This section will guide you through the steps of adding Interactive capabilities to your output.

For the basic steps of creating a Form and generating output see Quick Start.

Docomotion includes two types of Interactive capabilities:

Adding Interactive Capabilities to a Form – Updating Salesforce Data

STEP 1: ADDING INTERACTIVE FIELDS TO A DATA MODEL

When you create a Data Model to use for Forms, you can add some Salesforce fields as either Fixed or Interactive. Any field you add to the Data Model as Interactive, can be added as Interactive tags to Forms. this means that the receiver has an option to change the value and submit the updated value, which would in turn update this value in Salesforce.

You need to select fields from the Available Fields pane. The fields you select appear in the Selected Fields pane

When you create a Data Model to use for Forms, you can add some Salesforce fields as either Fixed or Interactive. Any field you add to the Data Model as Interactive, can be added as Interactive tags to Forms. this means that the receiver has an option to change the value and submit the updated value, which would in turn update this value in Salesforce.

You need to select fields from the Available Fields pane. The fields you select appear in the Selected Fields pane

To add fields from the Available Fields pane to the Selected Fields pane:
Click the following icons to…

 Select a Salesforce field as a fixed data tag
      Select a Salesforce field as an interactive data tag
      Drill down and select a field

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.

– Interactive data tags are added with the notation “Interactive”.
– You can click Select All Fields in the Available Fields pane to select all the displayed fields.
– You can check selected fields in the Selected Fields pane and click Remove all Selected to remove fields from the selection.

STEP 2: ADDING INTERACTIVE SALESFORCE FIELDS IN  DESIGNER

When you open the Designer, the Data Model panel Interactive tab displays the Interactive data tags available in the Form.

To add an Interactive Salesforce tag to a Form:

  1.  In Salesforce open the Docomotion App.
  2.  In the Formstab select the Form to which you want to add Interactive content and click Open Designer; the Designer Opening window appears.

After a slight pause, the Designer appears.
3.  In the Data Model panel click the Interactive tab and expand the update Object branch.
4.  In the Form, click the location for placing the tag.
5.  In the Data Model Tags panel, perform one of the following options:

  • Double-click the required data tag.
  • Right-click the required data tag and in the menu, click Insert Tag.

The data tag appears in the selected Form location and in the Data Tag Form panel.

  1. Insert the Submit button to the Form. This enables updating / collecting the relevant information in Salesforce with the submitted information.

  1. Design the Form according to your requirements.
  2. Click to preview the Form.
You cannot add test values to interactive tags.

The test PDF is displayed.

Adding Interactive Capabilities to a Form – Receiving Customer Feedback

STEP 1: 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.

 

STEP 2: 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.

STEP 3: 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 .

 

 

STEP 4: 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.

Interactive capabilities are available for PDF and HTML output only.

…. before you start just make sure you have:

☑ Authorized Docomotion to update Salesforce data. See Authorize.

 

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