FormAssembly.com Support Forum - All Discussions

Creating a link

surveys@educationpioneers.org — Wed, 16 May 2012 12:47:22 -0500

I need help understanding if the following is possible:

Can I create a link that pulls from two Salesforce objects that are related through a look-up field to populate the information into a FormAssmebly form?

Thanks!

Restrict non-REST access to form

pwoolcoc — Tue, 15 May 2012 09:21:43 -0500

On-Site v. 2.2.2

I am putting this request in the forum rather than opening a ticket because it seems like it is a feature-request and support request combined.

We have been receiving quite a few requests from our users to password-protect forms that they create in FA. We usually create password-protected pages, and use the REST API to pull the form in. However, we usually have to resort to hack-y solutions to either make sure that the form cannot be submitted from the non-REST URI for the form (usually by including hidden required fields that are filled by code on the password-protected site), or by restricting access to the non-REST URI in the web server config (which I don't think will be very pleasant to maintain once we get a lot of forms restricted in this way). Ideally, I would like a way to restrict a form to be REST-only built in to the FA interface. I have not been able to find a way to do this. Is there a way to do this that I am just not seeing?

Thanks in advance.

Single Checkbox Value to Salesforce

rdunn1605 — Wed, 09 May 2012 08:40:04 -0500

We have several forms with a single checkbox option to opt-in to a newsletter. Whe are sending the value to a Salesforce checkbox field so we need to create a formula that sends a 1 if the box is checked and a 0 if its unchecked according to some of the threads I've read in the forum.

Is it as simple as this? @IF(%%tfa_7%%="TRUE","1","0")

Facebook

playitstrange — Sun, 13 Feb 2011 15:25:20 -0600

Does anyone know how to integrate a form into a Facebook app so it appears in a Facebook page? Here is an example: http://www.facebook.com/LocalistNZ?v=app_4949752878

This would be a great function for FormAssembly.

URL for Using Matrix Likert scales

ed.lefkow@starcollaborative.com — Sat, 05 May 2012 15:22:47 -0500

I'm trying to understand how to set up a form using a Matrik Likert Scale and have some questions.

I'm using as an app in Salesforce.com

I creating a survey of sorts. The first time they take the survey everything is "na". Overtime I resend the survey to them and populate from SFDC their last responses and let them submit updates.

2) Is there a better way to build the URL?
tfa_55=tfa_56
When I say tfa_55 = 1 it adds a new column rather than having "1" selected.
Do you have a best practice for managing how to do this?

2) The field labels are not populating.
When I click on this - "Show how to prefill form data dynamically" The questions all show up as "1" rather than the labels.

Send FA info to Drupal CMS?

pulitzercenter — Wed, 02 May 2012 15:08:01 -0500

Hi, I work at a journalism organization and we are trying to improve how our journalists post content to our Drupal website. I had the thought of mapping FA fields to the relevant fields in our content creation pages in Drupal, which would let us exploit the conditional fields in FA to make sure we get just the right amount of information. There are several different content types, each requiring slightly different elements. Is this going to turn into a mess? Thanks!

Formatted Date/Time Field in Salesforce

troy@mosaicrm.com — Wed, 02 May 2012 01:05:39 -0500

Hello,

I read and followed the instructions in this post http://www3.formassembly.com/forum/discussion/449/todays-date-as-calculated-field/#Item_0 but it did not work.

I need to pass the current date and time to a Salesforce Date/Time field. Using @NOW() resulted in an error where SF spit back the output, saying "45633.22222 is not a valid input" Then I tried the above JavaScript but then I got the same error, only "sf_date() is not a valid input."

To clarify, I am supposed to put the JavaScript code in the header under Advanced in FA, and then enter "sf_date()" in the "formula" field for my time/date field, correct?

Thanks for any insight you can provide.

Signature capture

jon.gelman@comm-advisors.com — Thu, 26 Apr 2012 19:18:28 -0500

Is there a way to set up my form to take an inputed signature? I use my forms on iPads in a retail environment for taking customer orders and it would be great to be able to have the customer sign on the iPad and have that signature appended to the form response.

Various Functionality Questions

surveys@educationpioneers.org — Tue, 24 Apr 2012 15:44:39 -0500

Looking for solutions to address the following functionality questions:

How do you add a timestamp automatically added to completed forms?

Can you integrate multiple questions in a form into a single Salesforce field and concatenate together?

Can we send respondents a copy of their responses once they submit the survey? If so, how?

Can we set the survey up to allow respondents to complete some of it, log out, and then return/log back in to finish completing (and answers from first log in have been saved)? If so, how?

disable submit button once required fields filled in and form submitted

yuwebupdates — Tue, 17 Apr 2012 07:01:31 -0500

Hi, I'm trying to disable the submit button after the required fields are validated and filled in and the form is submitted. Any recommendations on how to do this with javascript?

