> For the complete documentation index, see [llms.txt](https://docs.sharinpix.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.sharinpix.com/forms/salesforce-integration/automatic-sync-captures-to-newly-created-child-records-using-flow-admin-oriented.md).

# 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-1-configure-a-record-triggered-flow "mention")
* [#step-2-add-a-get-records-to-retrieve-form-sections-with-the-created-records](#step-2-add-a-get-records-to-retrieve-form-sections-with-the-created-records "mention")
* [#step-3-add-a-loop-to-go-through-each-section](#step-3-add-a-loop-to-go-through-each-section "mention")
* [#step-4-add-a-get-records-to-capture-answers-in-the-sections](#step-4-add-a-get-records-to-capture-answers-in-the-sections "mention")
* [#step-5-add-a-loop-to-go-through-every-answer-in-the-section](#step-5-add-a-loop-to-go-through-every-answer-in-the-section "mention")
* [#step-6-add-apex-action-sharinpix-duplicate-album](#step-6-add-apex-action-sharinpix-duplicate-album "mention")

2. Demo of the flow

{% hint style="warning" %}
**Prerequisites**

Before configuring this automation, ensure the following:

* You have the latest **SharinPix Package** installed. You can follow this [guide ](/faqs/how-to-update-sharinpix-package-from-the-appexchange.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. ](/documentation/access-and-security/sharinpix-permission-sets.md)
  {% endhint %}

## 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                                       |

<figure><img src="https://2647402409-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FrRD1Xcn9HtKcyfQ9Ghyk%2Fuploads%2FgNZ9g2f1Tr8EYaFc9afG%2FForm%20Component%20Doc%20%20(3).png?alt=media&amp;token=d8478ad8-da00-4d40-b57c-144b0c7f4a94" alt=""><figcaption></figcaption></figure>

<figure><img src="https://2647402409-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FrRD1Xcn9HtKcyfQ9Ghyk%2Fuploads%2Fx1FFMXcb8uGAIIA3NuAa%2FForm%20Component%20Doc%20%20(2).png?alt=media&amp;token=a796779e-1760-4239-99a3-6994c58582b1" alt=""><figcaption></figcaption></figure>

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

Set the following values:

<table><thead><tr><th width="286.89453125">Setting</th><th width="481.21875">Value</th></tr></thead><tbody><tr><td>Object</td><td>SharinPix Form Answer</td></tr><tr><td>Filter SharinPix Form Answer Records</td><td><p>All conditions are met (AND) </p><p>(see table below for condition requirements configurations)</p></td></tr><tr><td>Sort Order</td><td>Not Sorted</td></tr><tr><td>How many records to store</td><td>All records </td></tr><tr><td>How to store record data </td><td>Automatically store all fields</td></tr></tbody></table>

Condition Requirements:

<table><thead><tr><th width="216.97265625">Field</th><th width="108.43359375">Operator</th><th>Value</th></tr></thead><tbody><tr><td>SharinPix Form Response</td><td>Equals</td><td><code>Triggering sharinpix__FormResponse__c > Record ID</code></td></tr><tr><td>Linked RecordId</td><td>Is Null</td><td><code>False</code></td></tr></tbody></table>

<figure><img src="https://2647402409-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FrRD1Xcn9HtKcyfQ9Ghyk%2Fuploads%2FVK3CH1RQ2j2kyRuAHMRu%2FForm%20Component%20Doc%20%20(4).png?alt=media&amp;token=f58943ab-2895-4094-bf86-89990e8236d7" alt=""><figcaption></figcaption></figure>

### Step 3: Add a Loop to go through each section&#x20;

| Setting                                         | Value                                                                                                                                                                     |
| ----------------------------------------------- | ------------------------------------------------------------------------------------------------------------------------------------------------------------------------- |
| Collection variable                             | `Get Records > SharinPix Form Answers from Get Sections With A Created Record (`[`Step 2`](#step-2-add-a-get-records-to-retrieve-form-sections-with-a-created-records)`)` |
| Specify direction for iterating over collection | First item to last item                                                                                                                                                   |

