HTML Button Integration To Open A Linked Form

This guide explains how to add a custom HTML button to a Formyoula form that opens another form when clicked. This is useful for creating connected form workflows. Formyoula also supports forwarding created or updated Salesforce records offline to other forms.

1. INITIAL SETUP:

  • Drag and drop an “HTML” field onto your form.
  • Rename the field as needed.
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2. CONFIGURE THE “HTML” FIELD:

  • Click the pencil icon of the “HTML” field.
  • Paste the code.
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  • Please use this HTML code:
<button type="button" class="btn btn-primary" onclick="window.formyoula.event_trigger('form:open:new', { form_id: '68db9bf0c6025300156db824' })">Open Form</button>
  • Here, 68db9bf0c6025300156db824 is the template ID of the form that will open when the button is clicked.
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  • You can copy the template ID of a template from the form edit URL.
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3. TEST THE FUNCTIONALITY:

  • An HTML button will appear on the form, and when clicked, it will open a new form.
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Note: You can also customise the button label, colour, or style using Bootstrap classes.

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