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Form Framework
Create a Form

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Create a Form

Use your objects and Omnistudio components or flows to create multi-section or multi-phase applications and forms. If the object that you use for your form sections works with action plan templates, use action plan templates to bundle Form Sections and provide a consistent presentation to applicants. All form components, including Overview, Section, and Review, are fully responsive and mobile-friendly for a powerful user experience on any device.

Required Editions

Available in: Lightning Experience
Available in: Agentforce for Nonprofit, Agentforce for Education, and Agentforce for Public Sector. View edition availability.
User Permissions Needed
To create forms: Form Framework Manager permission set
To create forms for your objects: Read, Create, and Edit on the objects included in the form
To create and activate versions of Omnistudio components: Omnistudio Admin permission set
To manage flows: Manage Flow user permission
To create Action Plans: Read, Create, and Edit on action plans
  1. Create editable and viewable form sections by using Omniscripts, Flexcards, or flows.
    Use the Related Files component in a screen element to show a related list of files in the flow. Use this component to see a list of the uploaded files, or to upload files to complete the task.
  2. Create application render method records that indicate the Omniscripts, Flexcards, or flows to use for editable or viewable form sections.
  3. Link application render method to an application stage definition for a form..
  4. Configure form and application components..

Manage Form Sections

If the object that you use connects to action plan templates, use action plan templates and tasks to reduce the time it takes for ongoing setup of tasks or sections. Alternatively, manage ad hoc task or section records manually without action plan templates.

  1. Create action plan templates and select the target object that represents the form.
    For example, select Application Form on the action plan template.
  2. Add sections to a form with action plan tasks.
  3. To configure ad hoc tasks or sections that aren’t associated with action plans, create task or section records.
    For an application, create intake form sections for each section. Use the Sequence Number field on the intake form sections to designate the section order on the form.
    In a form that includes sections created from an action plan, these ad hoc tasks are shown under the Additional Sections header on the form.
 
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