Clear The Lookup Field Value If The User Navigates To The Back Page

This guide will explain how to clear the Lookup field if the user navigates to the back page.

  1. Initial Setup:
  • Drag and drop a “Field Update Workflow” field onto the first page of the form.
  • Rename the field as needed.
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  • Drag and drop a “Salesforce Lookup” field onto the second page of the form.
  • Rename the field as needed.
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  1. Configuring The “Field Update Workflow” Field:
  • Click the pencil icon of the “Field Update Workflow” field.
  • Set “Rule Criteria” to ‘Account Lookup|| not equal to || ‘.
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  • Set “Field Updates Success” to ‘Account Lookup || value|| ‘.
  • Save the changes.
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  1. Configuring The “Salesforce Lookup” field:
  • Click the pencil icon of the “Salesforce Lookup” field.
  • Set “Object” and “Display Additional Fields” as shown below.
  • Save the changes.
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  1. Test the form:
  • Select an account on the second page.
  • Clicking the back button will clear the “Salesforce Lookup” field value.
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