Disabling The Navigation Buttons Until Salesforce PreFill Is Done

This guide will explain how to disable the Form Navigation buttons until the Salesforce PreFill is done.

1. Initial Setup:

• Drag and drop a “Salesforce Lookup”, a “Salesforce Prefill”, two “Text”, two “Navigation”, and a “Field Update Workflow” field onto your form.
• Rename the fields as needed.

2. Configuring The “Salesforce Lookup” Field:

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

3. Configuring The “Salesforce Prefill” Field:

• Click the pencil icon of the “Salesforce Prefill” field.
• Set “Object”, “Formyoula Parent Field”, and “Salesforce Parent Field” as shown below.

• Map the “Form Field” to the “Object Field” as shown below.

4. Configuring The “Navigation” Fields:

• Click the pencil icon of the “Navigation” field.
• You can set the “Button Action” as needed.
• Here, we are setting the button action as “Next” for the first “Navigation” field and as “Submit” for the second “Navigation“ field.

Note: You can disable the Standard Navigation buttons using the following steps.

• Click “Setup”.

• Check the “Disable Standard Navigation”.
• Click “Save Changes”.

5. Configuring The “Field Update Workflow” Field:

• Click the pencil icon of the “Field Update Workflow” field.
• Set “Rule Criteria”:
• First Name || equals to ||
• Last Name || equals to ||

• Set “Field Updates Success”:
• Submit || disabled || true
• Next || disabled || true

• Set “Field Updates Fail”:
• Submit || disabled || false
• Next || disabled || false
• Save the changes.

6. Test The Form:

• Try your form.

• It will disable the Navigation buttons until PreFill is done.

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