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 choose the Formyoula connection that will be used for field pre­fill.

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

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  1. Click “New Form”.

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

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

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