Boolean Example 3: using advanced values

Last updated Aug 20 2018

Boolean Example 3: using advanced values
Before we start you should create some test data in your Salesforce account.
- Create a new account called: Test 3
- Create a checkbox field for the test (custom) called chkbox and turn it on.



Follow these steps:

1- Create a new blank form
2- Drag a textbox and change its label to “account”


3-

Drag a radio button


4-

Select the radio button on canvas and go to its element settings
Go to: properties panel > Element tab > Settings option > Basic
Change the element choices to:
True, False.
Remove the third option and turn off the "Add other" checkbox


5- 

Since we are trying to map a Salesforce checkbox field to a radio button we will need to set advanced values for the radio options: true and false.
Go to: properties panel > Element tab > Advanced category > Advanced values and press on the ‘Configure’ button.

- Set the values to each radio option:
True → true
False → false
* Please make sure to type the boolean advanced values in lowercase, otherwise it will not work.
- Press ‘Apply’.


6-  Now it’s time to set the Get integration so that when the user fills in the account name, the radio button will be populated based on the value in your Salesforce checkbox field.
checkbox.

- Go to: properties panel > Form tab > Settings option > ‘Salesforce integration’ category > Get from Salesforce
- Press on ‘Map fields’ button
- Authenticate with Salesforce
- Select the object: Account
- Set a condition:
Account Name Equals account


- Map fields:
Radio button -->chkbox


7- Press ‘apply’ and Save the form.
8- Now it’s time to test it.
- Publish the form as URL
- Enter your account name: Test 3
You will see that your selected option in radio button is True.

   
 
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