The Salesforce Table has 3 modal windows you can activate and allow your form fillers to view a record, edit it or add a new record.
When you configure the window (let’s take the ‘Edit’ window, for example) you need to specify which of the table columns will be editable. And you can also have the record ID of the edited item stored in a hidden field and use this after that for form logic. This can also be done in the View and Add windows.
Following is an example showing how to Set up the Edit window and store the record ID of the Edited item.
Here are the steps:
1- Create a new blank form
2- Drag a Salesforce Table element
3- Configure the columns: Account name, Phone, Website
4- Now drag a hidden field below the Table
Go to 'Properties' panel > 'Element' tab > 'Settings' option > 'Basic' category and change its name to: edit_id
5- Set the Salesforce Get integration to populate the table fields:
- Go to 'Properties' panel > 'Form' tab > 'Settings' option > 'Salesforce Integration' category > Get from Salesforce
- Press on 'Map fields' button
- Authenticate with Salesforce
- Add object: Account
- Turn on the 'Execute on form load' checkbox
- Choose 'All' in the 'if multiple matches found' radio button and enter a limit of 100.
- Map the fields:
Account name --> Account Name
Phone --> Account Phone
Website --> Website
- Press 'Apply' and save the form
6- Select the Table element on canvas.
Go to 'Properties' panel > 'Element' tab > 'Settings' option > 'Advanced' category.
Turn on the ‘Allow Edit’ checkbox and press on the ‘Configure’ button below it.
7- Turn on the 'Editable' checkboxes of your 3 column fields so the filler will be able to update their values.
8- Open the ‘Map record ID to HIDDEN’ dropdown and choose the hidden: edit_id
9- Press ‘Apply’ and save the form.
10- Now test your form:
- First make your hidden field visible for this check
Go to 'Properties' panel > 'Form' tab > 'Settings' option > (View more) > ‘Debug mode’ category > turn on the ‘show hidden fields’ checkbox
- publish the form as URL
- press on the ‘Edit’ icon to update a record and change something in one of the fields.
When the update action is done you will see that the hidden field is populated with the record ID.
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