How to build the link to the Form

Link to the form can be built with two ways:

  • Combine relative or absolute URL of form page with necessary parameters

  • Use BUILDFORMLINK function

Use of form page URL

This way is suitable for URL/Navigate actions:

  • Add an "Navigate to URL" (1) action to necessary form.

  • Set URL Value (2) to relative or absolute path to form page or component:

    • Absolute path depends on server/organization you refer to.

    • Relative path may depend on page structure and will refer to the current server/organization; e.g., relative path can be like this: /lightning/cmp/c__FormPanel

  • Select which browser window the page will be opened in (3) - the same or new window/browser tab.

  • Add the necessary parameters (4).

Parameters for Form, used in this example, are:

  • style = some CSS styles, that will be applied to Form container;

  • variables = JSON with variables that should be passed to Form opened (optional);

  • formId = ID of Form to open (may be set directly or via merge fields);

After being configured and saved, this action will open a necessary Form with variables set and styles applied.

Use of BUILDFORMLINK() function

This way is good for places where link should be generated as HTML, instead of script-driven actions. For example, it is good to build links in email messages. This function allows to build as simple URL, as correct HTML <a> tag with custom inner text.

The BUILDFORMLINK() function can be selected via merge field picker and should be called in this way:

BUILDFORMLINK(form_id, record_id, mode, context_fields, parameters, entire_height, as_html_tag_optional, text_optional)

See description of function arguments in the proper article section.

Function should be wrapped with FORMULA[] operator and can be validated with formula builder.

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