Knowledge Base

When/Why does it show up?

The Salesforce default error message for an invalid filter lookup data is “Value does not exist or does not match filter criteria”. When you attempt to save a record but the lookup field does not meet the filter criteria, you will receive this error. This can happen whether you create/update the record manually, or by using the Salesforce API.

Here is an example: Your custom Lookup Filter field to an Account has a filter that requires the Account to be of a specific record type: Patient. Now attempt to create/edit a record while the account listed in your lookup field has a different record type, not Patient. This will cause the error to display.

How to solve this error:

Because the error does not list the field, just the object, the first thing you need to do is to identify which field generates the error.

In Salesforce → Object Manager, view the fields of the Object that returned the error and identify all the fields with Lookup type. Check which one has a filter and review that filter.

Afterward, the next step is easy:

1. Delete the filter if it’s not needed anymore, OR:

2. Make sure that what you map in that specific field respects the filter criteria. If you are using a lookup result, the filter condition should be a part of the lookup condition too (e.g. Type = Patient).

CSS makes designing web forms so much easier. With basic coding knowledge, you can create stunning-looking forms and customize their design according to your needs. With CSS you can let your imagination and creativity go wild. We offer the possibility to add your own custom CSS codes to the form using our CSS form generator.

First things first, read our article about how to add dividers on the form, if you haven’t already.

Note: these CSS tricks apply to the divider created using the HTML block.

Any CSS code is placed in the Design → Add custom CSS section of your form within your form builder account. We will provide you with the CSS code for your dividers and show the final result. Just paste the code in the Design section and the changes will apply immediately. Of course, you can adjust the code by adding your own color code, adjust the border size, and so on.

Check our CSS examples for your dividers below.

Example #1

hr
{
border: 3px solid rgba(137, 196, 244, 1);
background-color: rgba(137, 196, 244, 1);
border-radius: 5px;
}

This is the result:

Example #2

hr 
{ 
 height: 30px; 
 border-style: solid; 
 border-color: #2074F4; 
 border-width: 2px 0 0 0; 
 border-radius: 20px; 
}

Here is the result:

Example #3

hr 
{ 
 width: 50%;
 margin: 3em auto; 
}

Edit your HTML block fields and center the text to have the same effect. Here is the result:

Check out the CSS tricks knowledge base section for more CSS articles.

Use the 123FormBuilder – Evernote integration to let your friends, business partners, colleagues, and clients send you notes and reminders in a private or shared notebook through form submissions. You can send the following information from your web forms to Evernote:

• Note Title
• Note Content
• Note Tags
• Reminder Time
• Reminder Done Time
• Source URL
• File Attachments

1.Go to Integrations section and click on Data management tab or you can use the search bar to look for Evernote.

Press the Connect button.

If you’re not logged in, you will be redirected to the login page from Evernote where you’ll need to provide your username and password.

2. Hit Authorize or Re-authorize to give 123FormBuilder access to Evernote.

3. In the customization lightbox, in the Required Fields subsection, choose the notebook where you want notes to be sent. The notebooks listed first are your own, followed by the ones shared with you by other users and businesses. Each form submission will create a new note in the notebook you select.

Provide a note title in the box labeled Title and/or associate any appropriate fields from the dropdown list. If you use form fields, their shortcodes will be replaced with the user input provided at form submission. Mark the note title as a required field in your Form Editor, otherwise the integration may fail. Also, note that the note title length can not exceed 255 characters.

4. In the Optional Fields subsection provide the note content and/or the appropriate form fields. You can add some HTML and inline CSS for better styling.

5. Use predefined values or field associations to add tags to your notes. Evernote standard users can add a total of 100 tags, while business users can add up to 10,000. A tag can not exceed more than 100 characters.

6. If you want form users to create reminders for the notes they send, you need to have a Date field and a Time field in your form. Match them with the Reminder Time and the reminder will be created at form submission. If you do not assign a start time, the reminder will be automatically set for 8.00 AM. If you also set a date and time for the Reminder Done Time parameter, then the reminder will be instantly marked as completed.

7. Match upload form fields with the attachments from Evernote to receive uploaded files as note attachments. You can create associations for a total number of 10 upload fields which, together, can not exceed 25 MB in size. You can associate a Website field (or a Text Box field with an URL validation) with the Source URL field from Evernote.

