> For the complete documentation index, see [llms.txt](https://docs.work-relay.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.work-relay.com/forms/using-forms/how-to-incorporate-form-into-screen-flow.md).

# How to incorporate form into screen flow

You can embed Form to the Salseforce Visual Workflow.

Visual Workflow in Salesforce is a drag and drop interface that allows Salesforce user’s to automate business processes by creating applications using Process builder without code. It is similar to Work-Relay, but less powerful and very simple. Read [this Salesforce article](https://developer.salesforce.com/docs/atlas.en-us.196.0.salesforce_vpm_guide.meta/salesforce_vpm_guide/vpm_admin_flow_overview.htm) to know more.

{% stepper %}
{% step %}

## Add the WR Form Panel component

Go to needed Visual Workflow page (1). Double click on necessary "Screen" element (2) to show it's "Edit" popup (3), select WR Form Panel component (4) in the components list and place panel appeared (5) to the screen section you need:

![](/files/4b133688f8bb4e661322cc670725f11228ef7b82)
{% endstep %}

{% step %}

## Provide API name and form Id

Fill in API Name (6), Form Id (7; copy the Id from your form Settings tab -> Id and define a variable for the Form Id):

![](/files/7d8a9f55fbb9b93d1a2fe7a8d70d345642356779)
{% endstep %}

{% step %}

## Populate other properties

* **Form mode** (10)The form mode: pass 'view' or 'edit' values.
* **Context Fields** (8)Allow to pass parameters to the form from the Context object.\
  Use JSON key/value format to pass the context record field values to the form. The 'key' is the parameter name, the 'value' is the field api name.\
  Example: The form source object is Contact(FirstName='Jim', LastName='Lee'). The *contextFields* in this case may look like:\
  `{"fnameParam":"FirstName", "lnameParam":"LastName"}`
* In the form the merge field *{$FormParameters.fnameParam}* will be replaced with "Jim".\
  Note: Contextfieldsetting will work only if Record Id is passed.
* **Entire Height** (9)Select this mode if you want to see the entire height form.
* **Record Id** (11)Pass context record id to the form. To do this create recordId flow variable first, then put it into Record Id field.\
  NOTE: Variable should have 'recordId' API name:

![](/files/8d7cb2d7fa5c91bdc402febce5dd2cb2d5d779b1)
{% endstep %}
{% endstepper %}