Create And Look Up Records Without Submitting The Form (Offline & Online)

This guide will explain how to create a record on one page and look it up on another without submitting the form, whether you're online or offline.

Setup for Offline Use

1. Initial Setup:

• Drag and drop a ”Salesforce Lookup” field onto your form.
• Rename the field as needed.

• Drag and drop a ”Select”, two “Text”, a “Salesforce Offline Record Update”, and a “Field Update Button” field inside a “Repeat” field onto your form.
• Rename the fields as needed.

• Add a new page on your form.
• Drag and drop a ”Salesforce Lookup” field.
• Rename the field as needed.

2. Configuring The “Salesforce Offline Record Update” Field:

• Click the pencil icon of the “Salesforce Offline Record Update” field.
• Add the “Select Salesforce Field” and “Record ID” options.
• Add the “Record Lookup” field (Second page) under the “Select Salesforce Field” option.
• Here, 2b5e-1afb-7fce is the field ID of the Account Lookup field.

• Paste the code for field mapping:

• Please use this example code:

{
    "attributes": {
        "type": "Contact"
    },
    "Salutation": "{{c754-82d7-d024}}",
    "FirstName": "{{9ecb-f96e-288d}}",
    "LastName": "{{2caa-15b2-fa78}}",
    "AccountId": "{{2b5e-1afb-7fce}}"
  
}

• Please make sure to update the field IDs as per your form.
• Here, c754-82d7-d024 is the field ID of the Salutation (Select) field. 9ecb-f96e-288d is the field ID of the First Name (Text) field. 2caa-15b2-fa78 is the field ID of the Last Name (Text) field. 2b5e-1afb-7fce is the field ID of the Select Account (Lookup) field.

• Enable the “Create Offline Record” option.

3. Configuring The “Field Update Button” Field:

• Click the pencil icon of the “Field Update Button” field.
• We will use this button to trigger the “Salesforce Offline Record Update” field.
• Add “Field Updates”:

Salesforce Offline Record Update || event || run

4. Configuring The “Salesforce Lookup” Field On Second Page:

• Click the pencil icon of the “Salesforce Lookup” field.
• Set “Object” and “Display Additional Fields”.

5. Test Your Form:

• Find an account.
• Add details to create contact.
• Click the “Create Contact” and “Confirm” button.
• Then click “Next”.

• Search for that created contact.

6. Connection Setup(optional):

• You can set up a Salesforce connection if you want to push the records to Salesforce.
• Please check out this guide - https://guides.formyoula.com/public-guides/connect-your-forms-with-salesforce-objects

Setup for Online Use

7. Initial Setup:

• Drag and drop a “Salesforce Create Record” field before the “Field Update Button” field inside the “Repeat” field.
• Rename the field as needed.

8. Configuring The “Salesforce Create Record ” Field:

• Click the pencil icon of the “Salesforce Create Record ” field.
• Add “Salesforce Object Name”.
• Add a success message (optional).

• Map the fields.
• Make sure to use the field API name under the “Salesforce Field” option.
• Here, c754-82d7-d024 is the field ID of the Salutation (Select) field. 9ecb-f96e-288d is the field ID of the First Name (Text) field. 2caa-15b2-fa78 is the field ID of the Last Name (Text) field. 2b5e-1afb-7fce is the field ID of the Select Account (Lookup) field.

9. Configuring The “Field Update Button” Field:

• Click the pencil icon of the “Field Update Button” field.
• Add one more “Field Updates” to trigger the “Salesforce Create Record” field.

Salesforce Create Record || event || run

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