By using a Dynamic Picklist, she can create a field on her form that will show a choice for each record in her Salesforce instance.
She already uses the standard Account object to store and manage account information in Salesforce. This is a more advanced option that allows you to write a query to pull data into your Dynamic Picklist.Ĭhoices from Salesforce Object Lookup ResultsĪngela is creating a form that will link new business to existing accounts. Please Note: We are unable to provide support for the custom SOQL used in Advanced Lookups.Ĭhoose Salesforce Object Lookup (Advanced) from the Get choices from dropdown box You'll now see a preview of the data retrieved in your Dynamic Picklist
#Prefill search form scriptcase free#
You'll now see a preview of the data retrieved in your Dynamic Picklist.Ĭhoose Salesforce Object Lookup (Basic) from the Get choices from dropdown boxĬhoose your field(s) in the Return the following field(s) dropdown boxĪdd conditions and sorting specifications if neededĮnable or disable the Allow Free Responses toggle if you'd like to allow or not allow respondents to enter information not in your Dynamic Picklist Thus, we highly recommend reviewing any live forms using the Dynamic Picklists feature to confirm the field for fields are working as expected.Ĭhoose Salesforce Picklist Field from the Get choices from dropdown boxĬhoose your field from the Picklist Field dropdown boxĮnable or disable the Allow Free Responses toggle if you'd like to allow or not allow respondents to enter information in your Dynamic Picklist NOTE: While we worked hard to consider as many Dynamic Picklist setups as we could, every customer is unique and there is a chance that the migration process we created to streamline the feature integration did not account for your custom setup. When you edit a field that was setup in Dynamic Picklist v1, you will see a new interface and can adjust your settings as needed. The only action needed to switch from the older version of the feature to the newer version is to enter into the Form Builder.Įxisting Dynamic Picklist fields will continue to work as expected and all of your existing Prefill settings will migrate over. If you have an existing field in your form that was set up using our previous version of Dynamic Picklists, here are a few things to note: For example, if you would like to return a picklist of Account names and have a second field fill with the related Account ID then you'll need to have your Dynamic Picklist field added to the form along with a text input field for the Account ID to pull into before you begin mapping. If you would like to return two fields or more from Salesforce, make sure that you have added additional text input fields to your form in advance. This information could be records for that object, or particular picklist included on the object.
Select your Choices source by clicking on the Get choices from the dropdown box Please note: A new token is generated each time you select "Connect to Salesforce" and log into Salesforce, so please use existing authentications if they're available to preserve your limited tokens. Select your existing authorization or connect to a new account. Learn more about user roles and permissions. Note: This permission is not set by default on new accounts so you may need to edit your permissions.
Permission to use the Dynamic Picklist feature (controlled by your FormAssembly administrator)
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