Forms

The 'Forms' item, added when installing the Vision-e Scan package from the AppExchange, allows Salesforce Administrators to create, edit, or delete forms. Any changes will be visible to logged-in app users when using the 'Forms' Salesforce enhancement in-app.

The 'Forms' menu in Salesforce can be accessed by:

1. Clicking on the App Launcher.
2. Entering 'Forms' into the 'Search apps and items...' field.
3. Selecting the 'Forms' item from the provided list.

While in the 'Forms' menu, administrators can either create new forms or edit/delete existing ones. Admins can add or remove a form from the Scan app by either deleting or deactivating the form.

When a form is active, it will be available for all logged-in Scan app users. So any changes made to it in Salesforce will be pushed to users once saved.

A deactivated or inactive form will be removed from the Scan app and any changes made to it in Salesforce will not be pushed to users.

Generating a new form in Salesforce is a straightforward process. Below, we'll guide you through the steps to create and activate a new form.

'Forms' Page

Choosing a form from the 'Forms' menu will navigate to the individual page of that form. In the 'Details' tab, you have the option to view and edit the form's details, as well as activate or deactivate the form.

Under the 'Related' tab admins can create new questions for the form, and view the question responses.

Every saved response will create a distinct 'Responses' record, displaying the Responses Name (a unique identifier for the response), Question, Response from Question, Forms (indicating the form the question is from), Contact, Account, and Sort Order.

In-App

In the Mobile Scan app, you can access forms either on the 'Continue to OCR' screen or the final screen after on-device OCR results by tapping on the 'Forms' icon, which is positioned alongside other Salesforce enhancements.

After selecting the 'Forms' icon, users will be directed to the 'Forms' screen. Here, they can pick a form and gather the form response. Once the response is collected, tap the 'Save' icon at the top right of the screen to store it.

After recording the response for the selected form, it will be appended to the contact or lead record upon saving.