What is JotForm?
JotForm is a free online form builder which helps you create online forms without writing a single line of code. No sign-up required.

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We believe that if one user has a question, there could be more users who may have the same question. This is why many of our support forum threads are public and available to be searched and viewed. If you’d like help immediately, feel free to search for a similar question, or submit your question or concern.


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    Does the salesforce integration support record types?

    Asked by wotsmike on August 04, 2015 at 11:18 AM

    I don't see record types in the dropdown of the JotForm integration screen? Is it supported?

    record types salesforce Record Type ID
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    JotForm Support

    Answered by Kiran on August 04, 2015 at 01:00 PM

    Could you provide us more information on Record type in SalesForce? On my salesforce developer account, I'm unable to find this Record type. If you can provide us with a more information along with a screenshot, we will be glad to help you further by forwarding the request to our backend team. 

    We will wait for your response. Thank you!

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    Answered by wotsmike on August 04, 2015 at 01:43 PM

    Record types define the page layout and thus the available fields. I need it because my form is built in such a way to support two types of records that I have under my salesforce contacts.

     

    https://help.salesforce.com/HTViewHelpDoc?id=customize_recordtype.htm

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    JotForm Support

    Answered by Kiran on August 04, 2015 at 02:37 PM

    Thank you for providing additional information with this. Let me forward this thread to our backend team to check if this can be implemented. We cannot guarantee that the feature shall be implemented or any ETA at the moment. You'll be posted through the thread if there is any update on this.

    Thank you!

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    Answered by wotsmike on August 04, 2015 at 02:43 PM

    What I've seen using other form builders is that I would add a hidden field and populate that hidden field with the Record Type ID.

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    JotForm Support

    Answered by Welvin on August 04, 2015 at 03:21 PM

    Well, you can add a textbox field then hide it in the form. You can add the Record Type ID as the default value. But I don't think that will do it since the integration doesn't support it yet.

    Thanks

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    Answered by wotsmike on August 04, 2015 at 03:33 PM

    Couldn't get that to work... didn't know if there was any other workaround?

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    JotForm Support

    Answered by Welvin on August 04, 2015 at 03:55 PM

    Try it through Zapier: https://zapier.com/zapbook/jotform/salesforce/.

    Thanks