Open New Form From Repet Group And PreFIll Form Fields

This guide will explain how to open a new form from a repeat group entry and share fields from the repeat entry to the new form. For example, the repeat group can load existing Salesforce records and clicking a “View Existing Report” button will open a new form and prefill details from the repeat. We can trigger a Salesforce PreFill on the new form based on the shared record IDs

We drag and drop a Navigation field inside the repeat and set the Button Action to Cancel And Close Form.

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Under the Open New Form section, we provide the new form template ID and the fields we want to map and prefill on the newly opened form.

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