Does anyone know how to use record id to filter prefill in form assembly
Contact(parent) and applications(child) if a person applies for multiple applications how do we filter in form assembly prefill connector?
Else, anyone know how to pass the record id from experience cloud to form assembly prefill connector?
#FormAssembly Integration #FormAssembly Web Forms #FormAssembly App #FormAssembly #Experience Cloud
I have FormAssembly hooked up to a SIT environment and I'm trying to set it up so that when a Contact is searched and selected, that Contact's Account is populated as well - but Account Name isn't an option, only Account ID is available (in addition to other Contact fields like Title, Email, etc.). Any ideas on how to make the Account Name show?
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Hey @Lindy Hewitt, not sure if the salesforce formula fields are visible on the search results in formassembly, but you can try creating a formula field on the Contact object in salesforce and get the Account Name.
Then refresh the schema in Formassembly to bring the newly created metadata in salesforce to be available in formassembly and then try searching for that new field
Hi everyone,
I'm trying to configure my form to make Salesforce and PayPal work together, following the exact steps in this article:
I have created an Apex PayPal Notification class with the code provided in the article, created a visualforce page as the apex PayPal notification endpoint.
The IPN Handler page is located at:
https://partialsb1-asiasocietyaustralasia.cs75.force.com/apex/IPNHandler
This is also the URL set in the IPN notification field in the form PayPal connector setup.
However it's not working as expected. Except for the FormAssemblyID field, the PayPalInfo and the 'paid' checkbox fields are not populated. FormAssembly support team has not been able to resolve the issue. Really appreciate if i could get some help.
Hi @Jaimie Dang we were having issues and I think it is just that the messages were Disabled in the Paypal Notifications for IPN. I've Enabled again and am keeping an eye on it.
I am trying to think through my first FormAssembly form. It is a membership form. There may be an explicit renewal (via an ID in a hidden field), or it may be an implicit renewal, presented as new membership. Or it may be a new membership. It may be for an organization/account, or for a contact.
The connector is starting to feel like a nightmare. If lookup for the account fails, then create an account. If it's an individual membership, we first look up the contact, and if that doesn't work, the contact needs to be created and the household along with it.
Once that's all sorted, the opportunity, opportunityLineItems (oh yes!) and payment all need to be created. Based on what I understand of the connector, this part will need to be specifed several times depending on how the account and contact are looked up/created. If the account is found by lookup (all the steps for opportunity, OLI, payment), if the Contact is found by lookup (all the steps for opportunity, OLI, payment), if the account and contact are created anew (all the steps for opportunity, OLI, payment).
Is there a clear path through all of this? Linked forms or workflows or something? At this point, I'm considering just creating a custom object in Salesforce to receive all of the form data, then using Apex or Flow to handle the logic of locating and creating the records I need to complete the purchase in SF. It becomes difficult for the end user to, say, add a field for data collection, but if that field is mapped 3 places in the connector, it's not very user-serviceable to begin with. #FormAssembly Web Forms
Re-reading this, I though I should clarify what I mean by "implicit renewal" - that's just to say that some people will fill out the form as a new member, even though they have an existing account/contact and membership in our system.
Does anybody has experience of using FormAssembly tool to create Web forms and created records in SF? I have a requirement to create a New Lead web form which will have Upload File field and this uploaded file should shows up in the File Related list of that Lead Record. I was using some FormAssembly tutorials on SF Files and Attachments. My uploaded file is being shown up in Notes & Attachments Related list. But, I want to show up that uploaded file in Files Related List. Any suggestions please?
Question about instance refresh and third-party integrations:
We are running a brochure sign-up form on our website, which connects with Salesforce through FormAssembly. During the READ ONLY period, I would assume this will no longer work because FormAssembly creates a brochure- and contact record in the process in order to deliver the brochure (by mail) to that user. What I cannot find so far: will the creation of these new records be batched and processed once the refresh is done, or would these permanently fail? Because than we would temp disable our forms.
Many thanks.
Is the Lightning "My Domain" compatible (meaning will still work) with FormAssembly Web Forms? Thanks!