Forms FAQ

You cannot use a previous version of a Form after the Form was Published.
You can discard changes of an Active Form and start editing from the latest published version.
To learn more about Form version refer to:

• Form Life Cycle 
• Updating a Form / Form version

The separator receives the formatting of the previous text. If the text was in bold the separator will also appear in bold.

When using a default color, in some cases the rendering engine will display white color instead of the default blue or black colors (defined in the Word template).
To overcome this behavior, select a specific color instead of using defaults.

This only happens with pictures and with footnotes. The system enables you to change pictures and footnotes that were added as linked segments (and should not be editable). So if you want to add pictures or footnotes as linked segments make sure you do not change them.

The full Designer window is not properly displayed at zooms of above 100%. Make sure you are not working in higher zooms.

Check that the Designer is installed. If not, install the Designer. See Installing the Designer.

To see the Properties window properly you need to set up the Windows display to 100%.
Click Control Panel > Appearance and Personalization > Display, select Smaller – 100% (default) and click Apply.

You need to close the Designer process in order to use the Export / Import tool.
Open the Windows Task Manger. locate the Designer Client process and click End the Process.

You need a user license in order to use Docomotion (see Managing Licenses). If you do not have the proper authorization form managing Salesforce licenses, check with your system administrator.

You can restrict the access to all or some Form records and provide access permissions to specific organizational users. You need to define the security settings for Form as private and then create rules that enable specific user roles ( existing or new roles) to access specified Forms. See Restrict Access to Forms / Sharing Settings.

As the Form and Data Model pages are custom Visual Force pages, they have a limit of 1000 records. If while opening a new Form/Data Model page, the query for all relevant objects in your organization returns more than the allowed amount of objects, you will receive the following error message (example):

“Collection size 1 025 exceeds maximum size of 1 000″

You need to use the following workaround.

In the Developer’s console add and run the following code  to generate new Form and Data Model.

Note: Change the Account name to the API name of the relevant object.

New Data Model:

doco__Dataschema__c b = new doco__Dataschema__c();
b.Name = 'DM test';
b.doco__Main_Object__c = 'Account';
insert b;

New Form:

doco__Form__c a=new doco__Form__c();
a.doco__Main_Object__c='Account';
a.doco__Name__c = 'test';
a.doco__Dataschema__c = b.Id;
insert a;

 

For optimal screen display of the Designer you should make sure your screen Display Settings are set as recommended.

1. Right-click the desktop and, from the menu, select Display Settings.
2. Scale and Layout is set to 100%.
   (If not, click Custom Scaling and set it back to 100% (this requires signing out and then back in).
3. Make sure your screen resolution is set to the resolution marked Recommended by Windows 10).

This can happen when opening the Designer for the first time on a new browser, machine and even sometimes after a browser version upgrade.

You need to allow popups.

1. Click the Popups blocked  icon to display the Popups blocked window

2. Select Always allow pop-ups and redirects from...

3. Click Done.

You can design a form that only displays contact information for the contact designated as Primary.

1. Create a data model where Opportunity is the main object.
2. Click Children Relations>OpportunityContactRoles and add the Primary field.
3. You can also add other Opportunity fields if needed, as well as Quote fields (so when the quote is created the form will show all the Bill To Name ,etc…)
   
4. Create a Form based on this data model
   If you want to have the data of the contact roles dynamic data positioned side by side with other discrete fields you need to create a main table and in one cell, add a nested table and add the contact fields inside the nested table.
   Note: The nested table should be applied within a Group Table, See Grouped Tables.
   Create a script to show only the contact data for the specific contact role you can use the Show/Hide Row script. See Adding Table Scripts,
   

In the Designer, edit the interactive element to which you want to add the tooltip.
See Editing Interactive Elements.

Add the following javascript to the Mouse Enter event.

this.setAttribute('title','test tooltip')

You can rename an existing Form. However note the following:

• It is recommended to backup the Form using the Export feature before you change the name.
• Make sure not to change anything apart from the name.
• Note that Form names in Salesforce are not unique so you might change the name to an exisitng name.

To change the name of a Form you need to display the Form Edit page:

To change the name of a File:

1. In Salesforce click the Forms tab and access the Form for which you want to change the name.

2. Edit the page URL as follows:

remove: apex/VF08_ViewForm?id=

replace: &sfdc.

by: /e?no

This displays the Form Edit page.

3. Make sure to change only the Name.

4. When you finish click Save.

You can rename an existing Form in Salesforce Lightning. However note the following:

• It is recommended to backup the Form using the Export feature before you change the name.
• Make sure not to change anything apart from the name.
• Note that Form names in Salesforce are not unique so you might change the name to an exisitng name.

To change the name of a Form you need to display the Edit Form page:

To change the name of a File:

1. In Salesforce Lightning, click the Forms tab and access the Form for which you want to change the name.

2. Edit the page URL as follows:

remove: lightning/r/doco__Form__c/

replace: view

by: e?nooverride=1

This displays the Edit Form page.

3. Make sure to change only the Name.

4. When you finish click Save.