Images will be included in the body of the note, whereas any other files will appear as attachments, like in this example:

8. In Error handling, specify the email address that will receive any error messages that may occur while sending data. By default, the box contains the email address of the 123FormBuilder account owner.

9. Press Save and your integration is complete. From now on, each submission will be sent as a new note to your Evernote account.

With many forms in your form builder account, it would be difficult to find a certain one if it weren’t for our filtering and sorting options.

Firstly, you can use the search function to search for your form by either your form name or by form ID. When there are no results for your search, you’ll see a suggestive empty state like below.

In My Forms, you can filter by forms that are placed in a folder and forms that are unfiled – meaning they are not in any folder.

You can also choose the number of forms you want to display on the page – by default, it is set on 10.

A way of sorting the forms is by 4 types of criteria: the number of submissions, the oldest forms, the newest forms and by name.

Another great feature is moving more forms at the same time to a folder. You can do this by selecting the forms you are interested in and then click on Move to folder button.

A popup will appear on the screen asking for the folder where you want the selections moved.

Related articles

• Form Grouping

The Account Owner can access My Account to limit the sharing capabilities for Group Admins and Standard Users within the form builder. The available options are:

Standard Users & Group Admins can share Forms with all Users

This means that Group admins and Standard Users from a Group can find and share the Form with Users from other Groups as well. This option is selected by default.

Standard Users & Group Admins can share Forms only within their Groups

This will let Group Admins and Standard Users share Forms/Folders only with the Users from their own Group. They will only see the Users from their own Group in the list of sharing candidates.

Standard Users & Group Admins can’t share Forms

This blocks them from accessing the sharing functionality. With this enabled, no Group Admin or Standard User will be able to access the sharing interface from My Forms.

Important Note! The Account Owner and Super Admins are not impacted by these sharing preferences, as they can always share Forms and Folders with all Users from the account. At the same time, Group Admins can also still manage Form and Folder Access from the Users section, under Set Permissions.

With Salesforce Communities you can create a secure community and engage directly with your customers, partners, or employees. So let’s take a look at how you can integrate a 123FormBuilder form into your community.

1. Go to the Publish section of your form, choose Salesforce Community from the left menu and mark the form as a Community form.

2. You will find the 123FormBuilder app inside your Community Builder page under the Components tab.

3. All the web forms marked as Community forms will appear inside the 123FormBuilder widget. Choose one and that’s it. Easy, right?

There are a few settings that you can double-check if the form is not published accordingly:

• Whitelist our host in CSP Trusted Sites in your Salesforce org. Go to Settings → Security → Trusted Sites for scripts → Add trusted site and insert the following: https://*.123formbuilder.com

• Ensure that your community user profile has the necessary permissions set to view the form. Therefore, go to Manage Users → Profiles → choose your user profile → Edit and head over to Custom Object Permissions. Here enable the View All permission for the following objects: Community Form, Forms,  Form Fields, and  Form Send Logs.

• If the form is left-aligned and is not displayed in the full-frame, you need to add the below style code in the Head Markup section:

<style>
    .form-builder-iframe,
.cf123FormBuilder {
        width: 100%;
 }</style>

Here is where exactly you will add this code: Settings → Advanced → Head Markup

In order to integrate your 123FormBuilder form with GetResponse, you’ll have go to Integration section and search for GetResponse.

By enabling the GetResponse integration on your form, you will import leads from your form users into your GetResponse Contacts section. Provide your GetResponse API key and choose the Campaign you want to add contacts to from the dropdown list. Press Save. Make sure you have ticked Enable in the checkbox on the top right corner.

Next, click on Customize and define which form fields from the dropdowns on the right contain visitors’ name and email address, in order to import them correctly in your GetResponse database.

You can also take into account custom fields that you have created in GetResponse and associate them with fields from your 123FormBuilder web form.

Tick I want to use custom fields and create the match using the dropdown lists.
You can also place an opt-in checkbox on your form so that contacts will only be sent to GetResponse if they express their consent to subscribe to your list. Be advised that GetResponse already uses an opt-in system that sends your imported contacts an e-mail containing a confirmation link. Although the double opt-in system can be deactivated in your GetResponse account, the confirmation message is permanent.

Go to the Form Editor’s Payments section of your form, add the payment gateway you want to use, and tick the Use recurrent payment option.

Next, set a regular basis when the client is billed (per days, weeks, months and years). That’s all that differentiates a subscription from a one-time payment. Payment gateways that support recurrent payment will have this option displayed in the integration box.

