Create A New Task On Page Load And Update The Status By Checking The Check Box

In this guide, we will explain how to create a new Task with the status “Open” upon Page load and checking the Check Box will update the Task status to “Closed”.

  1. Initial Setup: Drag and drop two “Salesforce Create Record” fields, three “Hidden” fields, and a “CheckBox” field onto your form. Rename these fields as needed.
image
image
  1. Configure Hidden Fields: Update the "Value" of the Hidden fields as required.
image
image
image
  1. First “Salesforce Create Record” field:
  • Click the pencil icon of the first "Salesforce Create Record" field.
  • Fill in the "Object Name" and "Salesforce Record Create Success Message".
  • Enable the "Create Record On Page Load" option.
image
  • Map the Formyoula field with the Salesforce field.
  • Note: {{1be3-8f12-cbc9}} is the Field ID of the Hidden field labelled "Status Open"
image
  1. Second "Salesforce Create Record" field:
  • Click the pencil icon of the second "Salesforce Create Record" field.
  • Fill in the "Object Name" and "Salesforce Record Create Success Message".
  • Set "Formyoula Parent Field" and fill in "Formyoula Parent Field Value" as needed.
  • Note: Checking the checkbox will trigger this field.
image
  • Map the Formyoula fields with the Salesforce fields.
  • {{468d-66f9-f0e5}} is the Field ID of the Hidden field labelled "Comment".
  • {{92e9-2bd8-0bcd}} is the Field ID of the Hidden field labelled "Status Closed".
  • {{41ea-6ce8-1b0f}} is the Field ID of the first “Salesforce Create Record” field.
  • Save the changes.
image
  1. Test the Form:
  • The form will create a new task with the status "Open" upon page load.

image
  • Checking the checkbox will update the task status to "Closed".
image

For any questions, please contact us - [email protected] or the Formyoula in-app chat 🙂