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

2. Flow Configuration Guide

   • Step 1: Prepare Custom Field To Store URL

   • Step 2: Configure a Record-Triggered Flow

   • Step 3: Add the Action to Generate the Form Url

   • Step 4: Add Update Element

   • Step 5: Save and Activate the Flow

   • Step 6: Find the SharinPix Form URL

3. Demo

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 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.

• A form template has been created using the SharinPix Form Template Editor.

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

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?

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

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.

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.

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.