Form Map

Form Map is perfect fit for any single record. This is used to display small data which can be viewed in the form of a letter. Let's show you how a Form Map is created.

Click Maps from Valorx Fusion Ribbon, and Maps windows will open which will have Grid Map or Form Map. Select New Form Map.

Configure Form Map window will open when we select New Form Map where Users can select the object and configure the map. Select the Object from the drop-down and all the fields will be displayed.

Mapping Fields: Fields from Form Map are mapped by dragging and dropping a field onto an Excel cell.

By default, a mapped field will be marked as Display and Save. You can uncheck them based on your needs.

Users can also map multiple fields at the same time by selecting multiple fields and drag them to Excel.

The layout is controlled in the Map Properties.

Shortcut to add Fields: Forgot to select a field you need? You don't need to go back to Data Modeling. You can add more fields from here.

Display Options

On the lower left of the Form Map window, you can find Display Options that let you fine tune how a Form Map operates in Runtime.

General: Form Map contains General, Border and Color and Security sections just like our Grid Map. Let's discuss them in detail.

  • AutoFit Columns: Autofit will be applied to the Grid Map's columns after data is displayed and Minimum Width makes sure the columns do not get too narrow.

  • View Gridlines: Display Excel gridlines.

  • Excel Named Range Usage: Control how the mapped fields are named in Excel named range.

  • Include Field Name in Comments: Insert Excel comments with the mapped field's name.

Border and Color: Border, header's fill color, and header's font color are auto applied based on the setting here.

Security: Worksheet Protection based on Field Metadata through which user can protect the worksheet at Map level, and user can also identify their access level. Designers can protect the worksheet by providing a password. Users can change or select the color for the Read Only or No Access to make it easy to identify the access level.

Save Options: Save Options, we can control how the records are saved.

  • Batch Size : Records will be sent to your CRM in batches. The number of records per batch is controlled here.

  • Partial Commit: Enable partial records to be saved even if some of the records in the same batch failed.

  • Concurrency Detection: This feature helps when more than one user is working on the same record and prevents overwriting the data by the first user and triggers a summary message to the second user stating that the record has failed and also displays other details. Users should enable the "Concurrency Detection" from Save Options. Example: Let us imagine we have User 1 and User 2 and retrieve the same record at 9:04 am and 9:05 am respectively. If User 1 makes a change and tries to save at 9:07:15:100am and User 2 tries to save at 9:07:15:300am (200 milliseconds apart) then User 1’s changes will be saved, and User 2 will get a warning message stating that data was modified by User 1.”

  • Disable Fast Save: Save operation will process Salesforce calls sequentially when Fast Save option is disabled.

  • Process blank values during save: Insert blank rows as records.

  • Save Conditions: Conditions can be configured here to control what records get saved in Runtime. Records that do not match the condition will not be processed.

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