Dataflow for Forms lets you visualize data that are filled out in certain form templates.
Let's say your Salesboard organization has a form, named Form-X. Every time a sales rep fills out this form, a document is created. The details that were inputted in a document can be visualized in SalesScreen by setting up a dataflow for Form-X.
Your Salesboard organization must have created at least one Form. Your SalesScreen organization must have created at least one Product of the report type that you want to visualize incoming documents as (sale/offer/activity/meeting).
We'll illustrate how to set up the dataflow for a specific Form through an example.
Step 1 — Create new dataflow
In the Salesboard integration dashboard, click on Form.
In the Form integration dashboard, click on New Dataflow.
Step 2 — Choose Form and Report type
Choose one of your Salesboard forms from the Form dropdown menu. Proceed by choosing one of the SalesScreen report types from the rightmost dropdown menu.
In this case, we've chosen the Salesboard form My Sale Form. We want documents created from this form to be visualized in SalesScreen as Sale reports.
When done, click Continue.
Step 3 — Map fields
The next view presents you with the SalesScreen report fields that you can map to the Salesboard form's input fields.
First, you want to choose the SalesScreen Product that should correspond to the form. The product can be seen as the description of the report when a new document is synced to SalesScreen. In this case we've chosen the SalesScreen product named Sale Form.
The Quantity, Amount and Gross Margin fields are typically reserved for document inputs in the shape of numbers. In this case we've chosen to map the form's amount_input field as the sale report's Amount field. This means that if you create a document that has the amount_input value filled out with the number 100, the corresponding report that is created in SalesScreen will have the amount set to 100.
The Customer field is typically reserved for document inputs in the shape of text strings. In this case we've chosen to map the form's customer_input field as the sale report's Customer field. This means that if you create a document that has the customer_input value filled out with ACME Limited, the corresponding report that is created in SalesScreen will have the customer set to ACME Limited.
You can also leave the fields as Optional. This means that the corresponding reports in SalesScreen will be given a default value for the fields that were set as optional.
The default value for Quantity is 1.
The default value for Amount is 0.
The default value for Gross Margin is 0.
You also set a Custom value for the different fields. By giving a field a custom value, every report that is created in SalesScreen from a document, will have its field value set to the custom value. In this case, every sale report will get the Quantity value of 3.
When finished, click Submit to save the dataflow.
Your newly created Form dataflow is now visible in the Form integration dashboard.
You can Pause/Resume the dataflow, as well as Remove it entirely. Click Edit to modify the field mappings.
Step 4 — Try out the dataflow
In the example above we've created a dataflow for the Salesboard Form named My Sale Form. We've decided that the resulting document for every newly filled out form should be visualized as a sale report in SalesScreen, with the product set to Sale Form. It's time to make sure the dataflow is working.
- Sign in as a sales rep on in the Salesboard app on a tablet device.
- Make sure the tablet device is connected to the Internet.
- Create a new document by filling out the specific form — in this case, My Sale Form.
- Log in to SalesScreen and wait for up to 5 minutes (less if WebHook is utilized).
- A report should be registered automatically for the SalesScreen user account that corresponds to the responsible Salesboard account.