Formyoula Files enables Formyoula Salesforce and non-Salesforce users to submit images and signatures into Salesforce as Chatter files, attachments, and documents. You can choose how files are attached to Salesforce using the Formyoula Salesforce connections.
In this guide, we will explain how to use Formyoula Form Files to attach multiple photos using repeat as File on salesforce.
Please follow the steps below to enable Formyoula Files for Salesforce.
Install The Formyoula File Package on Your Salesforce:
Production: https://login.salesforce.com/packaging/installPackage.apexp?p0=04t58000000C7ID
Sandbox: https://test.salesforce.com/packaging/installPackage.apexp?p0=04t58000000C7ID
Create Example Form:
Drag and drop a Salesforce Lookup, a Text field, a TextArea field and a Select field. Rename the fields as shown below.
The text field will be used for the Photo file’s name.
The TextArea field will be used for the Photo file’s description.
Drag and drop a Repeat field, and a Photo field inside the Repeat field.
Click the pencil icon of the Salesforce lookup field, select Object and Display additional fields.
Click the pencil icon of the Select field, and fill in the below Select options, this will allow you to select what type of file needs to be created:
Attachment Chatter File File Document
Save & Close the form.
Next, we will add a Salesforce connection. Please click on “(Add)” under the “Connections” column or click on the “Create a Connection” button or select “Add/Edit Connections” from the “Actions” available list.
Select “Salesforce” from the available connections list and click “Create Connection >>”.
Select “Formyoula File” from the available Salesforce Object list and click “Save and Continue”.
Map the Form fields to the Formyoula File object’s fields in Salesforce.
Click the "Salesforce Record Settings" on the connection page.
Set your Repeat group in the "Use Repeat Group" option. Save Record Settings.
Try the Form. You can add multiple photos using the Repeat field.
It will attach multiple photos as Files on salesforce.
For any questions, please contact us - [email protected] or the Formyoula in-app chat 🙂