AppExchange

[AppExchange – 123FormBuilder] Send data to Notes object

In Salesforce, there is on one side the older Notes and Attachments related list and on the other the split version of this, Notes related list and Files related list.

In order to send to the Notes related list specifically, enhanced notes related list has to be activated in the org:

Two Primary object mappings are needed in order to generate a new Note:

  1. For the Note itself, map the object ContentNote as a Primary object, with the fields for Title and Content mapped with fields on the form. For Content specifically, you can use Custom value as Data Source and add one or multiple form fields.
  2. Add another Primary object mapping for ContentDocumentLink. This object mapping will connect the ContentNote with the object it pertains to. Here you need to map two fields:
    • Linked Entity ID – here you add a Lookup Relationship mapping, selecting the object that the Note should fall under in the Notes related list.
    • Content Document ID – this field is mapped to the ContentNote lookup relationship, as this refers to the Note itself.

Mapping for Content Note:

Mapping for Contend Document Link:

SIGN UP FOR FREE

Leave a Reply

Your email address will not be published. Required fields are marked *

Frequently Asked Questions

Here is a list of the most frequently asked questions. For more FAQs, please browse through the  FAQs page.

Is this service free?
Yes, we offer a free form builder service. Just sign up to the Basic plan and you are all set. This plan is forever free, but you are limited with a few features only, such as 5 forms per account, 100 submissions per month and you have to keep the backlink to 123FormBuilder on your forms. Check out our features matrix for more information.
How many forms can I create?
It depends on the service plan you are on. Higher service plans enable more features, including more web forms for your account. If you need more forms, go to the My Account section of your account and click the upgrade button. To create an unlimited number of forms, either upgrade to the Platinum service plan or higher. Consult our features matrix for more information.
How can I publish my forms?
You can publish your forms in many ways, by using their direct URL or HTML link, embedding them with a JavaScript code, Inline HTML or iFrame, using the Facebook app or the WordPress plugin, using popups, the Blogger code snippet and many more. Once you have created and customized your form, go to the Publish section to complete your work. Read more in our documentation.
How do I change my form design?
You can change the design of your form for more information. in the Themes section, which is located in your form settings. We offer a set of more than 30 predefined form themes for your forms, but you can also create your own from scratch. You can customize the submit button, the logo and more. To apply your own stylesheets, all forms come with a custom CSS editor.

Can't find what you're looking for?

Contact our support team