Salesforce Select Element for Record Assignments in the Field

In this guide we will demonstrate a mobile form that allows fieldworkers to select open job assignments from Salesforce. After opening the form mobile form users will be able to select an open job from a list of available jobs on Salesforce. After a jobs is selected it will pre-fill a number of fields on the form from information available on the Salesforce record. In this example we will be using a custom object called Jobs on Salesforce.


First you will need to create a Formyoula form called “Job Form”. You can do this by clicking on the “New Form” button on your Formyoula dashboard.


Next, drag and drop the “Salesforce Select” field on your form.



We will drag and drop all other necessary fields on our form, that will be mapped to our Salesforce fields on the Job object.



After all the fields are added click on the “Save & Close” button.



Add a Salesforce connection to your form by clicking on the “Add” or the “Create a Connection” button, or by selecting “Add/ Edit connections” from the “Actions” list.



Select Salesforce from the select list and click on the “Create Connection” button.



Select your standard or custom object, that you would like to link this form to, from the available “Salesforce Object” list and click on the “Save” button.



Copy the connection ID from the URL, while on the connection page. This will be used to pre-fill the form fields via the Salesforce Select Element.



Now go back to your form builders page by clicking on the your form name.


Capture.PNG


Click on the pencil icon on the “Salesforce Select” field.


Capture1.PNG


First select your standard or custom object from the available “Object” list, this will be used for the job records on your form. Next copy the connection ID into the “Autofill Connection ID” box, this will ensure to pre-fill the form fields based on the job selected.


You can add field API names to display additional information while selecting the job from the list. And you can filter what type of jobs will be displayed based on any field that is on your object, in this case we will be displaying all open jobs from our Job object list ( example: Field API name=’Field Value’ in this case Status__c=’Open’). When done apply changes.


When done go back to the dashboard.



Click on the cloud icon next to your form.


Capture2.PNG


Click on the newly created connection.


Capture3.PNG


First select the Salesforce Select field (in this case the field is named “All Open Jobs”) from the available list under the “Update based on lookup” section.


Capture4.PNG


Next create all the mappings you would like to display as prefilled on the form and that will be updated after the form submission.



When done click on the “Try form >>” button.



Select the newly created form.



Click on the Salesforce Select field to display the job list,



Select a job from the available list.



This will pre-fill the form fields based on the information you have for the particular job on your Salesforce record. Fill in the form, in this case we will edit the “Visit Notes” field and change the “Job Status” field from open to completed.


Now on Salesforce all the fields will be updated or will stay the same if no changes were made via the form.





Next time you will open the form and search for jobs, this particular record will not be included in the list, since the field “Record Filter” is set to display only open jobs.





If you have any questions, please email Support@Formyoula.com.

Salesforce

  1. Use Repeat Groups to Create Salesforce Child and Related Records on Your Mobile Forms
  2. Lead Capture With Business Card
  3. Create Salesforce Event with Multiple Attendees
  4. Common Salesforce Record Errors
  5. Testing Formyoula In Your Salesforce Sandbox
  6. Create Records on Custom Objects With Formyoula
  7. Lookups for Salesforce Orders and Contracts
  8. Salesforce Record Select List
  9. Salesforce Child Record Auto-Fill Using Repeat Groups
  10. Adding Salesforce Lookup Fields to Your Mobile Forms
  11. Convert Existing Salesforce Lead Into an Account, Contact, Opportunity and Followup Task
  12. Salesforce Select Element for Record Assignments in the Field
  13. Salesforce Select Child Record Filter
  14. Offline Event Registration
  15. Add Users To Campaigns During Events
  16. Display Images and Signatures in Salesforce
  17. Set Record Types with Hidden fields
  18. Pre-fill Formyoula forms with Salesforce Information
  19. Capture GEO Location in Salesforce
  20. Autonumber new Salesforce records with a unique Formyoula entry ID
  21. New Contact Creation and Attachment to Campaign as a Campaign Member
  22. Override Select List Options With Salesforce IDs
  23. Updating existing records in Salesforce with Lookups
  24. Salesforce Record Type Switching With Workflow Rules
  25. Record Customer Site Visit on Salesforce
  26. Salesforce From With Multiple Line Items Using Repeat Groups
  27. Conditional Salesforce Record Creation
  28. Update or Create a Contact and Attach to a New Campaign as a Campaign Member
  29. Displaying Additional Salesforce Information for Lookup & Select Fields
  30. Send Email After Each Form Entry is Captured
  31. Record & Display Images in Salesforce
  32. Record & Display Signatures in Salesforce
  33. Record Voice Files in Salesforce
  34. Formyoula Integration With Salesforce Chatter
  35. Add Salesforce Users to Your Formyoula Account
  36. Formyoula Salesforce Features
  37. Create a Workflow Rule that will pre-fill information from a related object
  38. Prefill form fields from Salesforce using URL merge parameters
  39. Capture Photos, Signatures And Sketches Offline
  40. Create Multiple Related Salesforce Records Using a Single Form
  41. Create Time Based Workflow Rule To Retry Failed Formyoula Files
  42. Create, Update and Find Records on Salesforce
  43. Online and Offline Salesforce Lookup Search
  44. Filter Salesforce Records Based on Formyoula User Email
  45. Store Formyoula form entries directly in your Salesforce organization
  46. Create Salesforce Chatter Files, Attachments and Documents using Formyoula Form Files
  47. Create a Salesforce Event Record Linked To Multiple Contacts
  48. Create Custom Lookup Search Result Fields

Feedback and Knowledge Base