Admin Guide

Complete guide to managing forms, fields, and all administrative features in QuikForms.

Dashboard Overview

The QuikForms admin interface consists of three main pages:

  • QuikForms Manager - Manage all form definitions, versions, and publishing
  • Field Library - Create and manage reusable form fields
  • Error Manager - Monitor exceptions and troubleshoot issues

Admin Permission Required

You need the QuikForms_Admin permission set to access these admin pages.

Form Management

Forms Dashboard

The QuikForms Manager displays all form definitions with powerful search and filtering:

QuikForms Manager showing table of forms with search and filter options

QuikForms Manager - Main Dashboard

Table Columns

Column Description
Form Name Display name of the form
Form ID Unique identifier used in URLs (e.g., contact-us)
Active Version Currently published version number
Form Object Salesforce object where submissions are saved (Case, Survey__c, etc.)
Field Count Number of fields in the active version
Draft Status Indicates if an unpublished draft exists
Activation Status Active or Inactive
Last Modified Last update timestamp

Available Actions

  • New - Create new form definition
  • Edit Draft - Modify unpublished changes
  • Edit Published - View published version (creates draft if edited)
  • Create Draft - Start new draft from published version
  • Preview - Test form with preview token
  • Delete - Remove form and all versions
  • Import - Import forms from JSON
  • Export - Export selected forms to JSON

Search & Filtering

Find forms quickly using multiple filters:

  • Text Search - Search by form name, title, or ID
  • Object Filter - Show only forms for specific Salesforce objects
  • Status Filter - Active, Inactive, or All

Creating Forms

To create a new form:

  1. Click New in QuikForms Manager
  2. Fill in form details:
    • Name - Internal name for the form
    • Form ID - URL-friendly identifier (lowercase, hyphens only)
    • Description - Optional description
    • Form Object - Case, Survey__c, or custom object
    • Form Type - Email, Survey, Record Creation, or Chat
  3. Click Save

QuikForms automatically creates a draft version and opens the Form Builder.

Form ID Requirements

Form IDs must be unique, lowercase, and can only contain letters, numbers, and hyphens. Once published, Form IDs cannot be changed as they're used in public URLs.

Form Builder Interface

The Form Builder is a tabbed interface with five main sections:

Form Builder interface showing all five tabs: Fields, Settings, Styling, Related Objects, and Preview

Form Builder - Complete Interface

Settings Tab

Configure form metadata, messaging, and behavior:

Basic Information

Setting Description
Title Form heading displayed to users
Subtitle Secondary heading or tagline
Submit Button Label Text for submit button (default: "Submit")
Confirmation Message Message shown after successful submission

Display Options

  • Disable Field Icons - Hide icons next to field labels
  • Disable reCAPTCHA - Turn off bot protection (not recommended for public forms)
  • reCAPTCHA Dark Mode - Dark theme for reCAPTCHA widget
  • Description Position - Show field descriptions inside or outside inputs

Images & Custom HTML

  • Logo - Upload form logo (static resource)
  • Favicon - Upload favicon for browser tab
  • Custom Header HTML - Inject HTML above form
  • Custom Footer HTML - Inject HTML below form
  • Custom <head> HTML - Add custom scripts, meta tags, etc.

Advanced Features

  • Enforce iframe Embedding - Only allow form to load in iframes
  • Log User Browser Info - Capture IP address and user agent
  • Post-Submit Redirect URL - Redirect after submission
  • Supported Languages - Configure available languages (JSON format)
{
  "en_US": "English",
  "es": "Español",
  "fr": "Français",
  "de": "Deutsch"
}

Fields Tab

The Fields tab manages which fields appear on your form and their layout:

Fields tab showing drag-and-drop interface with Available Fields, Display Fields, Hidden Fields, and Populated Fields sections

Fields Tab - Drag and Drop Interface

Field Sections

  1. Available Fields - All fields from Field Library
  2. Display Fields - Visible fields on the form (in order)
  3. Hidden Fields - Fields saved but not shown to users
  4. Populated Fields - Fields with pre-filled default values

Managing Fields

  • Add Field - Drag from Available Fields to Display Fields
  • Reorder - Drag fields within Display Fields to change order
  • Hide Field - Drag to Hidden Fields section
  • Set Default Value - Drag to Populated Fields and configure value
  • Remove - Drag back to Available Fields

Column Spans

Configure responsive layout with column spans (1-6 columns):

  • 1-2 columns - Narrow fields (checkboxes, short text)
  • 3 columns - Medium fields (name, email)
  • 6 columns - Full-width fields (text areas, long text)

Auto-Save

Field changes are not saved automatically. Click the Save button after making changes.

