I'm interested in getting started using secure parameters to prefill. I am used to using either a Classic or Lightning Email Template to send out a personalized link to the form to the recipient.
I am kind of thinking that if I wanted the same approach, I would need to create a Visualforce email template instead (in the Classic Email Templates section in Setup) so that I can use the sample code that is described in this help article:
https://help.formassembly.com/help/508885-prefill-lookups-using-secure-parameters#dynamic-secure-parameters
That's the part where I am sort of stuck because I'm not sure what the best approach is. I have a very basic understanding of this. I believe I would need to write an Apex Class as a "
controller", right? And then I would need to write a "custom component" to be able to include it in such an email template.
Is that how I would be able to inject into the email template a URL that has the secure signature for a particular recipient?
I don't know much about the secure parameters process, but I wanted to share how I was able to set up a dynamic way to build links for a form with the "unsafe query" parameter on any given record in case it helps in what you're trying to do.
I created 2 custom metadata objects (one for the form and one for fields on the form).
FormAssembly Form just has a field for "form url" and "program" (so I can track which team it's relevant for). And as you can see FormAssembly Field has a field for the Field Alias, the FormAssembly Formrecord it's on, and the Unsafe Query Parameter built in the SF connector.
Using those has allowed me to create a formula field on our
Site Visit object that can build a dynamic url for each record that we can attach to our calendar events for the field team to use when they need to complete a form for their inspection for a given client's opportunity.
