![]() Navigate to Company Settings > Users and Groups > Users > SSO Sign-In Methods. In Ironclad, click on your name located in the top right corner of Ironclad.This will make it easier to identify the source of any issues. In order to be redirected to the SSO login page, you need to append a modifier to the end of each Launch URL.īefore setting up SSO redirect, we suggest completing all of the steps in the Salesforce Setup Guide and verifying that a workflow can be successfully launched in Google Chrome by a user who is already logged in to Ironclad from a separate tab. Users working in Salesforce who aren’t logged into Ironclad (for example, they just had an account provisioned or was automatically logged out) may attempt to launch workflows from the Launch Component Button, which will send them to the standard Ironclad login page. If you had not finished submitting your launch form before the refresh, return to the source object and start a new launch form from the launch component to restore values for the automatically populated fields. To view your workflow in Ironclad, click the Dashboard tab and click on your workflow.Search for Ironclad Workflows, and then click on Ironclad Workflows. To view your workflow in Salesforce, click on the App Launcher indicated by a grid of dots.Your workflow is unaffected, and you can still view it in Ironclad and Salesforce: In this case, that is a blank launch form. This means that when you refresh the iFrame resets to its base state. ![]() What happened?” The iFrame for the launch form cannot track the session’s content. “I refreshed my browser tab and the launch form is now blank. The previous tab continues to show the initiated request page and both tabs remain open until you manually close them. Once the workflow is successfully launched, the Salesforce window redirects you from the launch form tab to a new Salesforce tab that shows the Ironclad workflow object that was just created for the new workflow. When you click the link, a new browser tab is opened that directs you to Ironclad where can monitor the status of the workflow. This happens in the SAME tab as your launch form. Your browser settings must have cookies enabled so that the iFrame can load correctly.Īfter the launch form request is submitted, you see the launch form refresh and display a confirmation message that your request has been received. This tab uses an HTML iFrame to display the launch form. ![]() When a user starts the embedded workflow launch experience, the launch form opens in another Salesforce tab that is separate from the Salesforce object you launched from. If you want to learn more about troubleshooting Salesforce integration errors, check out Ironclad Salesforce Integration Errors. If you run into an issue that is not mentioned in this topic, or are having difficulties implementing the suggested fixes, reach out to the Ironclad Support team. The information may not be accurate for previous versions. This article is intended for users with version 2.13+ of the Ironclad Managed Package. ![]()
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