Lookups are just one way to offer end users the ability to pick a Form Template.Remember, if you attempt to create a Form record without populating the necessary Form Lookups, the end user will experience an error. Because of this, you must anticipate any Form Lookups that will be necessary for any given Form Template that you select. Screen Flow are less flexible that the standard New Form visualforce page that comes out-of-box with Youreka.The final result is that the end user can click on the Quick Action, select a Form Template and Owner, and the Form record is created.Ĭonsiderations For Using Screen Flows For Form Creation.After creating, we added the Quick Action to the Property page layout. We then created a Quick Action that launches the flow.Finally, we automatically populate the Property lookup field on the newly created form object by using the recordId that is naturally brought in when launching a Flow from a quick action. We use the Form Template ID that was selected by the end user, as well as the User ID that was selected to populate the Owner ID field. After the screen element, we use a Create Record element to create a Form record.The Owner lookup technically utilizes the Originally Submitted By user lookup on the Form object, because the standard Owner ID attribute is not available in flow lookups.We began with a screen element, that allows the end user to select a Form Template (using a lookup element), as well as the Form Owner.Your flow will be unique to your use case, but here's an example that we've created. If you decide to use the Screen Flow option, you must create a Screen Flow in Salesforce setup. Screen Flows - Screen flows are great because they allow you to completely customize the user experience! They do have drawbacks, which we will discuss later in this article, but if you're looking for a way to easily pre-populate record IDs, design your own end user experience, and automate beyond Form creation, this option is great for you!.The downside is that the user experience cannot be customized, and template selection is limited (you would need a separate button for each type of Form Template). Youreka Lightning Components - Youreka's Lightning Components would let you create a streamlined user experience, pre-populate Form lookups, and even fill out the forms while still on the Property record page.Custom buttons - Custom buttons would allow you to create and launch new form records, and pre-populate lookups.The downside to this approach is that your form lookups are not pre-populated. The benefit here is that it is out-of-box, and a fairly simple interface.

The standard New Form button on the Forms related list.

For one reason or another, you feel as though it's important for end users to be able to create Forms directly from the Property record page. As part of your implementation, you intend to have end users fill out Forms which are linked to Property records. Suppose you had a custom object in your Salesforce environment called Property (Property_c). The benefit of doing this is that you can create custom user interfaces for generating one, or perhaps several form records.

One interesting way of creating Form records can be by using Salesforce Screen Flows. This includes quick actions, standard actions, declarative automation, apex, and more. This means that they can be created using all of the great tools that Salesforce offers us for inserting records into the database. Creating Forms with Salesforce Automationįorm records are just like any other record in Salesforce.These articles might be helpful before you read this one:

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