IF Forumula not working (linked to SF Connector)

jbrookman@commonwealthlegal.com — Mon, 16 Apr 2012 15:14:28 -0500

Hi there,

I'm trying to create a hidden field on my form that will populate with the appropriate SF ID based on the selection my users make.

The field the users are selecting is called, "Location" and they are to choose one of Toronto, Calgary or Vancouver from a drop-down menu. This field has been set as the variable LOCATION where Toronto=Toronto, Calgary=Calgary and Vancouver=Vancouver.

The formumla I've come up with is as follows:
IF(LOCATION="Toronto","a084000000GSWZT",IF(LOCATION="Calgary","a084000000GSWav0",IF(LOCATION="Vancouver","a084000000GSWb5",0)))

Unfortunately, I keep getting an error message that the formula isn't working. Where am I going wrong?

Thanks,
Jennifer

Form Responses and Aggregate Views

newsletter@merrygoround.ca — Mon, 16 Apr 2012 13:25:40 -0500

Is there a way of deleting responses from the reports generated?
Even though they no longer appear in the response summaries (the "rows" area) some of my "trial surveys" seem to be appearing in the aggregate views. There are apparently unread responses, even though I can't see any of them.

Multiple Object on the form - getting HTTP 500 Internal Server Error

bmize@manh.com — Fri, 13 Apr 2012 09:05:34 -0500

Webform using the Salesforce connector.

I am trying to use the Milestones PM app and creating a web form to have the resources on my project enter time.
The heirarchy is : Project -> Resources -> Milestones -> Task -> Time.

My page layout is :
Project Name (Drop down - I have already created 10 default projects in SFDC)
Milestones (Drop down List)
Resource (email addresss)
Task Name (Free form field)
Time (numeric)
Date (Date field)

When I enter all the data and click on submit - it is giving me a "HTTP 500" error.

Any help or suggestion will be greatly appreciated.

Retain leading zeros that Excel strips out when exported to CSV

trumpet — Wed, 11 Apr 2012 19:07:00 -0500

If you have a numerical field in your form, such as phone number, when you export the form data to CSV, Excel by default strips the leading zero.

For example, I use the U.S. Phone element in all of our forms. If a user enters their number as: 555-123-0678, when I export the form data, the CSV file gives me 678 as the last part of the phone number, rather than 0678.

This leads to no end of problems if we don't catch this with a manual review (which, of course is the whole point of form automation - to not have to manually process!).

Is it possible to fix this somehow, or is this a limitation of MS Office? (I tried checking my Excel settings to see if this is configurable, but no luck).

"math rule" in calculated field for quantity discount?

Mike.Kirby@jax.org — Wed, 04 Apr 2012 09:32:06 -0500

Hi Form Assembly folks!
(This refers to the on-site version of Form Assembly, not the new form builder rolled out recently)

We have a form where a customer can select a quantity of an item-- the item is $185 each, but if the quantity is 5 or more we want the price to lower to $165.

Is there an easy formula I can put in a calculated field to accomplish this, or do I need to add some custom javascript to the form?

Thanks,

MIke Kirby

form on an iphone

flatironschurch — Tue, 03 Apr 2012 16:55:24 -0500

I am creating a form primarily for iphone users but when it loads, the entire form loads in the left half of the screen. Do you have any css tricks I can use to make it fill the width of the screen at load time?

the form # is 240599

Thanks.

-Darrin

Different Input and Value

goetz.kogler@eao.com — Tue, 03 Apr 2012 03:17:20 -0500

Is it possible to set different values to choices in question?

We have a form in many languages and have all conected to SalesForce.

For example the "Salutation" in the form should be translated for each language but the value I have to give SF must be english everytime. Is there a simple way to mange this or have I to create it by a formula?

Hint Functionality & Survey Output

divygoel — Tue, 03 Apr 2012 13:29:50 -0500

Hi, I am using your survey tool as a Product/Solution configurator for my clients and I wanted to see if it's possible for the person taking the survey to see the selections they have made after they complete the survey on a separate page (instead of a thank you note, etc.) Can I get your tool to send them an email as well with their selections?

Also, can we apply the hint feature to specific selections within a question? I see that you can add a 'Hint' to the question itself but could not figure out how to do so for the individual choices.

Any help would be greatly appreciated!

Thanks!
Divy.

p.s. I am currently using the free trial version but will upgrade to pro if these features are available.

