This section includes the following:

Creating the new Form

Defining a Data Model

Quick Start-11

Creating the New Form

Each Form is created based on a Salesforce Object called the Main Object (such as Contact, Contract, Order etc.) and relations of this Object with related Objects. The Main Object is the object from which users generate the output.

When creating a new Form you can create a new Data Model or use an existing Data Mode.

To create a new Form:
1.  In Salesforce>Docomotion click the Forms

2. In the Recent Forms area click New to display the New Form page.

3.  In the Information area, in the Name text box enter a name for the Form.

To change the name of a Form after you created it, see FAQ DESIGN 16:How do I change the name of a Form?
By default, when creating a new Form, Docomotion uses the Normal Word template on your local workstation. If you do not want to use the Normal Word template, you need to upload the Word template to Docomotion (see Uploading a Word Template) and select the Word template you uploaded using the Word Template Lookup.

4.   In the Data Model area, from the Main Object dropdown list select the main Object to use for the Form. You can start typing the object name and use the automatic search to locate the object.

5.  Do one of the following:

① Select an existing Data Model:

If you want to use an existing Data Model for the Form, select Use existing Data Model.

A list of available Data Models based on the Main Object you selected appears. Select the Data Model and click Save.

②  Create a New Data Model:  Click Save and Define Data Model.

In Lightning, proceed according to step 6 of To define a new Data Model – New UI (Lightning Only).

In Classic, proceed according to step 6 of To define a new Data Model.

6.  You can also add a description in the Description

7.  Click Save to save the new Form.

Defining a Data Model

Data Model

A Data Model is a Data tag list based on Salesforce fields. Data Models enable users, in the Designer, to create forms with variable data tags that will be populated with the Salesforce fields data in runtime when generating output from the Form.

Each Data Model is created based on a Salesforce Object called the Main Object (such as Contact, Contract, Order etc.) and relations of this Object with related Objects. The Main Object is the object from which users generate the output.

Data Models can be created as standalone entities or as part of a new Form. More than one Form can be based on each Data Model.

Docomotion enables adding to a Data Model three types of Data Tags:

  • Data tags derived from Salesforce fields that are fixed (cannot be changed).
  • Data tags derived from Salesforce fields that are interactive and can be changed by responders to interactive forms.
  • Interactive Data tags that are used to collect feedback data received from interactive forms without the need to change / update / add Salesforce data. For example, a survey that uses elements such as radio buttons, checkboxes, dropdown lists etc, to collect the end user feedback. This information is stored and analyzed in Docomotion.
Docomotion does not support generation from Salesforce Big Objects.

To define a new Data Model:

1.  In Salesforce>Docomotion click the Data Models

2.  In the Data Model Home page click New.

3.  In the Data Model Creation page, enter a name for the Data Model in the Data Model Name

4.  From the Main Object dropdown list select the Main Object for the Data Model.

Once the Data Model is saved, you cannot change the Main Object of a Data Model.

5.  When you finish entering information click Save and define Data Model. The Define Data Model page is displayed.

The green bar under Available Fields enables you to see your location in the tags tree and go back to any location.

6. Add fields from the Available Fields pane to the Selected Fields pane.

The fields you selected are removed from the Available Fields pane, added to the Selected Fields pane and added to the Data Model in a parent-child tree format.

 
Click To…
I_select Select a Salesforce field as a fixed data tag
I_interactive Select a Salesforce field as an interactive data tag. Interactive data tags are added with the notation “Interactive”
I_open Drill down

Selecting fields from the record’s related list:

You can click Children Relations  and add fields from Objects’ related lists to the main Object. See Data Model  Children Relations.

7. To remove tags: Check the fields you want to remove in the Selected Fields pane ① and click Remove all selected ② to remove the selected fields from the selection.

8.  Click Save.

To define a new Data Model – New UI (Lightning Only):

Notes:
1. If you are editing an existing data model created in the Legacy UI, the new UI is not available. Proceed according to the Legacy UI instructions.
2. If you are editing a data model created in the new UI you should see the Lightning Define Data Model button (if it is not available, make sure to add it to the Data Model object layout).

1.  In Salesforce>Docomotion click the Data Models

2.  In the Data Model Home page click New.

3.  In the Data Model Creation page, enter a name for the Data Model in the Data Model Name

4.  From the Main Object dropdown list select the Main Object for the Data Model.

Once the Data Model is saved, you cannot change the Main Object of a Data Model.

