Creating A Task Record With One Form And Updating It With A Different Form

In this guide, we will create a Task record with one form which will launch a different form that allows updating the newly created Task record.

Form and connection creation:

  1. Please create a form for new Task record creation (Create New Task Record):

We will use a Contact Lookup, Subject and Description fields:

image
  1. Please create a Salesforce connection for the Task Object:
image
  1. Next, we will create a new form that allows updating the Task record created by the previous form (Update Task Record):
    1. We will use Subject and Description fields that will be pre-filled and will allow updating the record in Salesforce.
    2. We will use two Hidden fields for “Task Subject” and “Task Record ID” fields.
    3. We will use a Salesforce Pre-Fill to fetch the previously created Task record details.
image
  1. The Salesforce Pre-Fill will use the Hidden Task Subject as the parent field, and we will pre-fill the Task Subject, Description and Record ID fields:
image
  1. Please create a Salesforce connection for the Task Update form:
image

Setup to launch a new form on submit:

  1. On the “Create New Task Record” form, please click on the setup fear icon and check the “Disable Standard Navigation” option:
image
image
  1. Please drag&drop a Navigation field on the bottom of the page:
image
  1. Please edit the Navigation field and add the “Update Task Record” form ID under the “Open New Form” settings:
image

The form ID can be copied from the URL while on the form builder page:

image
  1. Next, we will pre-fill the “Hidden Task Subject” field on the “Update Task Record” form:
image
  1. New Form Field Id - this is the “Hidden Task Subject” field on the “Update Task Record” form and should not be enclosed in brackets:
image

b. Merge Field Value - this is the “Task Subject” field from the “Create New Task Record” and it should be enclosed in double curly brackets:

image

Live form example:

Now we can create a new Task record via the first “Create New Task Record” form:

image
image

And once we submit the first form, a new form will be automatically launched and pre-filled with the Task record details. We can update the details which reflect on the updated Task record:

image
image

Example forms attached:

Create New Task Record.json6.6KB
Update Task Record.json7.2KB

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