Salesforce Table Button To Open A New Form

This guide will explain how to open a new form using the Salesforce Table button.

We will create two forms, the first with a clickable table button and the second to launch a form with a pre-filled record ID.

The First Form -

It will show the Opportunities on the Salesforce table, and a clickable button will launch the second form.

  1. Initial Setup:
  • Drag and drop a “Salesforce Table” and a “JavaScript” field onto your form.
  • Rename the fields as needed.
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  1. Configuring The “Salesforce Table” Field:
  • Click the pencil icon of the “Salesforce Table” field.
  • Set “Object” and “Select Table Column” as shown below.
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  • Update the “Custom Table Columns” options as shown below.
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Note: Please check out this guide on how to use the “Salesforce Table” field- https://guides.formyoula.com/public-guides/salesforce-table-field

  1. Configuring The “JavaScrip” Field:
  • Click the pencil icon of the “JavaScrip” field.
  • Paste the code.
  • Save the changes.
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  • Please use this code.
//Listen to SFDC Table row button clicks
$( 'body' ).on( 'click', '.formyoula-SalesforceTable-row-button', function() {
    // Get the value of the clicked button
    var record_id = $( this ).val();
    // Open a new window with the Formyoula URL, passing the button value as a parameter
    window.open( 'https://app.formyoula.com/mobile?auto_sign_in=true&form_id=668e0e82822f6c00157f1378&7531-221d-c221=' + record_id );
  } );

The Second Form -

It will launch by clicking the table button on the First form and will prefill the record ID in the Lookup field.

  1. Initial Setup:
  • Drag and drop a “Salesforce Lookup” field onto your form.
  • Rename the field as needed.
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  1. Configuring The “Salesforce Lookup” Field:
  • Click the pencil icon of the “Salesforce Lookup” field.
  • Set “Object” and “Display Additional Fields” as shown below.
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  1. Test Your Form:
  • The First form will show the Opportunities.
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  • Clicking the table button will open the second form with the pre-filled record ID.
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For any questions, please contact us - [email protected] or the Formyoula in-app chat. 🙂