Create Offline Records

This guide explains how to create offline records. We will create a form with two pages: the first to show the records and the second to create a new record.

First Page-

1. Initial Setup:

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

• Drag and drop a “Text”, and an “Email” field inside a “Repeat” field onto your form.
• Rename the fields as needed.

• Drag and drop a “Navigation” field onto your form.
• Rename the field as needed.

2. Configuring The “JavaScript” Field:

• Click the pencil icon of the “JavaScript” field.
• Paste the code.

• Please use this code.
• Here, 3266-d503-ca72 is the field ID of the “Text” field on the second page named “First Name”.

if( formyoula.form_fields['3266-d503-ca72'].get('value') ){
formyoula.form_fields['Record Lookup'].trigger('change');
}

3. Configuring The “Salesforce Lookup” Field:

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

• Add a label for the “Delete Value Button” as shown below.

4. Configuring The “Repeat” Field:

• Click the pencil icon of the “Repeat” field.
• Click “Salesforce Pre-Fill”.

• Set “Object”, “Formyoula Parent Field”, and “Salesforce Parent Field”.

• Select a connection for “Autofill Connection”.
• Note: We will create a Salesforce connection in Step -10.

5. Configuring The “Navigation” Field:

• Click the pencil icon of the “Navigation” field.
• Set “Button Action” as “Next”.

Second Page -

6. Initial Setup:

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

7. Configuring The “Field Update Button” Field:

• Click the pencil icon of the “Field Update Button” field.
• Set “Field Updates” as shown below - ‘Salesforce Offline Record Update || event || run’

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

• Click the pencil icon of the “Salesforce Offline Record Update” field.
• Set “Select Salesforce Field” and enable the “Create Offline Record” option as shown below.
• Add the “Field Mapping JSON Data”.

• Please use this code.
• Please update the field IDs as per your Form.

{
    "attributes": {
        "type": "Contact"
    },
    "FirstName": "{{3266-d503-ca72}}",
    "LastName": "{{3248-de34-e281}}",
    "Email": "{{2620-b781-3340}}",
    "AccountId": "{{b67b-1f26-7d62}}"
}

9. Configuring The “Navigation” Field:

• Click the pencil icon of the “Navigation” field.
• Set “Button Action” as “Back”.
• Save the changes.

10. Creating The Salesforce Connection:

• Create a Salesforce Connection to prefill the Repeat field.
• Note: Please check out this guide to create Salesforce Connection in detail: https://guides.formyoula.com/public-guides/creating-form-connections

• Here, we are mapping the form fields inside the repeat field with the Object field.

11. Configuring The Form Setup:

• Click “Setup” on the form edit page.

• Enable Auto-Repeat.
• Disable Standard Navigation.
• Save the changes.

12. Test Your Form:

• Search for an Account.
• It will prefill the related contacts.
• Click the Navigation button ”Add Records”.
• Clicking on this will direct the user to the second page.

• Fill in the data to create records.
• Click the “Field Update Button” to create records.
• Click the “Back” button.

• It will prefill the record to the repeat group.

Example Form:

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