Forms Tab - Forms Publisher

The Form tab of the Form page, allows admins to specify how the form is displayed and rendered for Mobileforce FSM users, providing the complete specification for the user interface where you can add objects, sections, inputs, and sub form apps.

The page is divided into two panes:

• The left pane is a tree-like structure listing the sections and inputs for the layout. This pane supports drag-and-drop functionality, allowing you to reorder the objects.
• The right pane provides details of the various form elements (such as a section or an input), as well as a preview of the entire Form, in three form factors: Phone, Tablet, or Computer.

Additionally, click the Details tab to view the information regarding the selected object (section, input, or sub form app) in the left pane.

Adding Elements to the Form

When creating FSM forms, you can add three action elements to the form: Sections, Inputs, and Subforms.

Adding Sections

Sections allow you to organize inputs in your form, typically acting as a header.

To add a section, click the button.

Enter the desired label and click Add. The section is added to the form.

Once added you can modify the section in the Details tab as needed:

Adding inputs

Creating an input for a form, allows you to capture data of a specific type in the form.

To add an input, click the button.

When you click Add Input a pop-up window displays allowing you to specify the details of the input.

When finished, click Add to add the input to the parent Column object. You can then update the inputs from the Details tab.

To change the input type, click the Type dropdown list, and select the desired type.

Click Save when you are finished updating the input.

Forms: Dynamically Computed Value

One benefit of Mobileforce forms is the ability to not only accept a rich set of input types, but furthermore, dynamically compute values of specific fields.

Mobileforce forms support dynamically computed values that are based on powerful expressions that a business analyst (who is not a developer) can easily create. The following screenshot shows dynamically computed value of "date" field

Note that the input field Submission Date takes a dynamically computed value, which is easily filled out using the "Form Expression" evaluator widget, with a value TODAY(). This not only prevents user error, but also enables a non-developer creator to specify complex constraints, such as pre-filled date, in a submission.

Forms: Required Fields

An additional feature of the Mobileforce Forms Publisher, is your ability to ensure that specific fields are required in order to complete and submit the form.

Adding Sub Forms

Sub Forms allow you to associate other published forms in your current form. This allows you to:

• Ensure stability by maintaining static content in a form, while adding dynamic content. (For example, you create a standard form to collect data from your customers, but have a sub form that contains promotional or time-sensitive information)
• Simplify the customer experience by ensuring that users only review a single form.

To add a section, click the button.

Select the desired form from the Sub Form App drop down list and enter the desired label for the form in the Header Label field. Then click Add. The sub form is added to the form.

Managing objects

From the Form page, you can do the following:

• To edit an object, click to select it in the left pane, its details are displayed in the right. Edit the desired fields and click Save.
• To delete an object, click to highlight it in the left pane, and click Delete.
• To reorder an object, click to select it in the left pane and drag it to the desired location, If the desired location is invalid, a red X is displayed next to your cursor.