Navigation With Multiple Options

This guide will explain how to navigate with multiple options to update a Case object status and close the form.

1. Initial Setup:

• Drag and drop a “Salesforce Lookup”, a Hidden, a “Popup Field Section”, two “Field Update Workflow, and an “Auto Submit” field.
• Rename the fields as needed.

2. Configuring The “Salesforce Lookup” Field:

• Click the pencil icon of the “Salesforce Lookup” field.
• Set “Case” as “Object”.
• Select “Display Additional Fields”.

3. Configuring The “Popup Field Section” Field:

• Click the pencil icon of the “Popup Field Section” field.
• Update the “Popup Title” as needed.
• Select the “Popup Section Fields”.
• Here, we are selecting both “Field Update Buttons” fields.

• Optional: You can style your Popup button using the options below.
• Note: Please check this guide to set up an icon-based floating button: https://guides.formyoula.com/public-guides/setup-an-icon-based-floating-button

4. Configuring The First “Field Update Button” Field:

• Click the pencil icon of the first “Field Update Button” field.
• Set “Field Updates”:

‘Status || value || Closed’

‘Auto Submit || event || run’

5. Configuring The Second “Field Update Button” Field:

• Click the pencil icon of the second “Field Update Button” field.
• Set “Field Updates”:

‘Status || value || Working’

‘Auto Submit || event || run’

6. Configuring The “Auto Submit” Field:

• Click the pencil icon of the “Auto Submit” field.
• Set “None” as “Action Type”.
• Set “Submit” as “Action”.
• Save the changes.

7. Form Setup page:

• Click “Setup”.

• Select the “Disable Standard Navigation” option.
• Save the changes.

8. Establishing A “Salesforce” Connection:

• Click the "Add" button under the "Connections" column or press on the "Create a Connection" button under the "Next Step" column or select "Add/ Edit Connections" from the "Actions" list.

• Select "Salesforce" from the available connections list and click "Create Connection".

• Select the Salesforce Object and click “Save and Continue”.

• Map Formyoula “Hidden” field to the Case object “Status“ field.

• Click “Salesforce Record Settings”.

• Set “Record Lookup” under the “Update Based On Lookup” option.
• Save the changes.

9. Test The Form:

• Try the form.

• Search for a case.

• Click the “Submit” button.

• It will give you two options.
• Click the “Save and Close the Case” button.

• It will update the case status as “Closed”.

• Or click the “Save and Keep the Case Open” button.

• It will update the case status as “Working”.

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