In this article, you will learn how Salesforce automations such as Process Builder, Flow, or Apex can be used to create Form records
You can use Salesforce automation to generate form records for your users. Salesforce automation is sometimes necessary when, as part of a business process, a form needs to be completed.
For example, if your organization has a process where you need to complete a Work at Heights inspection form and a Fire Safety inspection form for every site visit you conduct, instead of manually creating these forms every time, an administrator could configure a system automation that would create these forms automatically, allowing the organization to efficiently manage the inspections for each of these audits.
In the example below, a system administrator has created a Process Builder on an object called Audit. When a new Audit record is created, the system generates two Form records.
After activating this process, two forms would be created for every new audit in the system. As a result of both forms being created, they can now be made available to a mobile user as they visit the job site.
Consider creating Form records using Process Builder, Flow, or Apex Triggers depending on your specific business requirements. When developing this automation, consider that while creating Form records, the system could select which template each forms hould use, update the Form owner (thereby controlling visibility and delegation) and more.