Allow Autosuggest
Business Background
The Allow Autosuggest option is available for the Text elements. Use the Allow Autosuggest function to display suggestions upon selection. The suggestions populate statically or dynamically from a configured source that links to Salesforce, which can assist with efficient form completion.
How to Video
- Coming soon!
How to Guide
- Click the + icon to open the list of elements.
- Select the Input option from the list.
- Drag-and-drop the Text element to the canvas.
- Click the Text settings Gear icon. The Text Setting screen opens.
- Select the Interactivity option from the list.
- Click the Allow Autosuggest checkbox and select the setting Gear icon. The Configure Input Autosuggest screen opens.
You can select the Static or Dynamic option.
Configure Input Autosuggest for Static option
- Select the Static option.
- Type your suggestions in the field.
- Click the Apply button. The autosuggestion will show when the user selects the field. See the example below.
Configure Input Autosuggest for Dynamic option
Create a Get that retrieves values dynamically from Salesforce.
- Select the Dynamic option.
- Click the Configure Lookup button. The Lookup Configuration screen opens.
- Use the Object in Salesforce drop-down list to select the source.
- Type the number of records in the records field.
- Click the Next button.
- Select a field from the drop-down list to set conditions.
- Click the Next button.
- Set the Mapping, for instance, source value and text.
- Click the Apply button. The Mapped options will show on the Autosuggest list.