5.  When you finish entering information click Save and define Data Model. The Define Data Model page is displayed.

6.  Add fields from the Available Fields pane to the Selected Fields pane.

The Object Navigation Path (1) displays the path from the Main Object to the current location.

You can add fields from the main object or drill down to Lookups and Related Lists.

You can drill down up to 5 levels.

  1. Select fields from the Available Fields pane (2).
  2. To add a field as an Applicative tag, click the Applicative tab in the Selected Fields pane (3).
  3. To add a field as an Interactive tag, click the Interactive tab in the Selected Fields pane ( 3).
    Note: Fields with the symbol cannot be added as interactive.
  4. Click the right-pointing arrow (4).

The fields you selected are removed from the Available Fields pane, added to the Selected Fields pane in the selected tab, and added to the Data Model in a parent-child tree format (see the View All tab).

Tip: You can add or remove multiple fields by simply selecting all the fields and then clicking the relevant arrow.

Add Fields to a Data Model – Example

We will now add fields to a Data Model with Contacts as the Main Object. We will also add to the Data Model relation tags to the Notes Object.

Step 1:
Add fields from the Contact Fields. Click the icons next to the field name. We will add Birthdate, Contact ID Last Name and First Name as Fixed by clicking the I_select icon, and add Assistant’s Name and Email as Interactive fields by clicking the I_interactive icon.

Step 2:
Add fields from the Account. We will click the icon to expand the group and add the Account ID and Account Phone as Fixed, and Account Rating as Interactive.

Step 3:
Add Relations. Go back to Contacts (click the green bar under Available Fields). Click Children relations to display all Objects with relations to Contacts. Click the icon next to Notes to expand the Group. Click the icon next to Created date and Note ID to add the tags as Fixed.

Step 4:
Your Data Model is defined. Click Save to save the data Model and exit.

New UI: Add Fields to a Data Model – Example

We will now add fields to a Data Model with Contacts as the Main Object. We will also add to the Data Model relation tags to the Notes Object.

Step 1: Add fields from the Contact Fields.

To add Birthdate, Contact ID Last Name and First Name as Fixed:

  1. Select the Applicative tab in the right pane.
  2. In the left pane click the fields to select them.
  3. Click the right-pointing arrow between the panes.

To add Assistant’s Name and Email as Interactive fields:

  1. Select the Interactive tab in the right pane.
  2. In the left pane click the fields to select them.
  3. Click the right-pointing arrow between the panes.

Click the View All tab to see all the fields you added.

Step 2:
Add fields from the Account. We will click the icon to expand the group and add the Account ID and Account Phone as Fixed, and Account Rating as Interactive.

Step 3:
Add Relations. Go back to Contacts (click the green bar under Available Fields). Click Children relations to display all Objects with relations to Contacts. Click the icon next to Notes to expand the Group. Click the icon next to Created date and Note ID to add the tags as Fixed.

Step 4:
Your Data Model is defined. Click Save to save the data Model and exit.

Converting a Form to the New UI

You can convert a Form created in the previous UI in Lightning by replacing the Data Model:

  1. Create a new Data Model, identical to the old Data Model, using the new UI.
  2. Open the Form and select the new Data Model from the list.

Adding a Data Filter to the Data Model in the New UI

You can add to the Data Model filters based on Related Lists included in the Data Model. The records imported from Salesforce, are filtered when generating output, according to the query criteria you define.

This means that the records are filtered before they are imported to Docomotion (alternatively you can add filtering logic to the Form in the Designer during the design stage, which filters the records after they are imported into Docomotion).

To define a Data Model Filter:

1.  Click the icon next to the relevant Related List to display the Set Query Filter Criteria for the selected Related List.

2. In the Conditions area, define a condition or several conditions that will be combined by a defined logic:

a. Select the field or Lookup from the drop-down list
b. Select the operator
c. Select the filter value(s)

3. In the Custom Logic field, customize the logic for the filter conditions that you specified. For example, if you enter 1 AND ( 2 OR 3) this criterion evaluates as true when the first condition is true and either the second or the third condition is true.
4. In the Sort Order area, select the relevant sort order.
5. In the Limit area enter the maximum number of records to retrieve.
Note: This dictates the maximum total records the query retrieves according to the selected order, irrespective of the Fields or Lookup the records were retrieved from. These records are the only records used in the generation of output for any Form based on this Data Model.
6. Click Set Query to display the filtering query in the Result Define Query Conditions pane.

7. Click Save Query Filter.
The  icon next to the Related List turns to which means there is a filter defined for the Related List.