Hey Folks,
We are having all of the organizations we work with currently and in the future fill out a partner agreement form. The fields in the form will update the organzation's Account record. I have created the form in the Native Forms App and I am looking to use an "action" to send the form to our partners. When I try creating the action, it says that conditions are required. Does anyone know if there is a standard condition that I need to set up? Do I need for all of my questions/fields be answered? Do I need to create a trigger first for the Account Object? Do I need to create a workflow? I am at a loss. Any help would be great
#Salesforce Admin #Forms
Sincerely,
Taylor H.
, Hope this helps -
In Native Forms, when you're setting up an action to send a form, the system typically requires a condition to determine when or to whom the form should be sent. Here’s how you can approach it:
- Condition Requirement: Yes, you’ll need at least one condition set. It doesn’t have to be super complex — something like Account: Record Type equals Partner or Account: Status equals Active can work. This just helps Native Forms know which records to apply the action to.
- Do All Fields Need to Be Answered? Not necessarily — unless you’ve marked fields as required in your form. The action itself doesn’t depend on whether all fields are filled, just that the condition for triggering the action is met.
- Do I Need to Create a Trigger on the Account Object? Not unless you're trying to automate something after the form is submitted (e.g., triggering a flow or updating another object). For just sending the form via action, you shouldn’t need a custom trigger.
- Do I Need a Workflow? Again, only if you want to perform something like a follow-up email, task creation, or status change after the form is submitted. It’s optional depending on your process.
