Automatic Sync Captures to Newly Created Child Records using Flow (Admin-Oriented)

Overview

If a SharinPix Form has sections or repeated sections configured to generate new Salesforce records upon submission, Salesforce Admins can configure a Salesforce Flow to sync images captured in those sections to the SharinPix Albums of the newly created records.

This documentation explains how to configure your Flow accordingly. It covers the following :

1. Flow Configuration Guide

• Step 1: Configure a Record-Triggered Flow

• Step 2: Add a Get Records to retrieve Form Sections with the created records.

• Step 3: Add a Loop to go through each section

• Step 4: Add a Get Records to capture answers in the sections

• Step 5: Add a Loop to go through every answer in the section

• Step 6: Add Apex Action SharinPix Duplicate Album

1. Demo of the flow

Prerequisites

Before configuring this automation, ensure the following:

• You have the latest SharinPix Package installed. 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.

Flow Configuration Guide

The following flow setup uses a Record-Triggered Flow to automatically sync media captured to its related record's album when a form response is submitted.

Step 1: 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	Sharinpix Form Response
Trigger	A record is created or updated
Set Entry Conditions	All Conditions Are Met (AND)

Set Entry Conditions configuration:

Field	Operator	Value
ProcessedAt	Is Null	False
Image Synced At	Is Null	False
Records Created At	Is Null	False

Setting	Value
When to run the flow for updated records	Only when a record is updated to meet the condition requirements.
Optimize the Flow for	Actions and Related Records

Step 2: Add a Get Records to retrieve Form Sections with the created records.

Set the following values:

Setting	Value
Object	SharinPix Form Answer
Filter SharinPix Form Answer Records	All conditions are met (AND) (see table below for condition requirements configurations)
Sort Order	Not Sorted
How many records to store	All records
How to store record data	Automatically store all fields

Condition Requirements:

Field	Operator	Value
SharinPix Form Response	Equals	Triggering sharinpix__FormResponse__c > Record ID
Linked RecordId	Is Null	False

Step 3: Add a Loop to go through each section

Setting	Value
Collection variable	Get Records > SharinPix Form Answers from Get Sections With A Created Record (Step 2)
Specify direction for iterating over collection	First item to last item

Step 4: Add a Get Records to capture answers in the sections

Set the following values:

Setting	Value
Object	SharinPix Form Answer
Filter SharinPix Form Answer Records	See table below for condition requirements configurations
Sort Order	Not Sorted
How many records to store	All records
How to store record data	Automatically store all fields

Condition Requirements:

Setting	Value
Condition Requirements	Custom condition logic is met
Conditional Logic	(1 OR 2) AND 3 AND 4

Condition logic:

	Field	Operator	Value
1	SharinPix Form Section	Equals	Current item from loop for each section with a created record > Record Id
2	Form Repeated Answer	Equals	Current item from loop for each section with a created record > Record Id
3	InputType	Equals	sharinpix-app
4	Image URL	Is Null	False

Step 5: Add a Loop to go through every answer in the section

Setting	Value
Collection Variable	SharinPix Form Answers from Get Capture Answers in Section (Step 4)
Specify direction for iterating over collection	First item to last item

Step 6: Add Apex Action SharinPix Duplicate Album

Add the Apex action sharinpix__DuplicateAlbum to the flow. For more information regarding this Apex action, refer to this documentationDuplicate a SharinPix album using a Flow (Admin-Oriented).

Setting	Value
Destination Album ID	Current Item from Loop For Each Section With A Created Record (Step 3) > Linked RecordId
Source Album ID	Current Item from Loop For Each Capture Answer In Section (Step 5) > Record ID
Include Tags	True or False

The final Flow should look like this:

Demo

In this demo, the SharinPix Form is configured with a repeating section 'On-Site Workers' that creates new contact records. Any images uploaded via the embedded capture element in those sections will automatically be duplicated to the albums of the newly created contacts.

Tip Add a SharinPix Album LWC to the record page layout so you can view images on the records you create.

Upon Form submission, the Flow automatically triggers and duplicates any images uploaded in the section directly to the related contact record's album.