Forms Offline in iOS or Android

Learning Objectives

After completing this tutorial, you’ll be able to:

  • Access Youreka Forms from the Youreka Mobile App
  • Create New Forms in the Mobile App
  • Understand how Youreka Mobile differs from Salesforce1, including Youreka’s Offline capabilities

Prerequisites: Build Your First Form Template, Field Links & Allow New Records


What is Youreka Mobile?

Like Youreka forms in Salesforce Mobile, Youreka Mobile allows users to access, view, edit and create new forms. Youreka Mobile offers a more streamlined interface from which to access forms compared to Salesforce Mobile and it also enables users to capture and create data offline, something Salesforce Mobile does not offer.

In this exercise, we will outline the various tabs in Youreka Mobile and create a new form from our template. Ensure your template is marked Enabled on Mobile.

    1. Download Youreka Mobile onto your mobile device – Need help? Click here for instructions:
    2. Login to your org from the Salesforce login page after download.
    3. Within the application, you will see only four tabs along the bottom of your screen:
      • Forms Tab (default tab): Allows you to open and edit any mobile enabled forms attached to your User ID. You will be able to download and remove other mobile enabled forms from your instance for which you are not the owner but this is explained in the Search Tab functionality. Any newly downloaded forms will appear in this list as well.
        Expand & Collapse:
        Clicking Expand will offer more details about each form including which Form Template the form was created from, the created date, Form Number, or any other field you add to your Mobile Columns Field Set. You can easily edit and customize this view. Follow the simple Edit Mobile Form Cards tutorial here.
      • New Form Tab: The New Form Tab displays the list of mobile available templates that can be used to create new forms on the mobile device. Clicking on a template will open the mobile New Form Wizard where you will be prompted to enter any required fields in the template (i.e. a Contact, Account, or Opportunity) before completing a form.
      • Search Tab: The Search tab displays a search list of all mobile enabled forms that the user has access to in their Salesforce instance, including ones created by other users. This is helpful in cases where users in the same org need to share forms and need access to forms other than their own.You’re able to search forms using the search bar at the top of the tab and can filter forms based on criteria like the Form Number or Form Template Name. Forms that have been downloaded to your device will have a green Downloaded bar on the top of the card. Forms available for download will have a gray striped Download bar. Clicking Download will begin the download process and will turn green once the form is available on the device.
      • Sync Tab: The Sync tab shows counts for the number of Form Templates, My Forms (the forms related to your ID), All Forms, and any unsynced Forms on the device. It also allows you to force your app to Sync Now to Salesforce outside of when it happens automatically. Prep for Offline allows you to download Salesforce data for use in your forms, prior to losing your data connection.

        If a user is creating or editing forms offline, the data collected will be synced automatically once connectivity is re-established. If for any reason the sync does not automatically happen you can it force it by clicking the blue Sync Now button. This button will not be clickable while offline.
  1. Click back to the New Form tab and create a new form from your template listed here.
  2. Select an existing account record to test and then we will create a new contact record. From the New Form Wizard, click the New Record slider and click Save.
  3. Fill out your new form, entering in all fields as you go. The arrows on the bottom of each page can be used to navigate through a form with multiple pages. You can also jump to various pages in your form from the dropdown menu on the bottom of the screen.
  4. From the hamburger icon in the top left of your screen, you can Save, Quick Save, take Photos or Cancel out of your form.
    • Save: Saves the data you’ve collected and takes you back to your ‘My Forms’ tab within the app.
    • Quick Save: Saves the data you’ve collected but keeps you inside of the form you are editing.
    • Photos: Opens a screen which prompts you to take and attach a photo to your form.
    • Navigation: Allows you to jump to different sections of your form.
    • View Insights: Saves your form and generates any discoveries or Einstein findings, if built into the form.
    • Generate PDF: Creates a PDF of your form and adds it as an attachment to a new email on your device.
    • Cancel: Cancels out of your form and navigates back to the ‘My Forms’ tab. If any data in your form was saved at any point (through Quick Save or auto-save as you move from page to page), it will not be lost by clicking Cancel. Empty and unsaved forms will not be synced.
  5. Once you are finished entering data into your form, click Save to navigate back to the Forms tab. You will see that your new form was created in this list.
  6. From your browser, navigate to your Contacts list in Salesforce to ensure that your newly created contact and contact details have been created.

You’re now Mobile and Offline Ready!

Need to host forms on your website? Check out our Public Sites Tutorial.

 

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