For PayPal and PayPal Pro you can also add the number of recurring payment cycles. This means you will limit the number of times the recurrent payment is applied.

Not all payment gateways have recurring payments. Here is our Payment Gateways Comparison Chart for more details.

By default, the File upload field can upload a single file only. However, if you enable the multiple files feature, your form visitors can upload several files at the same time.

To enable this feature, log into your form builder account, go to the Form Editor, and add the File upload field to your form.

Afterward, go to the Edit Field panel on the right and check the option to Allow multiple files, under the Options section.

Your form users can select the Add Files (Choose files or drag here) button on the form each time they need to upload a new file. Once uploaded, all files will display on the form, one below the other. Form visitors may use the X symbol on the right side of each file to delete it.

Related articles

• How to manage file uploads from online forms?

The 123FormBuilder – Google Calendar integration allows you to create forms from which your visitors can:

• Create events directly into one of the calendars from your Google Calendar account.
• Register as attendees at existing events from your Google Calendar account.

Enabling the Google Calendar integration

You can enable this integration from the Integrations section with your form builder account. Use the search functionality to search for Google Calendar.

Now follow these steps to enable the Google Calendar integration for your form:

1. Click on Connect.

2. Click on Allow in order to let the application make any necessary changes to your Google Calendar account.

3. A popup will appear, the Customize panel, where you have to associate Google Calendar fields with 123FormBuilder fields and hit Save. These associations establish how the information is passed to your Google Calendar account.

4. From Usage mode, select the type of action you want: Create a new event or Add an attendee to an existing event.

It’s really recommended that you set as required the fields you’ll need to associate in the Customize panel. This way, there won’t be any errors when creating or attending an event, users being unable to submit your form without completing all the fields. If you do not make the fields required, users may skip some of them and the information will not succeed in your Google Calendar account. In short, even though a submission will pass successfully, if not all fields have been completed, no event will be created or the attendee will not be added to your event.

5. In Error handling (bottom page) you can add your email address, in case your submissions encounter any problems. If you delete an event and later someone is trying to attend it or if you delete a calendar where someone is trying to create an event, you’ll receive an alert in your inbox with details of the submission.

These were the steps for using the Google Calendar application for your form. Below you can find the steps for setting up the two types of actions that this integration allows:

• Creating new events.
• Adding attendees to one of your events.

To create a new event

1. On your form, you’ll need to add the fields Name, Date, Time, Email, Number (for Duration), and three Short Text fields (for Location, Description, and Title). Make the fields required, as specified earlier.

2. Afterward, access the Google Calendar integration from the forms Integrations section. Select Create a new event from Usage mode, in the Customize panel.

3. In case you have more than one calendar in your Google Calendar account, choose the calendar where you want to create the event. If you have problems finding your desired calendar, press the Refresh button on the right.

4. You can choose to write a title in the assigned box or associate the appropriate field from your form in the dropdown list below. Don’t forget to click Add in order to set the field’s input in the Title box.

5. You can set the duration of the event in two ways:

• Value – where you have five options available: 15 minutes, 30 minutes, 1 h, 1.5 h, 2 h.
• Fields – where you can assign a Number field from your form where users will specify the time in minutes.

6. The Description box can be set the same way as the Title.

7. Associate any field you want from the dropdown list for Location.

8. You can allow multiple events to happen at the same time in your Google Calendar account, by enabling this option in the Customize panel.

9. Lastly, click Save, and next time you receive a submission you’ll find the created event in your Google Calendar account like in the example below:

To add an attendee to an existing event

1. For this option, on your form you’ll need to add and set as required only the fields Name and Email.

2. Once you’re done, return to the Google Calendar integration from the Integrations section and select Add an attendee to an existing event from Usage mode, within the Customize panel.

3. Select a calendar and make sure that the associations for the Name and Email fields are made correctly in the Attendee details section.

4. In Event details, choose the desired event. Search for it by Date and select its name from the dropdown list below.

5. Lastly, click on Save to finish setting up the integration.

You can do this by using CSS. Read about our CSS form generator to learn more.

In short, you need to retrieve the field ID or class by inspecting the form code and then apply your preferred CSS style to it in the Design section of your form. After you have the CSS code, all you have to do is to click on Add CSS button and input your code.

Our form builder provides a substantial amount of design features that don’t require coding. Check out our Form Designer page for more info.