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AdminGatis Kohanovskis (Support Manager, Formyoula.com)

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  1. Add ability to create a new Account if there are no results in a Salesforce Account Lookup field

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    2 comments  ·  General » Form Elements  ·  Admin →
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    AdminGatis Kohanovskis (Support Manager, Formyoula.com) commented  · 

    Hey @teempade04,

    Thank you for your comment.

    You can create multiple Object relations using Salesforce Lookup or Select fields on the form. You can filter the Lookups based on related or Parent records. Please see this guide that demonstrates this functionality - https://support.formyoula.com/knowledgebase/articles/666112-salesforce-select-child-record-filter

    Thank you again,
    Formyoula Support Team

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    AdminGatis Kohanovskis (Support Manager, Formyoula.com) commented  · 

    Hey Sara,

    Thank you for posting the idea.

    You can create or update one or multiple Object records with the same form submission. You can use a Lookup field to search for existing records and, if not found, then capture the necessary fields for a new record creation - https://support.formyoula.com/knowledgebase/articles/687687-update-or-create-a-contact-record

    Please let us know if you have any questions.

    Thank you again,
    Formyoula Support Team

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