Customizing the smart V in your form
If you look at the Smart V properties you will see that in addition to its main "Mapping" option (used to set up the Smart V) there are other properties as well - in this post we will review what they are and how to use them.
Shared Session, Enabled Session, Captions, Email Settings.
Shared Session
The idea behind this feature is that instead of configuring the same Smart V a few times in multiple forms, you can have it set up only one time and then share this configuration with your other forms.
How does this work?
Lets say you have 3 different forms: Form A, Form B and Form C. In order to have all forms work with the same Smart V login window you will need to do the following:
1- Drag a smart V element in Form A. Set the mapping, configure the captions, email, session length and save the form.
2- Drag a smart V element in Form B. and turn on the "Shared Session" checkbox. Press on the "Select form" button to choose the form containing the Smart V settings - in this case: Form A.
3- Do same as in the previous bullet: only in Form C.
The result is that all 3 forms will now share the same Smart V session. and that any change in the settings of this session in Form A will also affect the other 2 forms.
Enabled Session
This property enables you to set a time frame (in minutes) for your Smart V session. This means that after the form filler enters the secret code and accesses the form his session will be active for this time period, and he will be able to come and go as he pleases without having to enter his details in the Smart V again.
Steps to change session length:
1- Turn on the "Enabled Session" checkbox
2- Enter the number of minutes you want the session to last
3- Save the form
Logout from Session
If you have set a Session for your Smart V, you can also add a Logout button to allow your filler to sign out of the session if he wishes to.
In order to do this you will simply need to:
- Drag a button element to your canvas
- Change its type to SmartV Logout
Disable 2FA
This property will enable you to change the Smart V from a 2 verification element to a 1 verification process, where the filler will be asked to identify by entering his details, without having to provide a secret code.
All you need to do is turn on the 'Disable 2FA' and the Smart v will be changed (to a 1FA...).
Captions
This property will enable you to customize the texts in the Smart V login window. you will be able to change the header, the labels and error messages.
Steps to change your Smart V captions:
1- Press on the "Edit" button.
2- Change the texts to your liking and press 'Apply'.
3- Save the form.
Email Settings
This property will allow you to customize the email sent to the form filler, containing his secret code for the Smart V.
Steps to change the Email settings:
1- Press on "Email Settings"
2- You will be able to customize the following:
- "Disable email notification" - By turning on this checkbox you can cancel the email that is sent to the form filler (containing the secret code). In this situation the code will only be stored in the Salesforce field you mapped for the secret. (Read more about it: How to add Smart V - bullet #9)
- "From Name" - Enter a name that will appear as "Sender" in the email you send.
- "Reply To" - Enter an email address you would like your recipients to reply to.
- "Subject" - We provide a default subject that contains the Secret code, but you can add to it or change it altogether.
- "Body" - We also provide a default text for the email body. This also contains the secret code and the form URl. Again - you can change it as you wish.
3- Press on "Apply" After making the changes.
4- Save the form.
Background color
This property will allow you to customize the Smart V window background, which is by default a shade of black.
Simply enter a different Hex Color Code and save your form.
Read more on Salesforce forms