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.
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  1. Configuring The “Salesforce Lookup” Field:
  • Click the pencil icon of the “Salesforce Lookup” field.
  • Set “Object” and “Display Additional Fields” as shown below.
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  1. 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.
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  • Map the “Form Field” to the “Object Field” as shown below.
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  1. 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.
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Note: You can disable the Standard Navigation buttons using the following steps.

  • Click “Setup”.
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  • Check the “Disable Standard Navigation”.
  • Click “Save Changes”.
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  1. 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 ||
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  • Set “Field Updates Success”:
    • Submit || disabled || true
    • Next || disabled || true
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  • Set “Field Updates Fail”:
    • Submit || disabled || false
    • Next || disabled || false
  • Save the changes.
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  1. Test The Form:
  • Try your form.
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  • It will disable the Navigation buttons until PreFill is done.
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Example Form.json10.1KB

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