Survey has fields like: satisfaction rating, comments, etc
I create a survey in Form Assembly with UI elements to allow the user to enter in satisfaction rating, comments. I use the salesforce connector to map the form assembly web form fields to salesforce fields in the Survey__c object
What other fields do I need to get mapped so I can launch the form assembly survey on a specific Client_file custom object & have it so it will insert a new survey result custom object on the specific Client_file custom object?
How would I construct the URL with the id of the specific Client_file custom object I want the survey results created in?
You can do this a couple of ways, depending on if you are going to be creating a new Client_file object at the time of the survey, or just adding a survey for an existing client. In either event you need to indicate the Client_file object ID and map it to the Survey object's lookup in the SF connector. You can find more info about that process here:
If you are simply creating new Surveys using an existing Client_file record, you need to populate the URL with the Client_file record ID and match it to a key-value pair based on the name of the ID in the survey. A hidden text field works well for this. For example, if you have a hidden field called Client ID, then in the URL it would look something like "?tfa_ClientID=0036000000sCdim". You can use a variety of methods to pull your IDs out of salesforce.
I would suggest reading all of the documentation on the salesforce connector and passing data between forms.
I got the above scenario working - thanks. However, I am having an issue with an upsert scenario.
I made a form that is meant to update fields on the Client_file custom object.
I mapped the data fields on the form to the fields on the salesforce Client_file custom object. I mapped a field client_file_id to the Client_file__c Record Id field.
If I try call it via a salesforce button or direct URL:
It does not update against an existing Client_file record.
If I set the object id (a00A0000000rts) as a default value for the client_file_id field in the form editor or as a static value in the connectors it works ok.
I think you might want: ?tfa_clientfileid=XXXXXXX as that is your field id. You can find a list of your field ids by inspecting the html src or by going to your prefilling page for your form.