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.
Since the accountID and contactID values appear to be reaching the workflow, I would check the mapping between the URL parameters → Salesforce lookup → form fields.
In the Workflow, make sure:
- accountID and contactID are defined as URL Parameters and mapped to their corresponding workflow variables.
- The Salesforce Workflow Connector uses those variables in the Lookup a Record conditions.
- The Salesforce fields you want to retrieve are mapped to the correct Form Fields in the connector's Mapping section. A URL parameter only supplies the lookup value; it doesn't automatically prefill all related fields.
- If this is the first-form prefill, make sure the Salesforce Workflow Connector runs before the first Form Step.
- Also make sure you're testing with the actual published Workflow URL, not just the individual form URL. FormAssembly specifically recommends using the Workflow URL when the prefill connector is part of a workflow.
For example, the flow should be:
URL (accountID / contactID) → Workflow Variables → Salesforce Lookup → Salesforce fields → Form fields
If the IDs are coming through but only some fields are blank, I would first inspect the Lookup conditions and field mappings—that's the most likely place the issue is occurring.
Please Check Below Link:
https://help.formassembly.com/help/url-parameters?utm
https://help.formassembly.com/help/salesforce-workflow-connector?utm
https://help.formassembly.com/help/workflow-connector-step?utm
Hope This Helps!!
