Before proceeding, it's critical to remember how Youreka's data model works. Youreka forms can map data to and from other objects in your Salesforce environment. For example, if you want a form to update Account records (and perhaps have fields on the form such as Account Name, Industry, etc.), Youreka utilizes a Field Link to accomplish this. However, Field Links are only possible if a relationship exists between the Form object and the desired object (in this case, Accounts).
Out of the box, Youreka creates five relationships for you; Account, Contact, Opportunity, Case, and Lead. This means that when you are building form templates, you can immediately start creating field links to these five objects.
But what happens if you're trying to use a custom object, or a standard object that doesn't seem to be available when creating Field Links? The answer is, you might need to create a lookup relationship from the Form object to your desired object. In the screenshot above, you can see the five object relationships that come out of the box (disco__Form__Account__c, etc.), as well as additional relationships that the user has manually created to meet their needs.
There are basically two options you have for creating relationships between the Form object and your desired object:
- Visit the Form object in Setup -> Object Manager -> Form -> Fields and Relationships, and create a lookup field to your desired object. For example, if you're trying to link Forms to Work Orders, create a lookup field on the Form object to the Work Order object. After doing this, you will be able to field link to Work Order fields.
- Use the Relationship Builder in the Form Template Builder to quickly create a lookup field to your desired object. The section below describes how the Relationship Builder works.
The Relationship Builder
In an effort to simplify the creation of lookup relationships, our team created the Relationship Builder. The Relationship Builder is a feature offered in Youreka's Template Builder that allows admins to easily and quickly create lookup fields / relationships from the Form object to other objects in the environment, to be able to easily start creating Field Links to new objects.
You can access the Relationship Builder by adding a Field Link question to your form template, and clicking the Launch Relationship Builder icon.
The following screen shows you a series of fields that you must fill out. Remember, all we are doing here is creating a lookup field on the Form object, so think of this as the same thing as visiting the Object Manager and doing it there yourself.
In the example above, the user is creating a lookup relationship from the Form object to an Order object (presumably because they want their forms to map data to orders in Salesforce).
Fill out all of the fields, and click Create Field. Return back to the Form Template Builder, and your new object relationship should now be visible. If you still don't see it, try saving your template and then refreshing the page.