Ability to auto populate form fields based on lookups
It would be great if some of the fields on the form could be pre-filled based on a lookup. For example contact details like email and phone can be auto populated when you select an entry on the lookup popup.
2
votes
AdminFormyoula
(Support, Formyoula.com)
shared this idea
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AdminFormyoula
(Support, Formyoula.com)
commented
Hey there,
Thank you for your question.
You are correct. We support form auto population with information from Salesforce. Please see this demo video and guide that demonstrates this functionality - http://support.formyoula.com/knowledgebase/articles/404713-pre-fill-formyoula-forms-with-salesforce-informati
Please let us know if you have any other questions by sending us an email to support@formyoula.com.
Thank you again,
Formyoula team -
Anonymous
commented
If it's "completed" does that mean that it works?