We have a Yes/No field in SF that we require our staff to complete when creating new contacts. We are currently using a FormAssembly form with a workflow to capture information for an event that we host. Many of those people are already in SF, but some are not. When the new names are added in, I need to be able to have those required fields completed but don't need (or really want) the fields to be visible to the outside folks completing the form. Is there a way to include these as hidden fields in FormAssembly or is it something I should add to the workflow?
@Nonprofit Success Pack
@System Administrators
@Event Management
@FormAssembly
there’s a few ways to do this :
1. ask if they’re new, then conditionally ask the question
2. Send new people a different link and adjust the form using the prefill connector
3. Ask everyone this question but only add the value to salesforce if Formassembly doesn’t find a match.
I have experienced a lot of difficulty with the “update” function in the connector so often have to break the post- submission integration
up into multiple steps :
-find the contact based on email or what have you
-if contact is not found, do one thing
-if contact is found, do another thin
