In this guide, we will explain how to create a Formyoula form link that can be embedded in email templates and other application. This link will open the Formyoula mobile application and start the form automatically. It is possible to pre-fill the form fields with information from your URL.

Please start by opening the form builder for the form you are looking to embed in your clickable link and copy the form Id from the browser URL.

Next, please open the Formyoula mobile web app and update the browser URL with the Form Id as demonstrated in the following screenshot. Please use the following syntax - “?form_id=5877d17c4c55400c00c4111f”

Opening the following URL will automatically launch the form you have specified in the link. Please make sure you are logged in to the Formyoula mobile app first before accessing the URL.

Additionally, you can pre-fill form fields with values from the URL link using the following syntax - “&b80c-c9b9-0149=Subject Test&9c1f-76fd-db65=Description Test&b5e4-0bce-b0f3=5002400000xeaqk”

When you open the URL, the form will start and pre-fill the fields you have provided via URL link. In the following example, we are pre-filling a Text, Text Area and a Hidden field. The Hidden field represents a Salesforce record Id that we want to use in our Formyoula Salesforce connection to update an existing record in Salesforce.

Please note, you can find the alphanumerical 9 character Formyoula field Id’s using the PDF Editor

Or inspecting the HTML on the page.

You can use the Formyoula form URL link in your Salesforce email templates. In the below example we have merged 3 Case object fields that will pre-fill the Formyoula form with our Case details.

Please note, you must URLENCODE text based fields that have spaces and special characters to make sure the URL is correctly constructed from the Salesforce merge fields. For example, from “{!Case.Subject}” to  “{!URLENCODE(Case.Subject)}”.

Using the URL link, you can choose to open the Formyoula native or web mobile application. If you have Formyoula installed on your iOS and Android device, please use the native application URL syntax, this will allow full offline operation.

Formyoula Native App URL Syntax - formyoula://?form_id=5877d17c4c55400c00c4111f&b80c-c9b9-0149={!URLENCODE(Case.Subject)}&9c1f-76fd-db65={!URLENCODE(Case.Description)}&b5e4-0bce-b0f3={!Case.Id}

Formyoula Web App URL Syntax - https://app.formyoula.com/mobile?form_id=5877d17c4c55400c00c4111f&b80c-c9b9-0149={!URLENCODE(Case.Subject)}&9c1f-76fd-db65={!URLENCODE(Case.Description)}&b5e4-0bce-b0f3={!Case.Id}

We can now test both URLs on our mobile device.

We have a Workflow rule created on our Salesforce that sends out an email notification to the Case Owner when a new Case is created. The email notification includes 2 links that will open the Formyoula form and pre-fill readonly form fields with the Case Subject, Description and Record Id.

New Case record on Salesforce.

Generates the following email notification that is sent to the Formyoula user.

Clicking on the first link will open the Formyoula native mobile app.

Clicking on the second link will open the Formyoula mobile web app.

We can now fill in the form using the Formyoula Native Mobile app.

When we submit the form, Formyoula will update the Salesforce Case record with Case Comments and Chatter File attachments.

For any questions, please contact us at support@formyoula.com