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