Salesforce Child Record Auto-Fill Using Repeat Groups

In this guide, we will explain how to create a form with repeat group pre­fill functionality that displays all child records based on a parent record found via the Salesforce lookup field. You will be able to update any of the child records.


The repeat group will be linked to a master field that will provide the Salesforce master record ID. For example, if the repeat group is listing Contact records the master record will be AccountId. If the repeat group is listing Tasks the master record will be WhatId or WhoId. Additional options will allow you to filter the related records and chose the Formyoula connection that will be used for field pre­fill.


1. Go to Formyoula.com and click “Sign In”.


2. Click “New Form”.


3. Click “Rename” to give your new form a name.


4. Drag and drop a Salesforce Lookup field from the “Salesforce” section. This will be used to search for existing Account records in Salesforce.


5. Click on the “pencil” icon and edit the Salesforce Lookup field. We will name the field label as “Find Account Record” and we will select “Account” from the available “Object” list.


6. Please save and close the form.


7. Please click on the “Actions” button and select the “PDF Editor” option.


8. Please find the Salesforce Lookup and copy the merged field ID.


9. Once copied, please go back to the form builder’s page by clicking on the form’s name.






10. Next, please drag and drop a “Repeat Group” element on your form from the “Select” section. Click on the “pencil” icon and add the necessary fields. Apply the changes when done.

  • First, please input the child Object name.


  • Next, please paste in the merged Salesforce lookup field ID in the “Formyoula Parent Field” tab.


  • Please input the Salesforce parent object’s API name in the “Salesforce Parent Field” tab.


11. Please drag & drop all the necessary fields for the child record update. Please include Hidden fields for the Record ID and Parent Record ID, this will be used for the existing record update.


12. Please save and close the form.



13. Click on “(Add)” under the “Connections” column or click on the “Create a Connection” button, or select “Add/Edit Connections” from the “Actions” available list.


12. Select “Salesforce” from the available connections list and click “Create Connection >>”.


13. Select “Contact” from the available Salesforce Object list and click “Save”.


14. Next, please select the repeat group section “Contact” under the “Use Repeat Group” section. This will ensure to create or update multiple records in Salesforce.


16. Save the record settings when done.


17. Please create all the necessary mappings for the Contact object including the Record ID and Parent Record ID (in this case Account ID) fields.


18. Next, please copy the 24 digit connection ID from the URL.


19. Next, please go back to the form builder and edit the repeat group field. Please paste in the connection ID in the “Autofill Connection” tab. This will be used for the child record prefill.



20. Please save and close the form once done.


21. Please click on the blue “Try” button next to the form. This will open the mobile web app.


22. Please select the newly created form.


23. Now, once we find an existing Account record by using the Salesforce Lookup field all the associated Contact child records will be automatically pre-filled in the repeat group sections.


For 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. Autonumber new Salesforce records with a unique Formyoula entry ID
  20. New Contact Creation and Attachment to Campaign as a Campaign Member
  21. Override Select List Options With Salesforce IDs
  22. Updating existing records in Salesforce with Lookups
  23. Salesforce Record Type Switching With Workflow Rules
  24. Record Customer Site Visit on Salesforce
  25. Salesforce From With Multiple Line Items Using Repeat Groups
  26. Conditional Salesforce Record Creation
  27. Update or Create a Contact and Attach to a New Campaign as a Campaign Member
  28. Displaying Additional Salesforce Information for Lookup & Select Fields
  29. Send Email After Each Form Entry is Captured
  30. Record & Display Images in Salesforce
  31. Record & Display Signatures in Salesforce
  32. Record Voice Files in Salesforce
  33. Formyoula Integration With Salesforce Chatter
  34. Add Salesforce Users to Your Formyoula Account
  35. Formyoula Salesforce Features
  36. Create a Workflow Rule that will pre-fill information from a related object
  37. Prefill form fields from Salesforce using URL merge parameters
  38. Capture Photos, Signatures And Sketches Offline
  39. Create Multiple Related Salesforce Records Using a Single Form
  40. Create Time Based Workflow Rule To Retry Failed Formyoula Files
  41. Create, Update and Find Records on Salesforce
  42. Online and Offline Salesforce Lookup Search
  43. Filter Salesforce Records Based on Formyoula User Email
  44. Store Formyoula form entries directly in your Salesforce organization
  45. Create Salesforce Chatter Files, Attachments and Documents using Formyoula Form Files
  46. Create a Salesforce Event Record Linked To Multiple Contacts
  47. Create Custom Lookup Search Result Fields
  48. Sign In As Another Formyoula User
  49. Setup Single Sign-On (SSO) with Formyoula and Salesforce
  50. Formyoula and Salesforce User Refresh Token Management
  51. Passing secure and sensitive data in a Formyoula URL using AES encryption
  52. Add PDF Attachments to Files or Notes & Attachments on Salesforce

Feedback and Knowledge Base