This guide will explain how to update a fixed quantity field on Salesforce and display it on the PDF.
Drag and drop the following fields into a Repeat Group field: a Salesforce Lookup, a Salesforce Prefill, two Text, and a Hidden. Rename them accordingly.
Optional: Drag and drop a Header field and update the Header Text to give a header to your form.
Click the pencil icon of the Lookup field. Set Object and Display Additional Fields, here we are using Product object.
Click the pencil icon of the Salesforce Prefill field. And set Object, Formyoula Parent Field and Salesforce Parent Field as shown below.
Map the Form fields to the object fields as shown below. It will prefill the form fields with Salesforce field values.
Click the pencil icon of the Hidden field. Set a value as shown below and save the changes.
We will update this fixed quantity to the Salesforce and display it on the PDF.
Go to the Dashboard and create a Salesforce connection to update the QTY on Salesforce.
Click on 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 Object and click “Save and Continue”.
Map the QTY field with the object field.
Set the “Use Repeat Group” and “Update Based On Lookup” options under the “Salesforce record Settings”. Save the changes.
These options will update the existing records based on the Lookup field inside the Repeat field.
Create an email connection to send the repeat entries in the email body and as an email PDF attachment with a fixed quantity.
Click on 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 "Email" from the available connections list and click "Create Connection".
Add your email ID in the “To Email” field, and give a subject to your email. And set “yes” for the “Include Entry PDF Attachment option”.
We will show the repeat entries with a fixed quantity on the Email body in a table format.
Click the “Source” button and paste the code to display the form entries in table format.
Please use this code. And update the field ID’s as per your form.
<h2>Product Details</h2>
<p>{{#each bac1-9c69-a1cd}}</p>
<table align="left" border="1" cellpadding="1" cellspacing="0" style="width:100%;">
<tbody>
<tr>
<th>Product Name</th>
<th>Product Code</th>
<th>QTY</th>
</tr>
<tr>
<td>{{644e-501f-b776}}</td>
<td>{{cb61-14ac-eddc}}</td>
<td>{{a40d-2685-0cd0}}</td>
</tr>
</tbody>
</table>
<br><br>
<p>{{/each}}</p>We will update the PDF to show the repeat entries with a fixed quantity in the PDF attachment.
Go to the Dashboard. Click “PDF Editor” under “Actions”.
We will show the repeat entries with a fixed quantity on the PDF in table format.
Click the “Source” button and paste the code to display the form entries in table format.
Please use this code. And update the field ID’s as per your form.
<h2>Product Details</h2>
<p>{{#each bac1-9c69-a1cd}}</p>
<table align="left" border="1" cellpadding="1" cellspacing="0" style="width:100%;">
<tbody>
<tr>
<th>Product Name</th>
<th>Product Code</th>
<th>QTY</th>
</tr>
<tr>
<td>{{644e-501f-b776}}</td>
<td>{{cb61-14ac-eddc}}</td>
<td>{{a40d-2685-0cd0}}</td>
</tr>
</tbody>
</table>
<br><br>
<p>{{/each}}</p>Save all changes and test the form.
We will search products using the lookup field. and clicking the submit button will update a fixed quantity to Salesforce and display it on the email body and PDF.
Repeat entries with a fixed quantity on the Email body.
Repeat entries with a fixed quantity on the Attached PDF.
A fixed quantity is updated on Salesforce.
For any questions, please contact us - [email protected] or the Formyoula in-app chat 🙂