In this guide, we will explain how to add custom user attributes and filter Salesforce records based on these attributes.
Custom Attribute Page
1) Please use the below link to open the custom user attribute page:
2) Please add a new custom attribute:
3) Please add the new custom attribute values to the necessary users. Multiple values should be comma-separated:
Filtering Salesforce Records
Please add the below filter on a Salesforce form field with the following syntax - Salesforce_field__c IN ( ‘{{AttributeName}}’ )
- District__c IN ( ‘{{District}}’ )
For any questions, please contact us - [email protected] or the Formyoula in-app chat. 🙂