Introduction

In this scenario you will experience designing and generating a Form based on the Account object in Salesforce.

Scenario steps:
Step 1: Creating a new Form in Salesforce
Step 2: Designing the Form
Step 3: Activating the Form
Step 4: Generating output
Step 5: Adding interactive capabilities to the Form
Step 6: Generating interactive output

Before you start, install and configure the Docomotion package as described in Docomotion Experience –  Before you Start.

Step 1: Creating the Form (in Salesforce)

Creating a New Form

  1. In Salesforce Docomotion > Form tab click New.
  2. Enter a name for the new Form.
  3. From the Main Object dropdown list select Account.
  4. Provide a name for the Data Model.
  5. Click Save and Define data Model.

For details of how to create a Form see Creating a Form.

New Form (click to enlarge the figure).

Creating the Data Model

Create the following Data Model for the Form you created:

  1. From Account add the following fields:
    • Account Name
    • Account Phone
    • Billing City
    • Billing Country
    • Billing State/Province
    • Billing Street
    • Billing Zip/ostal Code
  2. Drill down to Owner and add the following fields:
    • Full Name
    • Title
  3. Move back to Account, click on Children Relations, select Contacts, drill down and add the following fields:
    • Email
    • Full name
    • Mobile Phone
    • Title
  4. Click on Children Relations, select Cases, drill down and add the following fields:
    •  Description
    • Status
  5. Click Save.

For details of how to create a Data Model see Defining a Data Model.

Create the following Data Model (click to enlarge the figure).

Step 2:  Designing the Form (in Designer)

  1. Click here to download the Quick start Form template and save it on your PC.
  2. Select the Form in Salesforce and click Open Designer.
  3. Open the Form template you saved and copy it to the Designer workspace.
  4. Cut the table with the logo at the top of the document and paste it into the header

5. Insert the required data tags to the Form:

To insert a tag info the relevant location in the Form, locate the cursor in the Form where you want to add the tag (1) and then double-click the tag in the Data Model pane (2).
The tag is inserted in the Form and added to the Data Tags pane (3).

6. When you finish designing the Form, click  the Upload to Cloud icon .

For details of how to design the Form see Designing the Form.

Click to enlarge the figure.

Step 3: Activating the Form (in Salesforce)

In order to generate output from the Form you designed you need to activate the Form.

For details of how to activate a Form see Activating a Form.

Step 4: Generating the Output (in Salesforce)

  1. Select the Account record.
  2. Click Generate Document.
  3. In the Document Generation page:
    1. Select output format: PDF
    2. Select the Output Channel: Download.
    3. Click Generate. The PDF is downloaded to your PC.
      Or
  4. In the Document Generation page:
    1. Select output format: Mail Body
    2. Select the Output Channel: Mail
    3. Select mail recipient(s).
    4. Click Generate. The output is sent to the selected recipient(s).

For details of how to generate output see Generating Output.

Step 5: Adding Interactive Capabilities to the Form

Creating an Interactive Collection in Salesforce

We will now add interactive capabilities to the Form. We will add the customer feedback option, check the customer’s satisfaction level of the service, enable the customer to add comments or upload attachments, as well as sign the Form.

  1. In Salesforce>Docomotion click the Interactive Collection tab.
  2. In the Collection Center Home page click New.
  3. Enter a name for the new Collection.
  4. Click Save.
  5. Create the Interactive Collection. Add the following elements:
    • Radio button selection with the following options: Highly satisfied / Satisfied / OK / Not satisfied / Highly unsatisfied.
    • Text box for free text
    • Upload for adding attachments
    • Signature for adding a signature area.

For details regarding Customer Feedback see Customer Feedback – Interactive Collections.

Create the following Interactive Collection (click to enlarge the figure).

Adding the Interactive Collection to the Form in Salesforce

  1. Open the Form in Salesforce and scroll down to the Interactive Related Forms section.
  2. Click New Interactive Related Form and select the Interacive Collection you created.
  3. Click Save.

Click to enlarge the figure.

Adding the Interactive Elements to the Form in the Designer

When you open the Form in the Designer you will now see the Interactive Collection elements in the Data Model pane under the Interactive tab.

  1. From the Interactive tab in the Data Model pane select the interactive elements and insert into the Form (1).
  2. Add also:
    1. Signature tag (2)
    2. Upload file tag (3)
    3. Submit tag (4)
  3. When you finish designing the Form click  the Upload to Cloud icon .

Click to enlarge the figure.

Generating Output from the Interactive Form

In order to generate output you need to reactivate the Form. For details of how to activate a Form see Activating a Form.

In order to generate output from your interactive Form you need at least one Contact defined relating to the Account Object.

When generating output from Forms with Interactive Collection tags, the Select Lookup and Recipient area is also displayed in the Generate Documents page.
By default the Contact list includes all Lookups to Contact on the Object and its children.
If the Contact person is referenced as a Lookup through another Lookup, you need to select the correct Lookup from the drop-down list.
If there is only one Contact related to the Object, this Contact is automatically chosen.
For details on generation output see Generating Output.