AdvoLogix Help

Working with the Intake Form URL API

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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. A static value that 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 percentages.
  5. The hh parameter is an optional method that controls the visibility of the Salesforce page header. The accepted values are 0 (show header) or 1 (hide header).
  6. The submitUrl parameter is an optional method that controls what happens after the user submits the intake form. You can provide a relative URL that the user will be redirected to 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.

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