Ability to pass in object id from Salesforce
Currently the only way to attach a form to an existing record is by adding a lookup field to the form. Having the ability to create a button or link in SF that would call the form and include the id of the object that relates to the form would be great. In our case we have an assessment that we are doing from an Opportunity and we are attaching the PDF to the object. By passing the ID of the Opportunity to the form it takes one less step out of the hands of the user.
Chris Morgan
shared this idea
Hey Chris,
Thank you for the great suggestion.
We have released a new feature that allows users to open Formyoula forms from the Salesforce Desktop and the Salesforce Mobile app using Customs Buttons or Quick Actions.
Pease see below demo videos on how forms can be launched from:
- Salesforce Desktop – https://www.youtube.com/watch?v=pOB6EF3Ymy4
- Salesforce1 mobile – https://www.youtube.com/watch?v=CQQcQLf_aro
If you have any questions, please let me know.
Thank you and have a great day,
Kristina
-
AdminFormyoula
(Support, Formyoula.com)
commented
Hey Fatimata
Thank you for your message.
We have published a step by step guide on how to setup Salesforce Quick actions with Formyoula mobile apps - http://support.formyoula.com/knowledgebase/articles/387758-salesforce1-quick-action-menu-formyoula-forms
If you need anything else, please let me know.
Thank you again and have a great day,
Richard -
Fatimata
commented
Hi kristina,
Could you please provide examples an how you configure the Salesforce quick action?
Thank you for your help,
Fatimata -
Michael
commented
What's the update on this?