Salesforce1 Quick Action Menu For Launching Formyoula Forms



Work on your Salesforce1 mobile with Formyoula.com. For more information please email us Info@Formyoula.com

Setup Guide


In this guide we will walk you through the process of creating a Salesforce quick action, to allow your users to launch the Native or Web Formyoula app from Salesforce1 mobile.


To start, please go to Setup and search for “visual” to create a new Visualforce page.


Now please click on “New” to create new Visualforce page.


Please add Visualforce Label and Name and select the “Available for Salesforce mobile apps and Lightning Pages” checkbox.

Next, please copy paste the code inside your Visualforce page.


<apex:page showHeader="false" standardStylesheets="false" cache="false" doctype="html-5.0" standardController="Case">

<script>

   sforce.one.navigateToURL('formyoula://?form_id=57921872a261c2070000cd97&7a78-4228-5ec6={!URLENCODE(Case.Subject)}&4b95-185a-d17c={!URLENCODE(Case.Description)}&fc50-587c-5daa={!URLENCODE(Case.id)}&redirect=com.salesforce.salesforce1://')

</script>

</apex:page>

The form link inside the brackets, needs to be modified based on your form. Please make sure to URL encode all merge fields and use the Standard Visualforce Controller based on your object.

'formyoula://?form_id=57921872a261c2070000cd97&7a78-4228-5ec6={!URLENCODE(Case.Subject)}&4b95-185a-d17c={!URLENCODE(Case.Description)}&fc50-587c-5daa={!URLENCODE(Case.id)}&redirect=com.salesforce.salesforce1://'

To create a Formyoula form button link, please use the following example.

formyoula://?form_id=57921872a261c2070000cd97&7a78-4228-5ec6={!URLENCODE(Case.Subject)}&4b95-185a-d17c={!URLENCODE(Case.Description)}&fc50-587c-5daa={!URLENCODE(Case.id)}&redirect=com.salesforce.salesforce1://

1. First, please use “formyoula://” to launch the Formyoula Native app or use “https://app.formyoula.com/mobile” to launch the Formyoula Web app .

2. Next, please add the Formyoula form ID, that can be copied from the Formyoula Form Builder.

3. Next, please find the Formyoula merge fields. Formyoula merge fields can be found on the Formyoula PDF Editor. To access the Formyoula PDF Editor, please click on the “Actions” column next to the form.
       


4. To redirect your user back to the Salesforce1 mobile app, please add a redirect parameter to your URL.

formyoula://?form_id=57921872a261c2070000cd97&7a78-4228-5ec6={!URLENCODE(Case.Subject)}&4b95-185a-d17c={!URLENCODE(Case.Description)}&fc50-587c-5daa={!URLENCODE(Case.id)}&redirect=com.salesforce.salesforce1://

Next, to create a Salesforce Action, please go the object that you want to create/update using a Formyoula form.

Next, please click on “New Action” button.



  1. Select Visualforce page you just created

  2. Type in your Action Label and Name

  3. When done, please click save.


Now please add the Quick Action button to the Records Page Layout.

When done, please test your form in Salesforce1 mobile.


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