Delete Records Without Submitting The Form (Offline & Online)

This guide will explain how to delete a record 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 two “Text”, an “Email”, 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 Lookup” Field:

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

3. 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, 23f1-724b-a30d is the field ID of the Contact ID field.

• Paste the code for field mapping:

• Please use this example code:

{
  "attributes": {
    "type": "Contact"
  },
  "Name": "{{6691-f96b-52a4}}",
  "Id": "{{23f1-724b-a30d}}",
  "AccountId": "{{f540-b445-84e9}}"
}

• Please make sure to update the field IDs as per your form.
• Here, 6691-f96b-52a4 is the field ID of the Full Name (Text) field. 23f1-724b-a30d is the field ID of the Contact ID (Text) field. f540-b445-84e9 is the field ID of the Select Account (Lookup) field.

• Enable the “Delete Offline Record” option.

4. 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

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

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

6. Test Your Form:

• Find an account.
• It will display the related contacts.

• Expand a record.
• Click “Delete Record” and click the “Delete” button.
• It will delete the record.

• Then click “Next” to go to the next page.
• Search for that deleted contact.
• You will not be able to find that contact as it is deleted.

7. Connection Setup(optional):

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

Setup for Online Use

8. Initial Setup:

• Drag and drop a “Salesforce Delete Record” field outside the Repeat field at the very bottom of the form.
• Rename the field as needed.

9. Configuring The “Salesforce Delete Record ” Field:

• Click the pencil icon of the “Salesforce Delete Record ” field.
• Add “Salesforce Object Name”, “Salesforce Record ID”, and “Repeat Group For Entry Deletion” options.
• Here, 23f1-724b-a30d is the field ID of the Contact ID (Text) field.

bb9c-93f8-189a is the field ID of the Repeat field.

Note: In this example, we are using the Repeat prefill to prefill the related contacts in the Repeat group. Please check out this guide: https://guides.formyoula.com/public-guides/salesforce-child-record-auto-fill-using-repeat-groups

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