# Automatic Form URL Generation using Flow (Admin-Oriented)
## Overview
The `GenerateFormUrlAutomation` class is an **Invocable Apex** utility that allows Salesforce Admins to automatically generate secure **SharinPix Form URLs** directly from **Flows**.
The generated URL opens a SharinPix Form on the SharinPix Mobile App or on a Web Browser for users to fill out.
This article covers the following:
1. [GenerateFormUrlAutomation's Input Parameters](https://docs.sharinpix.com/documentation/sharinpix-form/automatic-form-url-generation-using-flow-admin-oriented)
2. Flow Configuration Guide
* [Step 1: Prepare Custom Field To Store URL](#step-1-prepare-custom-field-to-store-url)
* [Step 2: Configure a Record-Triggered Flow](#step-2-configure-a-record-triggered-flow)
* [Step 3: Add the Action to Generate the Form Url](#step-3-add-the-action-to-generate-the-form-url)
* [Step 4: Add Update Element](#step-4-add-update-element)
* [Step 5: Save and Activate the Flow](#step-5-save-and-activate-the-flow)
* [Step 6: Find the SharinPix Form URL](#step-6-find-the-sharinpix-form-url)
3. [Demo](#demo)
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**Prerequisites**
Before configuring this automation, ensure the following:
* You have the latest **SharinPix Package** installed. This feature requires version **1.376** or higher. You can follow [this guide](https://github.com/SharinPix/documentation/blob/main/m/FAQ/l/1236928-how-to-update-sharinpix-package-from-the-appexchange/README.md) to upgrade your SharinPix Managed Package to the newest version.
* Users must have the **SharinPix Forms** **Admin** or **SharinPix Forms User** permission set assigned. For more information on these two permission sets, check [SharinPix Permission Sets](https://docs.sharinpix.com/documentation/access-and-security/sharinpix-permission-sets).
* A form template has been created using the [SharinPix Form Template Editor](https://docs.sharinpix.com/documentation/sharinpix-form/sharinpix-form-template-editor).
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## Input Parameters
Below are the inputs required when using the `GenerateFormUrlAutomation` invocable method in a Salesforce Flow. These parameters must be provided to successfully generate a SharinPix Form URL.
| Parameter | Description |
| ---------------- | ------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- |
| recordId | The Salesforce Record ID (e.g. Work Order ID) to which the form url will be associated. *(Required)* |
| formTemplateId | The ID, Name or Url of the SharinPix Form Template for which you want to generate the SharinPix Form Url. *(Required)* |
| nameFieldApiName | API name of a field on the record (e.g. `WorkOrderNumber`) to be used as the job name in the SharinPix Form. |
| expiry | Number of days after which the url will expire. |
| anonymousUser | Specifies whether the SharinPix Form should be generated for anonymous access or for an authenticated Salesforce user. |
| formOnline | Specifies whether to generate a url that opens a SharinPix Form in Online Mode (On the Web Browser). |
| customParameters |
Additional user-defined parameters appended to the SharinPix Form launcher URL. Can add ret\_url, prefill values parameters and so on. (e.g. nameFieldApiName=Name\&pvInspectionName=Room\&ret\_url=salesforce1://)
|
## Flow Configuration Guide
The following flow setup uses a **Record-Triggered Flow** to automatically generate a SharinPix Form Url when a **Work Order** is created or updated.
### Step 1: Prepare Custom Field To Store URL
A field is needed on the Work Order object to store the generated URL. To do so, create a **Text Area (Long)** field to store the entire URL.
1. Go to **Setup** > **Object Manager** > **Work Order**.
2. Click on **Fields & Relationships** > **New**.
3. Select **Text Area (Long)** as the field type.
4. Name the field (e.g., `Form Url`) and set the length to the default value (`32,768` characters).
5. **Save** the field.
This field will store the full Form URL returned by the flow.
### Step 2: Configure a Record-Triggered Flow
1. Go to **Setup** > **Flows** > Click **New Flow**
2. Choose **Start From Scratch** and click **Next**
3. Choose **Record-Triggered Flow** and click **Create**
4. Set the following values:
| Setting | Value |
| --------------------- | ------------------------------ |
| Object | Work Order |
| Trigger | A record is created or updated |
| Set Entry Conditions | None |
| Optimize the Flow for | Actions and Related Records |
### Step 3: Add the Action to Generate the Form Url
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**Warning:**
Starting with the Salesforce **Winter’26 release** , Apex Actions can no longer be executed directly in the **Run Immediately** path of a record-triggered flow. Instead, they must be placed in an **asynchronous path** , as the synchronous execution option is no longer supported.
For more details, please refer to the documentation here:\
[*Unable to save a flow with an Apex Action after the Salesforce Winter ’26 release – What should I do?*](https://app.gitbook.com/s/i8tH1o5AHthxksYgF6ij/i-am-unable-to-save-a-flow-with-an-apex-action-after-the-salesforce-winter-26-release-what-should-i)
{% endhint %}
1. Add an **Action** element
2. Search for `Sharinpix__GenerateFormUrlAutomation`
3. On the **Action** modal for `Sharinpix__GenerateFormUrlAutomation`, populate the fields as indicated below:
| Field | Example Value |
| ------------------- | ------------------------------------ |
| Form Template ID | Fire Safety Inspection |
| Parent Record ID | Triggering WorkOrder > Work Order ID |
| Expiry in Days | 15 |
| Name Field API Name | WorkOrderNumber |
| Anonymous User | False |
| Custom Parameters | pvdate=09/05/2025 |
| Form Online | False |
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**Warning:**
* If the expiry value is not specified, the token will default to 30 days. If the token should not expire, the expiry value should be set to zero (`0`). This field only accepts whole numbers; decimal values are not supported and will result in an error.
* Ensure the specified template exists in your Salesforce org and that you have entered the correct name or ID.
{% endhint %}
### Step 4: Add Update Element
This step is used to store the url generated by the Apex action into the custom field `FormUrl__c` you created on the Work Order.
1. Add an **Update** element
2. Select **Use the Work Order record that triggered the flow**
3. Do not add any filter conditions.
4. In the **Set Field Values for the Work Order Record** section, populate it as indicated below:
| Field | Value |
| ------------ | ------------------------------------------------------------- |
| FormUrl\_\_c | Outputs from sharinpix\_\_GenerateFormTokenAutomation.formUrl |
### Step 5: Save and Activate the Flow
**Save** the Flow and click **Activate**.
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### Step 6: Find the SharinPix Form URL
To test the flow, create or update a **Work Order** record.
After the flow runs, the generated **SharinPix Form URL** will be stored in the `FormUrl__c` field of the Work Order. You can view it directly from the record detail page to confirm that the token was generated successfully.
## Demo
The diagram below illustrates the interaction flow when a user clicks the form URL from a Work Order record, launching the SharinPix Form directly in the SharinPix Mobile App.
.png?alt=media)
