The AdvoLogix intake forms may be invoked for data entry using the URL. The URL supports a wide variety of use cases and is considered a common method for launching intakes.
The graphic illustrated above signifies the URL components for launching a specific intake form. The URL parameters are defined as follows:
- The organization's custom "my domain" name.
- A static value that will usually be my.salesforce.com/apex/advpm__IntakeForm.
- The formID parameter represents the record identifier of the designated form.
- [optional] The formWidth controls the width of the form at run-time. The width may be specified in pixels or percentages.
- [optional] The hh parameter controls the visibility of the Salesforce page header. The accepted values are 0 (show header) or 1 (hide header).
- [optional] The submitUrl parameter controls what happens after the user submits the intake form. You can provide a relative URL to which the user will be redirected once the intake form has been submitted, such as a success message regarding the submission.
Example URL:
https://acmecorp.my.salesforce.com/apex/advpm__IntakeForm?formID=a3P0a000000lFkDEAU&formWidth=800px&hh=1&submitUrl=/mysites/thanksforsubmission
For communities and sites, please note the domain aspects of items 1 and 2 will be unique to the organization's configuration. Please contact AdvoLogix if you need assistance determining your sites page or community URL.