<figure><img src="https://2647402409-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FrRD1Xcn9HtKcyfQ9Ghyk%2Fuploads%2Fo6JaBtoJyUjQVS2JeOyh%2FForm%20Component%20Doc%20%20(5).png?alt=media&amp;token=e8ca2c7b-9c4d-436a-b9a5-b6ccc98c7326" alt=""><figcaption></figcaption></figure>

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

Set the following values:&#x20;

| 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:&#x20;

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

Condition logic:

<table><thead><tr><th width="102.30078125" data-type="number"></th><th width="224.89453125">Field</th><th width="157.44921875">Operator</th><th width="274.76171875">Value</th></tr></thead><tbody><tr><td>1</td><td>SharinPix Form Section</td><td>Equals</td><td><code>Current item from loop for each section with a created record > Record Id</code></td></tr><tr><td>2</td><td>Form Repeated Answer</td><td>Equals</td><td><code>Current item from loop for each section with a created record > Record Id</code></td></tr><tr><td>3</td><td>InputType</td><td>Equals</td><td><code>sharinpix-app</code></td></tr><tr><td>4</td><td>Image URL </td><td>Is Null</td><td><code>False</code></td></tr></tbody></table>

<figure><img src="https://2647402409-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FrRD1Xcn9HtKcyfQ9Ghyk%2Fuploads%2F6il3VsTTuQBjFVuyzM69%2FForm%20Component%20Doc%20%20(6).png?alt=media&amp;token=5004da63-e257-46d9-a332-cd0347525309" alt=""><figcaption></figcaption></figure>

### 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](#step-4-add-a-get-records-to-capture-answers-in-the-sections)) |
| Specify direction for iterating over collection | First item to last item                                                                                                             |

<figure><img src="https://2647402409-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FrRD1Xcn9HtKcyfQ9Ghyk%2Fuploads%2FGTBcGRqyIXoXTVjlbZpN%2FForm%20Component%20Doc%20%20(7).png?alt=media&amp;token=6dbca877-dc3a-4803-8a63-d46df5523b96" alt=""><figcaption></figcaption></figure>

### 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 documentation[Duplicate a SharinPix album using a Flow (Admin-Oriented)](/documentation/cookbook/duplicate-a-sharinpix-album-using-a-flow-admin-oriented.md).

| Setting              | Value                                                                                                                                                |
| -------------------- | ---------------------------------------------------------------------------------------------------------------------------------------------------- |
| Destination Album ID | `Current Item from Loop For Each Section With A Created Record (`[`Step 3`](#step-3-add-a-loop-to-go-through-each-section)`) > Linked RecordId`      |
| Source Album ID      | `Current Item from Loop For Each Capture Answer In Section (`[`Step 5`](#step-5-add-a-loop-to-go-through-every-answer-in-the-section)`) > Record ID` |
| Include Tags         | `True` or `False`                                                                                                                                    |

The final Flow should look like this:

<figure><img src="https://2647402409-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FrRD1Xcn9HtKcyfQ9Ghyk%2Fuploads%2FkGO5n87PLu5Asu7RSpoe%2FForm%20Component%20Doc%20%20(8).png?alt=media&amp;token=9a128137-402b-49c8-9d04-2a9d33e455ed" alt=""><figcaption></figcaption></figure>

## 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.&#x20;

<figure><img src="https://2647402409-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FrRD1Xcn9HtKcyfQ9Ghyk%2Fuploads%2FbyxwmsqyE73fkblNvlVf%2FForm%20Component%20Doc%20%20(9).png?alt=media&amp;token=e87e69ad-7add-4f9c-8a5b-ee602f7d2059" alt=""><figcaption></figcaption></figure>

{% hint style="success" %}
**Tip**\
Add a [SharinPix Album LWC](/documentation/lightning-web-component/sharinpix-album-lwc.md) to the record page layout so you can view images on the records you create.
{% endhint %}

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

<figure><img src="https://2647402409-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FrRD1Xcn9HtKcyfQ9Ghyk%2Fuploads%2Fe5xpimUt7dtbyQQSBi0e%2FForm%20Component%20Doc%20%20(10).png?alt=media&amp;token=63d1ac9c-1de1-45e2-bc11-e44357cd7d9f" alt=""><figcaption></figcaption></figure>


---

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