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.