I want external users to fill out a form and submit. The external user will receive an email with the information submitted and SF internal user will receive email regarding new form.
I created the object and most fields (for now) for the web page.
In Digital Experience, I can't select the object to add the fields. I'm not sure if this is correct.
How do I create the web page so external user can enter their information?
Thank you in advance.
Hi Dasiny,
You can build this using an Experience Cloud site and a Screen Flow. You don't necessarily need to expose the custom object directly on the Experience site.
A common approach is:
- Create a Screen Flow with the fields you want the external user to complete.
- Add the Flow to an Experience Cloud page.
- Configure the external user's permissions for the Flow and the records/fields it needs to access.
- Have the Flow create the record in your custom object.
- Use Flow email actions (or an Email Alert) to send a confirmation to the external user and notify the appropriate internal users.
If you are trying to use the standard object's record/detail components in Digital Experiences, the object may not appear because of the site's object/permission configuration.
Also, make sure you consider guest-user security carefully if the form is intended to be available without login.
If you can share whether these users are guest users or authenticated Experience Cloud users, and which Experience Cloud template you're using, it would be easier to suggest the exact setup.
