ThoughtForms

ThoughtForms provides remote, disconnected access to HTML-based forms that integrate with your company's Salesforce.com CRM system.  It is ideal for activities such as auditing, testing, inspection and data collection, where partially pre-populated forms are completed remotely (for example, at a client facility or in the street).

Start from the Local Forms icon

Login to Salesforce.com

Sync your forms

View your to-do list

Edit and save

Previous Next

How does it work?

An app installed in Salesforce.com allows you to create and maintain a library of form templates.  These are built using standard HTML and JavaScript and can support a number of useful features:

• Data outputs
• Text inputs (both single and multi-line)
• Drop-down selections (single and multi-pick)
• Checkboxes
• Radio buttons
• Date fields
• Signature fields
• Validation
• And more

Programmed or workflow-based functionality in Salesforce.com can be used to pre-populate instances of these templates.  This means that users can be assigned a to-do list of forms, each of which can detail the associated job/activity/requirements.

The iPad app, which has been built using Salesforce.com's Mobile SDK, authenticates the user and synchronises with the host CRM system:

• (Optionally) a just-in-time form generator runs on Salesforce.com
• Any new forms are downloaded to the iPad
• Any completed forms are uploaded to Salesforce.com and removed from the iPad
• Once uploaded, forms can trigger programmed or workflow-based functionality to process and/or distribute their contents

In-between synchronisations, the user's forms remain on the iPad and can be viewed and edited as required.  This means that the work can be carried out in locations where no Internet connection is available.

Getting help

If you require help with either the Salesforce.com or iPad applications, please contact your ThoughtNet Account Manager through the usual channels.