Powerful and Flexible Dynamic Forms

Overview

About the Client

The client is a non-profit org dedicated to reducing food waste by rescuing fresh fruits and vegetables that would otherwise go to waste and redistributing them to organizations that feed the hungry. A team of volunteers collects surplus produce from farmers’ fields, ensuring that the remaining crops are salvaged and put to good use, helping nourish communities in need. They used Salesforce to maintain and process volunteers, events and gleaning information.

The Challenge      

• The client needed a solution to display volunteer signup and survey forms dynamically based on specific events.
• They required form fields to change depending on the values selected in previous fields or other predefined criteria.
• Being a non-profit org, the client wanted to avoid purchasing additional licenses for third-party tools, seeking a cost-effective solution.

Our Solution 

• Designed an object structure that includes forms, form components (input elements), and form component rule conditions to enable conditional hiding/showing of elements and to make the forms configurable.
• Developed custom solution using lightning web components to display configured form components and apply logic for conditional visibility, default values, field types, and required fields using the custom object structure.
• Implemented logic to publish forms before going live, ensuring controlled deployment.
• Implemented a custom solution to generate the copy of filled and signed forms and send the copies to both the client and volunteers
• Created a versioning system to store previously published forms and allow easy rollback to earlier versions when needed.

Technology & tools used

The solution used Salesforce for setting up objects, configuring settings, and building dynamic logic. Lightning Components were used to create interactive, responsive form displays. Additionally, Salesforce Sites enabled the seamless presentation of forms, making them accessible to users in a web environment.

Results

The Impact and outcome            

• Enhanced Flexibility: The dynamic form configuration allowed the client to easily adapt forms to various needs without extensive development efforts.
• Improved User Experience: Conditional logic and pre-populated fields streamlined the data entry process, reducing errors and improving user satisfaction.
• Efficient Workflow: The ability to publish, version, and roll back forms ensured smoother updates and better control over the form management process.
• Smooth Volunteer Signups: This ensured that the volunteers were getting signed up seamlessly and the client received data clean and non-redundant.