Intake forms may be completed by internal staff, community users, or external users (through Sites pages). The options described below support a wide variety of use cases ranging from new client intake to corporate legal service requests.
Invoking an intake form on an external site will require the use of an AdvoLogix license.
1. Options for Invoking Intake Forms
1.1. The Intake Launcher Lightning Component
The Intake Form Launcher is a lightning component capable of being docked on the home page, the application utility bar, or a lightning application page.
Please see this article for more information on the intake launcher component.
1.2. The Intake Form Launch Button
Each intake form's record page has a Launch Form button, allowing users to invoke the underlying intake form for data entry.
1.3. The Intake Form Launcher API
The intake launcher API allows organizations to launch the intake form in a variety of ways. Various API options allows organizations a wide range of behavior and run-time form control.
Please see this article for more information on the intake API.
2. Use Cases
The most common method for launching an intake for an internal user would be the intake launcher lightning component.
The most common method for invoking an intake form for community users is via the intake launcher API.
Sites users are unauthenticated therefore organizations must ensure appropriate access to the underlying data within the forms has been established for the Site's "running as" user.
Setting up a Force.com Site for Intake
STEP 1: Prepare Permission Set for Sites Guest User Access
As a user generating intake requests from Force.com Sites the Sites Guest User must have the Read permission enabled for the following custom objects:
- Global Settings
- Intake Forms
- Intake Elements
Any other standard or custom objects must be identified and given Read and/or Create permissions as necessary. These objects can be identified within the intake form that is to be hosted within the Force.com Site. All objects and fields used within the intake form must be given Read and Create permission.
STEP 2: Assign the Permission Set to the Sites Guest User
- Go to the Salesforce Setup | User Interface | Sites and Domains | Sites.
- Click on the Site Label to open the site in detail view.
- Click on the Public Access Settings button to open the profile for the guest user associated with the Force.com Sites.
- Click on the View Users button on the profile detail view page that just opened.
- On the page that just opened, click on the user's full name to open the detail view of the Force.com Sites guest user.
- Scroll down to the Permission Set Assignments related list on the user detail page.
- Click on the Edit button and select the permission set that has been created in STEP 1 above and click Save.
STEP 3: Configure the Sharing Settings to grant access to data to Sites Guest User
We must add Guest User Sharing Rules for all the standard and custom objects that have been enabled access for the sites guest user, under STEP 1 and STEP 2 above. Configure the sharing rules using conditions that best suit your implementation requirements for the intake form request generation.
The access to data records is necessary because as soon as an intake request is submitted from the Force.com Sites the newly generated records will have the record owner changed to an internal user from the organization. This happens because a sites guest user cannot be an owner to any record in the org due to a limitation in the Force.com platform. Access to the records are needed because as soon as the parent record is generated (via the intake form submission) the record ownership change will force the record to not be visible to the sites guest user and thus, will cause errors when saving other related records, such as files or child records during form submission.
STEP 4: Deploy a Custom Sites Home Page Using an Intake Form
Below is an example of a custom Visualforce Page that can be used to to set the home page to your Force.com Site.
You need to replace the <INTAKE_FORM_RECORD_ID> from the
iframe URL with the
ID of the intake form within your organization.
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