Working with the Intake Form API

AdvoLogix intake forms may be invoked for data entry using the URL API. The URL API is capable of supporting a wide variety of use cases and is considered a common method for launching intakes.

Launching an Intake with the URL API

The graphic illustrated above signifies the URL components for launching a specific intake form. The URL parameters are defined as follows:

  1. The organization's custom "my domain" name.
  2. Static value, will usually be my.salesforce.com/apex/advpm__IntakeForm. 
  3. The formID parameter represents the record identifier of the designated form.
  4. The formWidth parameter is an optional method for controlling the width of the form at run-time. The width may be specified in pixels or percentage.

EXAMPLE URL:
https://acmecorp.my.salesforce.com/apex/advpm__IntakeForm?formID=a3P0a000000lFkDEAU&formWidth=800px

For Communities and Sites, please note the domain aspects of items 1 & 2 will be unique to the organization's configuration.  Please contact AdvoLogix if you need assistance determining your Sites page or Community URL.