This article will walk you through how to add a short response Account ID question to your Launch Form.
- Click on the Workflow Designer tab and select the workflow configuration you want to modify. Click on the Create tab.
- Click Add question to form or Add question to section. If you want to learn more about the form field types in Workflow Designer, refer to Form Field Types in Workflow Designer.
- Click Select Field and add a custom field tag such as Account ID. This field is not tagged anywhere in the document, and only the name is editable in the Fields and Conditions panel.
- Customize the question with how you would like it to appear in your launch form.
- Repeat this process to add a Short Response question for the Account ID and any other relevant object IDs, such as the Quote ID or Opportunity ID. These fields will be used for Salesforce Record Sync.