Styling Tab

Customize the visual appearance of your form:

Styling tab showing color presets, custom color pickers, font selection, and theme preview

Styling Tab - Theme Customization

Color Presets

Choose from 8 professionally designed themes:

  • Azure Horizon (Blue professional)
  • Corporate Steel (Gray corporate)
  • Forest Executive (Green professional)
  • Navy Professional (Navy blue)
  • Midnight Professional (Dark blue)
  • Charcoal Elegance (Dark gray)
  • Sage Minimal (Light green)
  • Deep Ocean (Dark ocean blue)

Custom Colors (21 fields)

Color Property Usage
Background Color Main form background
Text Color Body text color
Button Color Submit button background
Highlight Color Links and accents
Title Color Form title text
Content Background Form content area
Input Background Field background color
Input Text Field text color
Border Color Form borders
Input Border Color Field borders

Typography

Select from 30+ Google Fonts:

  • Sans Serif - Inter, Roboto, Open Sans, Lato, Poppins, Montserrat
  • Serif - Merriweather, Lora, Playfair Display
  • Display - Oswald, Raleway, Ubuntu
  • Monospace - Roboto Mono, Source Code Pro

Layout Settings

  • Border Width - Form border thickness (0-5px)
  • Border Radius Large - Form corners (0-50px)
  • Border Radius Small - Field corners (0-20px)
  • Container Width - Max form width (px, %, rem, vw)

Gradients

Create two-color gradients for backgrounds:

Gradient Color 1: #1e5ba8 (Blue)
Gradient Color 2: #AA28B9 (Purple)

Configure multi-object forms for complex data structures:

Related Objects tab showing parent-child object hierarchy with lookup field configuration

Related Objects - Multi-Object Configuration

Hierarchy Levels

QuikForms supports up to 3 levels of object relationships:

  • Level 1 - Parent object (from form definition)
  • Level 2 - Direct children of parent
  • Level 3 - Grandchildren of children

Configuration Steps

  1. Enable multi-object mode
  2. Add child object to parent
  3. Select lookup field linking child to parent
  4. Assign fields to each object
  5. Add nested children if needed (level 3)

Validation Requirements

All objects in the hierarchy must have an object type and lookup field selected before saving.

Preview Tab

Test your form before publishing:

Preview tab showing live rendered form with all configured styling and fields

Preview Tab - Live Form Rendering

Preview Features

  • Real-time form rendering with current configuration
  • All styling applied (colors, fonts, layout)
  • Functional form submission (creates test records)
  • Secure preview tokens (24-hour expiration)
  • Responsive preview (test different screen sizes)

Version Control

QuikForms includes robust version control with draft, publish, and archive lifecycle:

Version States

State Description
Draft Unpublished changes, not publicly accessible
Published Live version accessible via public URL
Archived Previous version kept for history (auto-archived after 50 versions)

Publishing Workflow

  1. Make changes in draft version
  2. Test using Preview tab
  3. Click Publish
  4. Enter version number (semantic versioning: Major.Minor)
  5. Add release notes (optional)
  6. Click Publish Version

Version History

View all previous versions with:

  • Version number and tag
  • Publication date and user
  • Release notes
  • Field count
  • Ability to rollback to previous version

One Draft Per Form

Each form can have only one draft at a time. Publishing a draft creates a new published version and allows creating a new draft.

Field Library

The Field Library is where you create and manage reusable form fields:

Field Library table showing all available fields with type, object field, and usage count

Field Library - All Available Fields

Field Types

QuikForms supports 9 built-in field types:

Type Description Use Cases
inputText Single-line text input Name, email, phone, short answers
inputTextarea Multi-line text area Messages, descriptions, long text
selectList Dropdown select Single-choice from options
selectRadio Radio buttons Visible single-choice options
selectCheckboxes Multiple checkboxes Multi-select options
checkBox Single checkbox Boolean values, agreements
date Date picker Event dates, birthdays
datetime Date and time picker Appointments, timestamps
customHTML Rich HTML content Instructions, headings, formatted text

Creating Fields

To create a new field:

  1. Navigate to Field Library
  2. Click New Field
  3. Fill in field properties (see Field Editor section)
  4. Click Save

Field Editor Interface

The Field Editor has multiple tabs for comprehensive configuration:

Basic Info Tab

Property Description
Name Unique identifier (lowercase, no spaces)
Label User-facing label (supports JSON for multi-language)
Type Field type selection (9 options)
Description Help text shown below field
Tooltip Hover tooltip text
Icon SLDS icon name (e.g., utility:email)
Required Checkbox - make field mandatory
Read-only Display-only field

Object Field Mapping

Link form fields to Salesforce object fields:

  • Target Object - Salesforce object (Case, Lead, Contact, etc.)
  • Object Field - Specific field on that object
  • Special Values:
    • $EMAIL - Email address (for email forms)
    • $ATTACHMENT - File attachment

