Forms

Learn how to use Forms in DBSync Cloud Workflow

Introduction

DBSync Forms enhance workflow automation by streamlining data capture and connecting it to backend operations seamlessly. These Forms can be customized with various fields (e.g., text boxes, dropdowns, checkboxes) to suit the specific data collection needs of your organization. These Forms can be used to build workflows, integrate with other systems (like Salesforce, QuickBooks, or databases), and automate processes such as creating records, updating fields, or generating reports.

Customizing Forms

To access Forms, follow the steps given below;

1. Follow the instructions provided for Task to access the Forms.

1. Click Configure provided against the respective task. You will be redirected to the Flow screen.

2. Once the Flow screen is open, navigate to the Forms tab.

1. In the Forms screen, click More (...) in the Actions column and click Edit.

NOTE

You can also click on + Form provided in the top right to create a form if there are no forms created.

1. The Setup Designer window opens for you to customize the Forms.

The Setup Designer consists of two perspective views namely, the Developer View and the Customer View.

In DBSync Cloud Workflow, when creating forms, there are two distinct views that cater to different user roles and perspectives: Developer View and Customer View. Here's a description of each:

Developer View

This view is designed for the technical users, like developers or administrators, who are responsible for building, configuring, and maintaining forms within the workflow. This window presents the DBSync user with a canvas to create questionaries or forms with the help of a tool panel that can be used to obtain relevant information regarding the specifics of the integration. This information serves as a tool to customize a template for the end user to use to integrate any two applications.

Features

• Access to advanced settings for configuring the form's behavior, logic, and data flow.

• Ability to define field types, validation rules, and business logic for integration of CRM applications or databases (if required).

• Developer can use the tool panel that has Text, Variable and Table to build the forms.

• Option to set permissions, visibility and conditions for the form based on business rules.

• Key Users: Developers, IT administrators, and advanced users familiar with the technical side of DBSync workflows.

Customer View

This view is designed to showcase how the end-users or customers will view the form to interact with the forms in a simplified and user-friendly interface. This window serves as a preview for the DBSync user to display how the end users will face the questionaries compiled in the Developer View. End user can access the forms by clicking on Setup provided against each task. Each task will have its own forms attached to it.

Features

• Focuses on ease of use, with minimal technical details.

• Clean and intuitive interface that only displays relevant fields and options based on user roles and form logic.

• Simple validation messages and user prompts for smoother form submission.

• Hidden technical aspects such as data flow or complex logic, providing an easy-to-use experience.

• Customizable to meet the specific needs of the customer or end-user without exposing unnecessary details.

• Key Users: Customers, employees, or any non-technical users interacting with the form.

In essence, the Developer View provides full control over the form's design and functionality, while the Customer View ensures a streamlined and intuitive experience for end-users.