Generate SharinPix Shareable Form Links Automatically
Overview
This article explains how FormShareAutomation allows users to automatically generate a shareable link that launches a SharinPix Form directly from a Salesforce Flow.
Instead of using long Form URLs, a share link provides a shortened URL that can be easily distributed for example, via email or SMS, to external or internal users. When opened, the link takes the user directly to the form, where they can fill it out and submit it.
This documentation covers the following:
Prerequisites
Before configuring this automation, ensure the following:
- You have the latest SharinPix Package installed. This feature requires version 1.384 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 FormShareAutomation invocable method in a Salesforce Flow. These parameters must be provided to successfully generate a SharinPix Share Url.
| Parameter | Description |
|---|---|
| recordId | The Salesforce Record ID (e.g. Work Order ID) to which the form url will be associated. (Required) |
| templateReference | 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. |
| 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 Share Url when a Work Order is created or updated.
Step 1: Prepare Custom Field To Store Share URL
A field is needed on the Work Order object to store the generated URL. To do so, create a URL field to store the share URL.
Go to Setup > Object Manager > Work Order.
Click on Fields & Relationships > New.
Select URL as the field type.
Name the field (e.g.,
Share Link).Save the field.
This field will store the Form Share URL returned by the flow.
Step 2: Configure a Record-Triggered Flow
Go to Setup > Flows > Click New Flow
Choose Record-Triggered Flow and click Create
Set the following values:
| Setting | Value |
|---|---|
| Object | Work Order |
| Trigger | A record is created |
| Set Entry Conditions | None |
| Optimize the Flow for | Actions and Related Records |
| Add Asynchronous Path | Enabled |
Step 3: Add the Action to Generate the Share Link
Add an Action element
Search for
Sharinpix__FormShareAutomationOn the Action modal for
Sharinpix__FormShareAutomation, populate the fields as indicated below:
| Field | Example Value |
|---|---|
| Template Reference | Fire Safety Inspection |
| Record ID | Triggering WorkOrder > Work Order ID |
| Expiry in Days | 7 |
| Name Field API Name | WorkOrderNumber |
| Custom Parameters | pvdate=09/05/2025 |
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 ShareLink__c you created on the Work Order.
Add an Update element
Select Use the Work Order record that triggered the flow
Do not add any filter conditions.
In the Set Field Values for the Work Order Record section, populate it as indicated below:
| Field | Value |
|---|---|
| ShareLink__c | Outputs from sharinpix__GenerateFormTokenAutomation.url |
Step 5: Save and Activate the Flow
Save the Flow and click Activate.
Step 6: Find the SharinPix Share URL
To test your flow, create a Work Order record (or the object used in your automation).
After the flow runs, the generated SharinPix Share Link will be stored in the ShareLink__c field of the Work Order. You can view it directly from the record detail page to confirm that the link was generated successfully.
Clicking the link will immediately launch the corresponding SharinPix Form, allowing the user to fill it out and submit it.
You can also verify that a corresponding SharinPix Share record has been created, containing all details related to the generated share link.
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