Salesforce Select Child Record Filter

In this guide, we will demonstrate how you can create a related record select list. For example, you can create a list of Contacts, Opportunities or Cases related to an account on Salesforce.


We will use the filter option on the Salesforce Select List element to display only the Contacts that are related to a specific Account record that will be found via the Salesforce Lookup element.


Please note that the child record filter will work only in online mode as the information is pulled back directly from Salesforce in real time!


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



2. Click “New Form”.



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



4.  Forms can have multiple pages. We will leave one with the standard name “Details”.



5. Drag and drop the fields on your form. First we will add a Salesforce Lookup element. This will be used to find an Account record.



6. Click on the “pencil” icon to edit the field. Select the “Account” from the “Object” drop down list. This will allow you to search for Account records on Salesforce when using the Lookup element. Rename the label as needed. Apply the changes when done.


7. Next, drag and drop a Salesforce Select element on your form.



8. Click on the “pencil” icon to edit the field. Select the “Contact” from the “Object” drop down list. This will allow you to list Contact records from Salesforce when using the Select element. Rename the label as needed. Apply the changes when done.



9. Drag and drop any other fields you need for your particular use case.



10. Click “Save & Close” to save your form.


11. Next, we will need to get the Formyoula Salesforce Lookup field ID to use it in the Select element filter. Select the “PDF Editor” from the “Actions” drop down list on your Dashbaord.



12. Select the Lookup field, in this case the field is named “Find Account”, and copy the ID.



13. Next go back to the dashboard and click on your form name to return to the form builder.



14. Click on the pencil icon on the Salesforce Select element and insert this syntax in the “Record Filter”: AccountId = '{{Merged Lookup Field}}' , in this case: AccountId = '{{570f-ba80-3af3}}'. Apply the changes when done.



15. Click “Save & Close” to save your form.



16. Click on the “Try” button next to the form. This will open the mobile web app.




17. Select the newly created form.



18. Use the Lookup element to find an Account record in Salesforce.



19. Next click on the Select element and it will display a drop down list with all Contact records that are related to the Account record you selected via the Lookup element.



20. Submit the form when finished.



[Optional] You can use the JavaScript element to refresh the Salesforce Select Child Record if you change the record on the Salesforce Lookup field.


1. Please drag and drop the JavaScript element.



2. Please edit the field and add the following code:


window.formyoula.form_fields['Find Account Record'].on('change:value', function(){

 window.formyoula.form_fields['Find Contact Record'].set( { value: '', name: '' } );

});



Please change the ‘Find Account Record’ and “Find Contact Record’ values to your Salesforce Lookup and/or Select field labels.





For any questions, please contact us - 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

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