I'm having trouble setting up URL parameters. We are using a Workflow with Pre-fil, Form, PayPal Connector, and post-connector for our new member application.
I set up unsecure URL parameters for accountID and contactID to look up information for the Organization and Contact.
I did some initial testing using the workflow publish link and manually adding a contact and account id to test with. All information pre-populated without an issue and the workflow successfully completed.
But when I took the publish URL and linked it to the users Salesforce page to test how that link would work, none of the information pre-fills. When I copy and paste the URL in a Word doc it does appear the contact and account ids are getting passed through but for some information the information isn't pre-filling.
What am I missing? Thanks for any insight.
Glad to hear the URL parameter issue is resolved!
For the PayPal issue, I would check the saved authorization first. In the PayPal Workflow Connector, Sandbox and Production are separate environments, and a Production authorization should show as Production, not Sandbox.
I would recommend:
- Go to the Authorization tab and create a New Authorization.
- Select Production and authorize using the live PayPal account.
- Save the new authorization and make sure the connector is using this Production authorization.
- If the existing authorization still shows Sandbox, use Manage/External Authorizations to reauthorize or replace it.
If it still shows Sandbox after creating a new Production authorization, it may be worth contacting FormAssembly Support, since the Production connection should be identified as Production.
https://help.formassembly.com/help/paypal-workflow-connector?utm
https://help.formassembly.com/help/workflow-native-connectors?utm
If you find this helpful and it resolves the issue, please consider marking the answer as accepted so it can help other community members facing a similar issue.
Hope this helps!
