Salesforce Form Builder - Developer Documentation

🌐 Global Variables System NEW

window.FormVariables

Global variable management system accessible throughout the application.

Methods:

window.FormVariables.set(name, value)    // Set a global variable
window.FormVariables.get(name)           // Get variable value
window.FormVariables.has(name)           // Check if variable exists
window.FormVariables.getAll()           // Get all variables as object
window.FormVariables.clear()            // Clear all variables
window.FormVariables.debug()            // Console table display

Debug Shortcuts:

window.vars.debug()                    // Quick debug access
window.vars.getAll()                   // Quick get all variables

Login Variables FIXED

Automatically set after successful Login field authentication.

Available Variables:

isLoggedIn  = "true"     // Primary login status
loggedIn    = "true"     // Alternative login status  
userEmail   = "user@example.com"  // Authenticated email
userName    = "John Doe" // Contact name or email

Usage in Conditional Logic:

// Show submit button only after login
Condition: isLoggedIn equals "true"

// Show different content for logged users  
Condition: userEmail is not empty

🔧 Variables Manager API NEW

showVariablesManager()

Opens the Variables Manager modal for real-time variable monitoring.

window.showVariablesManager();

refreshVariables()

Refreshes the variables list in the modal.

window.refreshVariables();

addVariable()

Programmatically adds a variable via the manager interface.

// Set inputs then call
document.getElementById('newVariableName').value = 'testVar';
document.getElementById('newVariableValue').value = 'testValue';
window.addVariable();

exportVariables()

Exports all variables as downloadable JSON file.

window.exportVariables();

📝 Enhanced Form Builder API

setupRequireLoginForButton() NEW

Quick setup for login-required navigation buttons.

Functions:

window.setupRequireLoginForNext()     // Require login for Next button
window.setupRequireLoginForSubmit()   // Require login for Submit button

What it does:

// Automatically creates condition:
// Field: isLoggedIn
// Condition: equals  
// Value: "true"

Smart Dropdown Enhancements NEW

Dynamic field loading and variable discovery.

RecordId Variable Options:

// Automatically includes:
// - Global variables from FormVariables
// - Common patterns (ContactId, AccountId, etc.)
// - Login field variables  
// - Lookup field ID variables
// - Option to create custom variables

Relationship Field Options:

// Dynamically loads from Salesforce:
// - All reference fields for current object
// - Field labels and relationship targets
// - Option to create custom field names

🏗️ Module System

window.AppModules

Central access point for all application modules.

Available Modules:

window.AppModules.formBuilder      // Form building interface
window.AppModules.salesforce       // Salesforce integration
window.AppModules.conditionalLogic // Conditional visibility
window.AppModules.multiPage        // Multi-page navigation
window.AppModules.autoSave         // Auto-save functionality
window.AppModules.fieldTypes       // Field type handlers
window.AppModules.signature        // E-signature capture
window.AppModules.flowLogic        // Email/OTP workflows

Performance Optimizations UPDATED

Auto-save optimizations to reduce server load.

Auto-save Changes:

// OLD: 500ms debounce (causing server overload)
// NEW: 3000ms debounce (6x reduction in requests)

// Access auto-save instance:
window.AppModules.autoSave.autoSaveInterval  // Now: 3000ms

👁️ Conditional Logic API ENHANCED

Field Value Priority System

Enhanced priority system for variable/field value resolution.

Priority Order:

// 1. Global Variables (FormVariables) - HIGHEST PRIORITY
if (window.FormVariables?.has(fieldId)) {
    value = window.FormVariables.get(fieldId);
}

// 2. Field Values - MEDIUM PRIORITY  
else if (this.fieldValues.get(fieldId)) {
    value = this.fieldValues.get(fieldId);
}

// 3. MultiPage Variables - LOWEST PRIORITY
else if (window.AppModules.multiPage?.getVariable(fieldId)) {
    value = window.AppModules.multiPage.getVariable(fieldId);
}

Navigation Button Conditional Visibility FIXED

Per-page conditional visibility for Next and Submit buttons.

Configuration Structure:

page.navigationConfig = {
    next: {
        conditionalVisibility: {
            enabled: false,
            conditions: [
                {
                    dependsOn: 'isLoggedIn',
                    condition: 'equals', 
                    value: 'true'
                }
            ],
            logic: 'AND'  // or 'OR'
        }
    },
    submit: { /* same structure */ }
}

🔗 Salesforce Integration API

Enhanced Record Update Logic IMPROVED

Priority-based record ID resolution for update operations.

