Can my Salesforce action button apply only to a specific line in a repeated section?

Last updated Jul 18 2018

Yes - it can.
A Salesforce action button can easily be added to your form to get/push data right then and there, without having to submit the form.
However, when setting the button to act on a repeated section it applies to all of the data in all of the repeated lines.
If you wish to have your form filler press on the custom button in a specific repeated line and have it apply to this line only - you can easily do so.

Follow these steps:

1- Create a new blank form
2- Drag a section element and make it wider.


3- Drag a textbox, a numeric and a button into the section


4- Change the textbox label to : account
Go to 'Properties' panel > 'Element' tab > 'Settings' option > 'Basic' category > Label


5- Change the numeric label to num


6- Change the button text to: push this item now


7- Select the section and make it Repeated.
Go to 'Properties' panel > 'Element' tab > 'Settings' option > 'Basic' category > Repeated


8- Now configure the Salesforce push integration
'Properties' panel > 'Form' tab > 'Settongs' option > 'Salesforce integration' category > 'Push to Salesforce'


- Press on the ‘Set notofication’ button
- Authenticate with Salesforce


- Choose the account object: Account


- Turn on the 'Use in custom button' checkbox


- In the 'Action' category - leave the 'Create' option selected


- Map the fields:
Account Name -->account
Num > num
- Press 'apply', then 'Finish' and save the form.


9- Select the ‘button’ and change its type to 'Salesforce Action'.


10- Press on the ‘Set’ button to have the integration line work with your custom button.
11- Open the ‘process push or get’ dropdown and select the Salesforce action.
12- Press on ‘Add’ and it will be added to a table above.


13- Turn on the ‘Execute per repeated item’ checkbox


14- Press ‘Apply’ and save your form
15- Now it’s time to test your form:
- First select your Section and change your visible items to 2 and turn on the 'Populate items' checkbox


- Publish it as URL
- Enter the first item line in the section: an account name and number: test 1, 1 and test 2, 2.
- Press on “Add” and enter another item line with data: test 3, 3
- Choose a specific line  (for example second line) and press on the ‘push’ button in that line.


- Check your salesforce account and you will see that only that line of data was added as a new record.


Enjoy!


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