This guide will explain how to use the custom attributes and the country System Merge field in SFDC filters and HTML merge.
We will add a custom attribute on the Formyoula Users page and use the System Merge fields in Salesforce Select field Record Filter and HTML merge.
Add a custom attribute for the user on the Formyoula users page with the necessary user's country.
Go to the Users page using this link- https://app.formyoula.com/users
Click the down arrow under “Quick Actions” and then click Edit.
Add a custom attribute for the user with the necessary user's country. And update the user details by clicking “Update User”.
{"Country":"United States"}
Use the System Merge fields in Salesforce Select and HTML fields:
Go to the Forms. Drag and drop a Salesforce Select and an HTML field.
Click the pencil icon of the Salesforce Select field. Add the following record filter and save the changes.
BillingCountry = '{{Country}}'
Click the pencil icon of the HTML field and paste the code(System Merge fields). Save the changes.
Please use the below code:
<h3>{{Formyoula_User_Country}}</h3>
<h3>{{Country}}</h3>When the user will try the form. It will filter the Salesforce Select field and will show the System Merge field values.
For any questions, please contact us - [email protected] or the Formyoula in-app chat 🙂