Salesforce Connector - change order of objects -

tim@innogames.de — Tue, 03 Apr 2012 12:46:47 -0500

Salesforce Connector - change order of objects -

This is what I DID:
I set up a Connection to SalesForce with an object where I had to map tons of fields. I am using different objects in the Connector instructions section, some of them are look-ups in order to fill in the required fields in SalesForce

This is what I EXPECTED to happen:
All goes through

This is what DID happen:
An error comes up which says that the object record was not created. I think this is a result of using the wrong order. 1. It creates a new object
But I now know that a look-up is required to get this object created. But the first step in the Connection instructions is still Creating this new object.
How can I change the order of the objects in the Connection instructions?

popup box form help

rdunn1605 — Thu, 29 Mar 2012 09:21:12 -0500

We have a small modal pop up box with a newsletter signup form. When the form is submitted we want the thank you message to display inside the box instead of navigating to another page. Is this possible?

Notifications not sending as HTML emails

fvam — Thu, 29 Mar 2012 14:39:16 -0500

I have created 2 forms with notifications when someone completes them. The first form, the notification was in html format, I.e. each line on the form was shown on a different line in the email, I used the same code for the notfication for hte second form and when the notification is sent it comes as text format and all of the data in the form is on continuous line. how can I fix this? I have the setting set as enabled (HTML email) but it doesn't send as html. :-(

How To Configure Input Mask for Currency?

bvhpradio — Mon, 26 Mar 2012 14:53:58 -0500

hi

my textbox input mask is set to:
$#

the character limit is blank.

Problem: on the form, the textbox is limited to only 2 digits, and there's no "$" displayed.

what to do?

thanks

Feature Request - iPhone style scroll wheel for date picker

jlilly@newenglandtechair.com — Tue, 27 Mar 2012 09:28:16 -0500

In the form systems current state the date picker is a tedious task. I noticed other form sites have implemented the scroll wheel style date picker when visiting the form on iPhone. I think that would be excellent way to quickly gather data from mobile users. I have had many of my users complain specifically about the date selection.

iPhone Form Builder Not the same

jlilly@newenglandtechair.com — Mon, 26 Mar 2012 23:04:04 -0500

When I design my form in form builder and look at the iphone view it shows it exactly as I want it. It is non zoomable and fits the screen perfectly. But after I publish and go to the actual form it no longer looks this way. It is a zoomable website and is hard to navigate on the phone.
Any suggestions?

Thanks

null value in salesforce lookup

jared@ilp.org — Sat, 24 Mar 2012 19:41:54 -0500

I saw this entry here on how to make a condition with the form field null: https://na11.salesforce.com/servlet/servlet.Integration?lid=01rG0000000VDZI&ic=1

I want to do something slightly different. I want the connector on an update form to count a record lookup as a match if a field IN THE SALESFORCE RECORD is null (not a field in my form). I selected the field, then selected "equals" and then left the field blank, but it won't save the condition. I'm afraid if I put "" then it will return an error or no match because that is a text string, and the field I am looking for to be null is a date/time field. Is it possible to configure so a match is counted only if the record's date/time field is null?

Autoincrementing field?

pwoolcoc — Wed, 21 Mar 2012 14:46:17 -0500

Would it be possible to add a way to let a user include an auto-incrementing "id" field to a form? For example, an order form could have a hidden field "order id" that would autoincrement. I know we could make a script that generates an autoincrementing id, and passes it to the form, but I was hoping for a way that a user that doesn't have programming knowledge could do this.

@LOCALTODAY - Submission Date

ssmith@preventure.com — Tue, 20 Mar 2012 08:09:10 -0500

The documentation indicates that a formula can be used in the connector (Salesforce). Yet when I use the @LOCALTODAY function in the formula field, I get a connector error.

How do I capture the submission date in my Salesforce object?

Customizing Email Notifications

rdunn1605 — Fri, 23 Mar 2012 09:31:18 -0500

We are customizing our email notifications with a border around each question/response instead of using the normal %%RESPONSE%%. Is there a way to eliminate showing conditional questions that didn't get an answer?

Validating or Confirming an email address

freespiritsightlessfencing — Sun, 03 Jan 2010 10:49:18 -0600

I looked thru all the other threads and cant figure out how to confirm email addresses. Im using "Sample Contact Form" as provided in the templates:

http://app.formassembly.com/form-builder3/?data[Form][id]=72&template=1

I added confirm id field to the form and went to the edit tab> then to the advance tab> and entered this:

I cant seem to get it to work. PLEASE HELP!!!

E-mail notification configuration

afrank — Wed, 19 Dec 2007 07:16:39 -0600

Hi,
Is there anyway to fill the Sender's E-mail and the Sender's name with fields from my form?
I have a form that requires the applicant's name and e-mail address. Is there a way for me to have those answers show up as the sender's name and sender's e-mail?
I was thinking I could use an Alias but as there aren't any listed for those and my knowlege of html is at the basic level.
thanks for any input.