This guide will explain how to filter form templates based on Salesforce Objects. We will use a helper form that allows checking/filtering form templates based on the Salesforce Object connections.
- Click this link to access the helper form - https://app.formyoula.com/online_v5/66bf3ada140df600157a0a37
- This will display all the forms you have full access to.
![image](https://prod-files-secure.s3.us-west-2.amazonaws.com/3ca17537-c27b-4c20-9ae8-7036f794b8be/1726af87-3272-4bb4-b10d-b05c5d16ee34/image.png?X-Amz-Algorithm=AWS4-HMAC-SHA256&X-Amz-Content-Sha256=UNSIGNED-PAYLOAD&X-Amz-Credential=AKIAT73L2G45FSPPWI6X%2F20241231%2Fus-west-2%2Fs3%2Faws4_request&X-Amz-Date=20241231T160131Z&X-Amz-Expires=86400&X-Amz-Signature=9f05397f3381fc0f8b435004f8fb063cfc9b7b129d957190c8d18a5550f201a7&X-Amz-SignedHeaders=host&x-id=GetObject)
- You can search or filter the connections as per requirements.
![image](https://prod-files-secure.s3.us-west-2.amazonaws.com/3ca17537-c27b-4c20-9ae8-7036f794b8be/bd71f1dc-9884-48d4-b756-dd2eabb2e57d/image.png?X-Amz-Algorithm=AWS4-HMAC-SHA256&X-Amz-Content-Sha256=UNSIGNED-PAYLOAD&X-Amz-Credential=AKIAT73L2G45FSPPWI6X%2F20241231%2Fus-west-2%2Fs3%2Faws4_request&X-Amz-Date=20241231T160131Z&X-Amz-Expires=86400&X-Amz-Signature=edf81c213ecbe3f74bfabab9004e5cb8f47c53299d285cde73f21cbf9a805f8a&X-Amz-SignedHeaders=host&x-id=GetObject)
- Clicking the "Edit Connection" button will open the connection page for the particular form.
![image](https://prod-files-secure.s3.us-west-2.amazonaws.com/3ca17537-c27b-4c20-9ae8-7036f794b8be/e140994e-7440-4a31-9dab-7c358bf4010e/image.png?X-Amz-Algorithm=AWS4-HMAC-SHA256&X-Amz-Content-Sha256=UNSIGNED-PAYLOAD&X-Amz-Credential=AKIAT73L2G45FSPPWI6X%2F20241231%2Fus-west-2%2Fs3%2Faws4_request&X-Amz-Date=20241231T160131Z&X-Amz-Expires=86400&X-Amz-Signature=67d5e20ecdc9bd9da46ae4b6613727f8c4769c49dfcf8b0ba5d73b67dfffad4f&X-Amz-SignedHeaders=host&x-id=GetObject)
For any questions, please contact us - [email protected] or the Formyoula in-app chat. 🙂