Custom Structures

For select fields (dropdown, radio, checkboxes), configure options:

Simple Options (Array)

["Option 1", "Option 2", "Option 3"]

Advanced Options (Objects with Labels/Values)

[
  {"label": "Small", "value": "S"},
  {"label": "Medium", "value": "M"},
  {"label": "Large", "value": "L"}
]

Decorators

Add visual enhancements to select options:

  • stars - Display as star rating (1-5 stars)
  • icons - Show icons next to options
  • colors - Color-coded options

Other Option

Enable "Other" option to allow custom text input:

{
  "OtherOption__c": true
}

Field Validation

Add client-side validation with regex patterns:

Common Validation Patterns

Use Case Regex Pattern
Email ^[a-zA-Z0-9._%+-]+@[a-zA-Z0-9.-]+\.[a-zA-Z]{2,}$
Phone (US) ^\(?([0-9]{3})\)?[-. ]?([0-9]{3})[-. ]?([0-9]{4})$
ZIP Code (US) ^\d{5}(-\d{4})?$
URL ^https?://[^\s]+$
Numbers Only ^\d+$

Multi-Language Support

QuikForms supports multiple languages using JSON-based localization:

Configuring Languages

In the Settings tab, configure supported languages:

{
  "en_US": "English",
  "es": "Español",
  "fr": "Français",
  "de": "Deutsch",
  "ja": "日本語"
}

Translating Fields

Field labels support JSON format for translations:

Single Language (String)

Email Address

Multiple Languages (JSON)

{
  "en_US": "Email Address",
  "es": "Dirección de correo electrónico",
  "fr": "Adresse e-mail",
  "de": "E-Mail-Adresse"
}

Translatable Properties

  • Field labels
  • Field descriptions
  • Field tooltips
  • Select options
  • Error messages
  • Form title and subtitle
  • Button labels
  • Confirmation messages

Survey Forms

Create time-limited surveys with secure tokens:

Creating Surveys

To create a survey:

  1. Create a form with Form Type = "Survey"
  2. Set Form Object to Survey__c
  3. Configure survey-specific settings:
    • Validity Days (default: 30)
    • Allow Multiple Completions (default: false)
    • Expired Message
    • Completed Message
  4. Publish the form
  5. Use Survey Creator to generate survey links

Survey Tokens

Survey tokens are cryptographically secure 32-character identifiers:

Example Token: 7a9f2b1c3d4e5f6a7b8c9d0e1f2a3b4c

Token Features

  • Unique per survey
  • Time-limited (configurable expiration)
  • One-time use (unless multiple completions enabled)
  • Validated on every submission

Response Management

Survey responses are stored in the Survey__c object with:

  • Survey name and token
  • Parent record association (polymorphic)
  • Submission status and date
  • Overall satisfaction rating
  • Issue resolution flag
  • Response data in JSON format

Error Management

Monitor and troubleshoot errors using the Error Manager:

Error Manager showing exception logs with severity, error code, and filtering options

Error Manager - Exception Dashboard

Exception Dashboard

View all exceptions with detailed information:

Table Columns

  • Log Number
  • Created Date
  • Severity (Critical, High, Medium, Low, Info)
  • Error Code (APEX-*, LWC-*, API-*, PLUGIN-*)
  • Error Message
  • Component (where error occurred)
  • Source (Apex, LWC, API)

Filtering Errors

Find specific errors quickly:

  • Text Search - Search by log number, error code, message, component
  • Severity Filter - Critical, High, Medium, Low, Info
  • Source Filter - Apex, LWC, API
  • Date Range - From/To date filters

Error Details

Click any error to view full details:

  • Complete stack trace
  • Form and record context
  • User information (IP, user agent)
  • Request context (referrer, method)
  • Governor limits consumed
  • Resolution notes (editable)

Best Practices

Form Design

  • Keep forms short (5-10 fields maximum)
  • Use clear, concise field labels
  • Mark only essential fields as required
  • Group related fields together
  • Provide helpful descriptions for complex fields

Field Reusability

  • Create fields in the Field Library first
  • Use consistent naming conventions
  • Don't delete fields used in published forms
  • Clone fields when you need similar variations

Version Control

  • Always test in Preview before publishing
  • Use semantic versioning (1.0, 1.1, 2.0)
  • Add meaningful release notes
  • Keep major versions for breaking changes
  • Minor versions for incremental updates

Performance

  • Limit file upload sizes (default 9MB max)
  • Use field validation to catch errors early
  • Enable reCAPTCHA on public forms
  • Configure origin validation for security

Security

  • Always use HTTPS for form URLs
  • Enable reCAPTCHA on public forms
  • Configure valid referrer domains
  • Review error logs regularly
  • Don't expose sensitive data in hidden fields