After reading this article, you will have seen an example of how admins can build Youreka so that Forms are generated based on answers to questions in other forms.
Out of the box, Youreka gives admins a great deal of flexibility when it comes to creating streamlined end user experiences. Between conditional display logic, mobile cards, New Form Buttons, deeplinking, and more, admins have quite a few options to ensure that their end users are seeing the right stuff. However, in some situations, we see customers who require even more when it comes to how their end users should capture data.
In some of these situations, we turn to daisy-chaining forms together. When we use the phrase daisy-chaining, we mean having one form create, populate, and perhaps relate to another form, based on the answers to the first form. One way of accomplishing this is through Discoveries.
Remember, discoveries are records which are created in the Salesforce environment when a Form is submitted. Each discovery is related to a parent Discovery Type. So, we could configure the Discovery Type object, and create automation on the Discovery object to automatically create a Form when certain criteria are met. Here's what that can look like in action:
The the GIF below, the user is assigned 1 form to complete. As soon as they complete that Form and answer all of the questions, an extra form is automatically generated and assigned to them. The second form could be prepopulated with data from the first form using Field Links, it could have related lists from records in the system using Linked Sections, and much more.
In order to do this, we made two configurations in the system.
- We configured the Discovery Type object to include a few more fields. One field was called Generate New Form Upon Discovery, and the other was called Form Template. The former is a checkbox, the latter is a lookup to the Form Template object.
- We created a Process Builder in Salesforce that fires when a Discovery record is generated. It will only fire if a Discovery record is created which is using a Discovery Type that has the Generate New Form Upon Discovery checkbox selected. When the Process Builder fires, it creates a new Form record in Salesforce, assigns it to the existing Form owner, it uses the Form Template defined on the Discovery Type record, and the resulting Form record is Mobile Available.
The result of having these configurations in place is that as end users complete forms and create discoveries, new forms will be created and assigned.