User Manual

Prerequisites

• Users must be assigned the FME Admin Permission Set
  
  

• Connect your Salesforce org to begin creating forms
  
  

• Ensure proper configuration and permissions before setup

Forms Made Easy: Step-by-Step Guide

After installing the Forms Made Easy app, you will be redirected to the app’s ‘Setup’ page

Step 1: Click on “Connect” button to connect the app.

Step 2: On this page, you will see two options.

• Quick Actions
   

• Start with a Template

a. Quick Actions:

In the Quick Actions section, you will see 2 options.

• Create Form

• My Forms

Create New Form: Create your own form in which you can select the desired objects you need, and also select child objects.

My Forms: Click on ‘My Forms’ to go directly to the My Forms page. On this page, you’ll see all the forms that have been created and check their status.

b. Start with a Template:

In the ‘Start with a Template’ section, you will see 3 options:

• Contact Form

• Lead Form

• Account Form

Choose from prebuilt templates - Contact, Lead, or Account, designed for quick setup. These templates come with predefined fields and do not allow selection of additional child objects to streamline the process for standard use cases.

Step 3: Now, click on the ‘My Forms’ tab.

Step 4: Then click on ‘Create New Form’ Button.

Step 5: Now, you will see 3 options.

• Form Name

• Select Form Type

• Back 

a. Form Name: Fill in the name of the form that you want.

b. Select Form Type: In this section, there are 2 options:

•   Salesforce Objects

•   General Fields 

Salesforce object: Here, you can select the Salesforce primary object and child object.

General Fields: In General fields, create forms without any Salesforce object.

c. Back: Click the ‘Back’ button to return to the My Forms page.

Step 6: Then, click on the ‘Create Form’ Button.

Step 7: The ‘Form Builder’ page will be opened.

On this page, you will see 3 options:

• Form Builder 
  
  

• Form Style
  
  

• Form Rule

a. Form Builder

There are multiple options for Form Builder:

• Object Fields 

• General Fields

• Add page

• Add Brand logo

• Reorder Section 

• Add section

• Publish Form

• Preview Form

• Unpublish Form

• Edit Form Name

Object Fields: This option helps to drag & drop the object fields. Another option is to make a field required or optional.

General Fields: It allows you to drag & drop the General Fields, such as Text, Text area, Email, Number, Signature, etc.

Note: You can edit the label of the fields and make a field required or optional.

Add Page: It allows adding multiple pages to the form.

Add Brand Logo: You can upload any brand logo by the ‘Add Brand Logo Here’ option and change the position of the logo (like left, right, center).

Note: Forms Made Easy supports PNG, JPEG, JPG, and GIF images.

Reorder Section: With this option, you can reorder the sections of the same form.

Add section: You can also add multiple sections or fields.

Publish Form: You can publish the form after that form is publicly available. First, tick the checkbox and then add the email address to get every submission of the form.

Note: You can also customize the ‘Thank You & Error Page’ message.

Unpublish Form: Unpublish the form to stop accepting responses.

Preview Form: Preview the form before publishing so that you can see how the form will be displayed to other users.

Edit Form Name: Also, you can edit and rename the form name.

b. Form Style: 

• Form Style

• Background Images

• Layouts

• Colour Picker

c. Form Rule: You can apply the rule for using And/Or functionality and apply multiple conditions.

After that, you can publish the form and see ‘Publish Options.’

Publish Options: On this page, you will see 3 options

• Quick Share

• Embed 

• Email

a. Quick Share: In Quick Section, you will get one option.

• Share with link: Users can share the public URL of the form. Copy the URL or directly open the form.

b. Embed: You will have 3 options.

• Embed JS 

• Iframe

• Source code

Embed JS: You can copy the embed JS script and directly use it in your website.

Iframe: Copy the URL and directly open the forms

Source Code: Here, you can copy the code directly and access the source code of your form.

c. Email: The email will work only if the object that has been selected has an email field that you can drag and drop into the form.

In the email feature, you will have 2 options:

• You can share the form via email to specific or single records.

• In the second option, you can send bulk email using the list view.

With this Email feature, you have a prefill option.

Prefill option: In the prefill option, when the user opens the form then some details of the user will be already filled (Prefilled).

After that, you can choose the options and click on the next button. Now, you can fill the required field and click on the send button.

Step 8: In ‘My Form Tab’ users can see the status of the forms with 
 

• Preview

• Edit

• Unpublish

• Submission

• Delete

• Search Box

Step 9: Form Pages - In this object, you can see the form details.

Step 10: Form Submission - It stores the submission record of the form.

Conclusion

You're All Set to Build Smarter Forms!

With Forms Made Easy, creating Salesforce-connected forms is effortless, whether you're starting from a template or building from scratch. Ready to streamline your data collection?

Need help?
Refer to this user manual anytime or contact support if you need assistance.

Now go ahead, build forms that do more, in minutes!