Introduction

When configuring your form, Form Builder provides some advanced configuration options from the Field Group modal.

 

These advanced options in the New Field Group modal allows staff users to:
  • Attach a new child record to an existing parent record via Data Bindings on forms.
  • Define a SOQL filter that presents records to the end user directly on the form.
  • Link an existing sObject through a query string parameter on the Field Group.

Note

Mapped Forms that use Advanced Data Binding will only work on Ticket Types when Contact Restriction and Create Contacts are enabled for the event.


Configure a Form with Advanced Data Binding:

  1. In Form Builder, [Click] the New Field Group button to add a Field Group. The New Field Group modal will open.

  2. In the Field Group Name field, [Enter] the desired name for the Form's section heading. 

    Note

    If the Field Group Name is left blank, the system will automatically insert the Field Group ID number as the name.

  3. In the Instructions field, [Enter] any instructions for the Field Group.
  4. In the SOQL Filter field, [Enter] an SOQL filter. This is where you can display data to the end user by defining a SOQL Query on the Field Group, which filters which records get pulled to use in the form.

    Note

    Standard dynamic variables that can be used in the SOQL Filter to update records for the following:

    • An active user’s Account ID: Id='{{usr.AccountId}}'
    • An active user’s Contact ID: Id='{{usr.ContactId}}'
    • An active user’s ID: Id='{{usr.Id}}'

    The user completing the form must be logged into the Portal when using these standard variables. 


    Note

    Custom dynamic variables can also be used. The Custom Dynamic Variables consist of two parts: 

    • The variable: {{ url.param }}, where param is any parameter that will be included in the URL 

    • The parameter: included in the URL of the form so the ID of the record can be passed through the form.  

    For example, you can use {{ url.communitygroup }}, then include "&communitygroup=a1S1a000000GzW0" at the end of the Form URL, where the ID at the end is the ID of your Community Group.  The parameter name can be any text, as the system will find the record based on the ID.


  5. From the Database Options section, [Select] the desired object in the Mapped Object Field picklist you'd like to map to.
  6. If applicable, in the Parent Field Group picklist, [Select] a different Field Group within the current form to map the object to. 

    Note

    The Mapped Relationship Field picklist options is populated based upon the selected Parent Field Group and allows users to map form responses to the mapped object.

  7. [Check] the Allow Multiple Entries checkbox to allow the user to enter multiple responses for the Field Group. For example, enable Allow Multiple Entries to grant the form user the ability to add multiple accounts or contacts.
  8. [Check] the Allow Users to Delete Mapped Records checkbox if desired.



  9. In the Database Operation picklist, [Select] from the following options:
    1. Insert - creates a new record for every successful form submission.
    2. Upsert - compares the form data to the object records and allows the form user to make updates to an existing record if one exists or creates a new record.
  10. [Click] Save.

Continue to configure your form by creating new Fields and additional Field Groups as desired. See our Creating a Form page for detailed instructions.