A Segment in Docomotion is a component of a form that can be saved under a unique name and seamlessly integrated into a form during the design phase. Segments are pivotal for reducing design time, particularly for recurring sections found within the form system.

Segment Types: Linked and Unlinked

  • Linked Segments: These segments cannot be edited directly within the form and are only alterable by modifying the original Segment Form. Any changes to a linked segment are automatically reflected in the form and subsequent output.

  • Unlinked Segments: These segments can be edited directly within the form like any other text. Changes to an unlinked segment do not affect the form or generated output.

Creating Segments:

  • In Docomotion:

    1. Create and edit Form Segments in Docomotion similar to regular forms.
    2. Alternatively, create a Segment from an existing form directly within the Designer.

  • Inside the Designer:

    1. Open the form you want to create the Segment from.
    2. Select the desired content in the form.
    3. Click on “Segment” in the Designer Toolbar, then choose “Save.”
    4. Enter a name and description for the Segment, and decide whether to add it as linked.
    5. Click “OK,” and the segment is automatically published.

Adding Segments to a Form:

  • Unlinked Segment:

    1. Open the form in the Designer.
    2. Position the cursor where you want to add the Segment.
    3. Click on “Segment” in the Designer Toolbar, then choose “Insert.”
    4. Select the desired Segment; it is inserted into the form and can be edited independently.

  • Linked Segment:

    1. Open the form in the Designer.
    2. Position the cursor where you want to add the Segment.
    3. Click on “Segment” in the Designer Toolbar, then choose “Insert.”
    4. Select the desired Segment, check the “Linked Segment” checkbox, and click “OK.”
    5. Enter a name for display purposes.
    6. The linked segment is inserted, and its properties are displayed in the Form pane.

Editing Segments:

To edit a Segment:

  1. Open the Docomotion App in Salesforce.
  2. In the Forms tab, select the Segment identified by the icon I_Segment.
  3. Click “Open Designer” to make changes.
  4. After editing, upload the modified Segment to the cloud.
  5. In the Docomotion Forms tab, select the Segment and click “Publish” to apply the edits.