General FAQ

Is it possible to customize the styling and format of my forms?

Yes! Get started here.

I'm trying to link a question to a field in a custom object, but I don't see the object listed. How do I add it?

In order to create a field link to a field on a custom object, you must have first created a lookup to that object from the forms object. Learn more about field links here.

I would like to create a repeating group of questions that save to multiple records in an object in Salesforce, but I don't see the object listed. How do I add it?

A linked section must be linked to an object in Salesforce. In order to add a linked section to your template, you must first create a lookup from that object to the form object. Learn more about linked sections here.

Can I transfer my template to another org?

A template can be transferred using the Export Template feature found in form template page settings in your source org. Your exported template will be saved to your computer as a JSON file. Next, in the destination org open the Form Template Import tab from the app launcher. The JSON file you obtained can then be uploaded. Learn more here.

I am encountering a form template question limit. What is the best way to proceed?

Form templates have a limit of 1000 questions per template. If your forms exceed 1000 questions including hidden and visible repeating questions from linked sections, we recommend that you split the form into multiple forms. The total number of questions can not exceed 1000, so # of standard section questions + (number of questions in a LS * number of linked section) for each linked section must be under 1000.

What is the mobile form template size limit?

It is recommended that a mobile form template does not exceed 1,000,000 bytes or 1 megabyte. Learn more here.

Is there a way to increase the Linked Section Sharing Limit of 100 records?

It is possible to increase the record limit for a Linked Section however it is important to keep in mind how many questions are used per record. The total number of questions in a form cannot exceed 1000. Learn more about Shared Linked Sections here.

Is it possible to add more than one linked section to the same object in the same template? Does this apply for both Linked sections and Shared Linked Sections?

Only one of the linked sections on an object can be a shared linked section. Any additional linked sections on the same object must be regular linked sections. Learn more about Linked Sections and Shared Linked Sections.

What are the different ways to create new forms?

There are multiple ways forms can be generated:

• New form button on the template details page
• Queueable Form Generator
• Bulk Form Generator
• New Form buttons on Mobile cards
• New Form Lightning Web Component
• Custom Buttons
• Salesforce Flow

What steps should I follow to add a new Youreka user to my org?

In order for a Salesforce user to be able to access Youreka features, an admin must:

• Assign the user a Youreka license from the Youreka Licenses tab, or by setting the Youreka License Type field on their user record.
• Grant the user one of the Youreka permission sets  or a custom permission set that you've created that grants similar access to Youreka objects.

How can I un-archive forms using Apex?

To un-archive forms using Apex, you must change the Boolean indicator(disco__Archived__c) on the form records to false. This signifies that the form is currently archived or not archived. Once this is updated, the form Status will automatically update to Locked.

What are all these scheduled jobs that Youreka installed?

• Youreka DCC - communicates with our licensing org daily to confirm expiration and license counts.
• Youreka_form_auto_removemobileavail - runs nightly to automatically update any forms that need to be removed from mobile as defined by the form lifecycle settings: https://support.youreka.io/hc/en-us/articles/360044052834-Removing-Forms-from-the-Youreka-Mobile-App
• Youreka_form_auto_lock - runs nightly to automatically lock submitted forms as defined by the form lifecycle settings: https://support.youreka.io/hc/en-us/articles/360044944553-Locking-Forms
• Youreka_form_auto_archive - runs nightly to automatically archive locked forms as defined by the form lifecycle settings: https://support.youreka.io/hc/en-us/articles/360044052854-Archiving-Forms
• Youreka form generator dispatcher - runs daily to auto generate forms for the form generator: https://support.youreka.io/hc/en-us/articles/360044517533-Creating-Forms-In-Bulk
• Youreka Statecountry - runs daily to sync up the state/country picklists you have defined in your org with Youreka's state/country picklists so they can be used in your templates.

Whenever I try to access a form in the Salesforce Mobile app on my iOS device, a white screen loads, and I never see the form. How do I fix this?

In order to display a form in Salesforce Mobile on an iOS device, cross-website tracking must be enabled. On your device, go to settings and find the Salesforce app. There is a setting called Allow Cross-Website Tracking. Turn it on.

Why can't my community user log into the mobile app?

First, make sure that the Youreka app is updated to the latest version. Next, verify that the user has sufficient access/sharing settings to access the Youreka mobile app. Additionally, verify that the user is logging into the correct domain. Learn more here.

Can mobile users upload PDFs from their phone or tablet into Youreka?

Currently mobile users are limited to uploading images to photo/attachment questions in Youreka forms.

When utilizing the Question Label as Default Photo Name feature and placing two photos into the same question field, how will the labels appear for each photo?

All photos that are used for a single question field will have the same name as the question label. For instance, if the question is Take a Photo of Equipment, all the photo names for that question will begin with take_a_photo_of_equipment.jpg, and if there are more than one, each one will be be appended with a number.

When my community user accesses the mobile app, they don’t see any forms. What am I doing wrong?

In addition to giving them the Youreka Community User permission set, you need to ensure that these users still have view access to all Questions, Sections, Answers, and at least some Form Templates. This can be done with sharing rules or sharing settings.

Can I have more than one user completing a form at the same time?

This is not recommended. If you have more than one person completing the same form at the same time, but on different devices, there is a high risk of data loss, due to one user potentially overwriting the other. As an alternative, consider splitting forms so each user has their own to complete.

What do the version numbers mean?

In the new mobile app (the white version), You can identify when that version was released, based on the version number.

• The first segment is for the year of the major release. 3 indicates 2023
• The second segment is for which major release of the year, starting with 0. 0 indicates the first major release. 1 would indicate the second.
• The third segment indicates which patch/hotfix it was a part of. 0 indicates it's part of the major release. 1 indicates the first patch/hotfix of that major release

For example: mobile version 3.0.2 means it was second patch/hotfix of the first major release in 2023.