7. Troubleshoot Attachments/Signatures/PDF
If you are using forms internally (i.e in a community/authenticated user), you may not be able to upload attachments, signatures or PDF files to Salesforce. Often this is caused because…
Useful REGEX sniplets
What is this article about? 3B Forms support custom field validation through the use of Javascript RegExt. This is a simple piece of code which allows you to control the…
Product Customization & Upgrades
You have added your own JS/CSS. Now what? Congratulations on opting to improve the product (although locally only). We are sure that you have tested and you love the customisations…
Product Customization Best Practices
ISOLATING VARIABLES Properly isolate your script environment is a best practice to have so you don’t override global variables when it executes. Immediately-invoked function expressions (IIFE) allow you do to that: (function()…
Product Customization Limitations
Technical Limitations Product customization on the front end is currently only limited to JS/CSS injection. We have envisioned in a future release to create a true Controller-View customization tool. Please…
Customize Product with JS
Why add Javascript? Our experience tells us that clients want to be able to make small workflow amendments to Salesforce software products (please read the article Vision.page). As such, we…
Customize Product with CSS
Why add CSS? CSS is what makes one web page look good or bad. It allows you to change everything visual and has the most impact on User Interface. Good…
System Requirements
3B Forms is one of the few fully-native Form Building applications on the Force.com (Salesforce) platform. As such, we benefit from the $600m invested annually by Salesforce in their Research…
6. Creating Your First Form
Start Building Forms If you have followed the instructions correctly, you should now be able to build forms very quickly! Classic UI Lightning UI Step 1 - Navigate to…
5. Application Setup
Great! So far we have configured the access & permissions needed to run the application. So what's next? Well, we need to access the application itself! If you are installing…
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