Auto-populating Wizard Fields using Record ID
To auto-populate fields based on record ID(s) every time a new instance of the wizard is launched, you need to pass Object record Ids as parameters when the Wizard is launched. In most cases, this implementation will use something like a formula field, which captures the desired record IDs and includes them in the URL when the wizard is first launched.
Consider a simple agreement creation Wizard. Your requirement include auto-populating the initial steps of the Wizard with details from the associated Account and Opportunity, which will be the same for every instance of the Wizard. Rather than having the wizard user enter these values every time the Wizard is run, you want them to be automatically filled when the wizard is launched.
- To use this method, the inputs you want to be auto-populated must be Object fields that match the types of records you are passing as parameters. In this example, the designer creates an input for .
- In the next step, the designer creates an input for .
- As these are pre-existing objects in the same org, it's easy to retrieve record IDs to pass to the wizard when it is launched. How the record IDs are passed to the Wizard depends on your integration with Conga CLM wizard. Record IDs could be passed as parameters using a formula field, for instance.
When the wizard is first launched through your integration, the URL is constructed in this fashion:
https://apttus-wizard.na34.visual.force.com/apex/apttus_wizard__wizard?wizardid=a11610000016K6fAAE
where wizardid=a11610000016K6fAAE is passing the Id of the runtime wizard. Your solution should append recordIDs corresponding to the Object where the fields reside and which match the Object of the fields you want to auto-populate.
Configuring the Wizard
Returning to the above example, you can auto-populate fields in the wizard using specific account and opportunity record IDs. To see this in action:
- Go to the Wizards tab and launch the wizard you want to auto-populate. Note the wizard runtime URL.
- Open another tab and go to the account which contains the data you want to capture. Copy the Account Record ID from the URL.
- Return to the wizard runtime and append the URL with the Account Record ID, using proper syntax to pass it as a parameter (for example, "&recordIds={Account_Id}).
- Repeat steps 2-3 for the Account Opportunity. Comma-separate multiple record IDs.
- Press Enter. Fields which have values on the Objects corresponding to the record IDs you passed are automatically populated with data across multiple steps, wherever they appear in the wizard.
- Follow this format for your integrations. Using this method, you can easily construct a formula field to pass these parameters from your wizard launch point and auto-populate data for your users.
