up to 1500 characters of the answer will show)
- Mixing images and other files as attachments may cause the images to show improperly
- Links that are part of the Form Free Text will only be clickable on the PDF if they display the actual URL. For example, youreka.io or synapticap.com will work but Youreka will not.
- The Photo Gallery supports displaying a maximum of 2000 photos. If more than 2000 results are returned for the filter criteria a message will appear instructing the user to set finer filter criteria. This message can also appear if the execution time exceeds the maximum allowed by Salesforce. This also requires setting finer filter criteria.
Lightning Web Component – New Form Button Component
- The maximum allowed number of new form buttons on a single page is dependent on the number of published templates in the org.
These limits are specific to Youreka Mobile.
|Photo resolution in Youreka Mobile
|500px by 500 px1
|Search results for Form search in Mobile
|Maximum mobile data capacity
|50,000,000 bytes (template size * # of forms) 2
1 Youreka Mobile enforces this limit so that saving and syncing is not too heavily slowed down by multiple large images. If higher resolution photos are required, consider used Salesforce Mobile where the photos are used at native resolution.
2 For all mobile available forms and templates. Template size can be seen in the disco__Full_Form_Size__c field on the Form Template. Beyond this limit the app will start to encounter errors.
Default Image Compression
These are the metrics of a photo after being compressed by Youreka and uploaded to Salesforce:
- Average file size: 600 KB
- Average resolution: 750 x 750
For comparison purposes, when a 5.1 MB photo is captured using an iPhone11 Pro and an end user attaches the 5.1MB photo to an email in iOS, iOS then prompts the end user to select one of four delivery options for the attached photo:
- Small (21.3 KB)
- Medium (62.4 KB)
- Large (649 KB) **This is the default Youreka image compression ratio
- Actual Size (5.1 MB)
The resolution can be modified via the Mobile Admin tab but be aware increasing the resolution will increase file size and sync time. This may negatively impact the mobile user experience, especially on older devices or with poor connections.