Server-side Priority (server.js):

// 1. Page-specific recordIdVariable (NEW - HIGHEST PRIORITY)
if (page.recordIdVariable && variables[page.recordIdVariable]) {
    recordId = variables[page.recordIdVariable];
}

// 2. Record data ID fields (MEDIUM PRIORITY)
else if (record.Id || record.id) {
    recordId = record.Id || record.id;
}

// 3. Common ID patterns (LOWEST PRIORITY - FALLBACK)  
else if (variables.ContactId || variables.RecordId) {
    recordId = variables.ContactId || variables.RecordId;
}

Multi-Org Security SECURED

Enhanced encryption and org protection.

Security Features:

// Persistent encryption key prevents data loss
ENCRYPTION_KEY=your-64-character-hex-key

// Dangerous cleanup function disabled
cleanupCorruptedOrgs() {
    // DISABLED - returns safety message
    return { deletedCount: 0, message: 'Function disabled for safety' };
}

🐛 Debugging Tools

Variable Debugging

Real-time variable inspection and monitoring.

// Console commands
window.vars.debug()              // Table view
window.vars.getAll()            // Object view
window.FormVariables.variables  // Raw Map

// Variables Manager UI
window.showVariablesManager()   // Visual interface

Conditional Logic Debugging

Debug conditional visibility issues.

// Check condition evaluation
window.AppModules.conditionalLogic.evaluateAllConditions()

// Check field values
window.AppModules.conditionalLogic.fieldValues

// Check page conditions  
window.AppModules.conditionalLogic.pageConditions

Enhanced Logging NEW

Comprehensive logging system for troubleshooting.

// Variable discovery logging
📊 Found X global variables for conditional visibility

// Login authentication logging  
🔐 LOGIN: Setting global variable "isLoggedIn" = "true"

// Auto-refresh logging
🔄 Refreshing form builder properties panel for new variables

⚙️ Environment Configuration

Critical Environment Variables

Essential configuration for production deployment.

Required Variables:

# CRITICAL - Prevents org data loss on restart
ENCRYPTION_KEY=your-64-character-hex-key-here

# Salesforce OAuth
SALESFORCE_CLIENT_ID=your-consumer-key
SALESFORCE_CLIENT_SECRET=your-consumer-secret

# Server Configuration  
PORT=8080
DOMAIN=your-domain.com
SESSION_SECRET=your-session-secret

# Auto-save Performance (Optional - defaults to 3000ms)
AUTOSAVE_INTERVAL=3000

Generate Encryption Key:

node -e "console.log(require('crypto').randomBytes(32).toString('hex'))"

🆕 January 2025 Updates

Variables Management System

Complete variable lifecycle management.

✅ Variables Manager modal
✅ Real-time variable monitoring  
✅ Manual variable creation
✅ JSON export/import
✅ Debug console integration

Login Variable Integration

Fixed conditional visibility issues.

✅ Auto-refresh properties panel
✅ Login variables in dropdowns
✅ Quick "Require Login" buttons
✅ Real-time UI updates

Smart Dropdowns

Dynamic field discovery and configuration.

✅ RecordId variable picker
✅ Relationship field picker  
✅ Salesforce field loading
✅ Custom field creation

Performance & Security

Production-ready optimizations.

✅ 6x auto-save optimization
✅ Persistent encryption keys
✅ Enhanced error handling
✅ Comprehensive logging

📚 Quick Reference

Most Used Developer Functions

Common debugging and development commands.

// Variable Management
window.vars.debug()                      // Show all variables
window.FormVariables.set('test', 'value') // Set test variable  
window.showVariablesManager()            // Open Variables Manager

// Form Builder Access
window.AppModules.formBuilder.getCurrentPage()  // Get current page
window.AppModules.formBuilder.getFormData()     // Get entire form

// Conditional Logic Debug
window.AppModules.conditionalLogic.evaluateAllConditions()

// Quick Login Setup
window.setupRequireLoginForNext()       // Require login for Next
window.setupRequireLoginForSubmit()     // Require login for Submit

// Auto-save Control  
window.AppModules.autoSave.saveBuilderData()   // Manual save
window.AppModules.autoSave.enabled = false     // Disable auto-save

🛠️ Developer Documentation