In this guide, we will explain how to pre-fill multiple Object records on your Formyoula form by selecting a single Parent Case record.
Form Setup:
- Please Drag&Drop two Salesforce Lookups and two Salesforce Pre-Fill on the form. One set will be used for the Case Object and one for the Opportunity Object:
[Optional] We can also add any fields from the Case and/or Opportunity Object that needs to be pre-filled on the form.
- Please edit the Case Pre-Fill field. Set the Case Lookup as the Formyoula Parent, and the Case ID as the Salesforce Parent field:
- On the Case Pre-Fill, we will pre-fill the Opportunity Lookup field and any other fields based on your requirements:
- Next, please edit the Opportunity Pre-Fill by setting the Opportunity Lookup as the Formyoula Parent field and the Opportunity ID as the Salesforce Parent field:
- On the Opportunity Pre-Fill we can create field mappings to pre-fill any fields based on your requirements:
- Next, please add a Salesforce Lookup for the Price Book Object and a Salesforce Pre-Fill for the Opportunity Line Item Object, as well as any necessary fields that should be pre-filled on the form:
- On the Opportunity Product Pre-Fill, please select the Opportunity Lookup as the Formyoula Parent field, and Opportunity ID as the Salesforce Parent field:
- Please map the necessary Product fields on the Salesforce pre-fill:
- Product Lookup - Price Book Entry ID
- Quantity - Quantity
- Price - List Price
- We can use a filter on the Salesforce Pre-Fill to filter and display the necessary Opportunity Product. For example:
Form Example
Now, once we start the form and find a Case record, all the data will be automatically pre-filled on the form, including the Case record fields, Opportunity and Opportunity Product record:
You can import the attached example form in your Formyoula instance - https://app.formyoula.com/templates/import
Case, Opportunity And Opportunity Product.json17.3 KiB
For any questions, please contact us - [email protected] or the Formyoula in-app chat 🙂