Who is this for: Platform users with the Forms for Salesforce app. |
Create seamless workflows to connect your go-to Formstack Apps: Forms, Sign, Docs, and Forms for Salesforce. See here for an overview of how to set up a workflow.
Step 1: From the workflows tab, drag and drop Forms for Salesforce from the available apps after creating a new workflow.
Forms for Salesforce or Forms can be added as the first step of a workflow:
As well as used as a later workflow step:
Step 2: Configure the step. Select the step’s dropdown menu and choose Edit step.
Step 3: Choose an existing form from your Forms for Salesforce account, excluding Community Forms.
Step 4: From Mapping under Step Builder, optionally map previous Forms and Sign steps’ qualifying fields or metadata to create prefilled answers in the Forms for Salesforce step:
NOTE: Data from a Document step can't be used in a workflow yet.
Step 5: Choose the Forms for Salesforce step assignee. From Assignment under Step Builder, optionally toggle off the inherited assignee from the previous step and assign the form step to a different person(s).
In the Email line manually type an email address or use the drop down to add an email received through a previous step. Use the default email message or craft one to fit your company's branding.
NOTE: Once a Documents or Sign step takes place in the flow before this step, the workflow is no longer sent to the inherited assignee and the remaining Forms or Forms for Salesforce will need to have the assignee(s) reconfigured.
See more on assigning steps.
Step 6: Once you have finished customizing the assignee and mapped fields and data, create an optional submission message . This message will be visible to users after the step is completed.
From Step Settings, toggle on the Add Step Message to customize the content and color to align with your branding.
Step 7: Select Done to save the configured Form for Salesforce step.