Create Contact or Custom Data Object
Using this plugin you can set up the creation of a new contact or a new custom data object triggered by the submission of a form.
To apply the plugin to a form, specify the following parameters (fields marked with * are mandatory):
Parameters | Description |
|---|---|
Create Criteria | Use this field to provide the logical expression that will trigger the plugin's execution, using the Qx.Ay referencing format. To create a complex expression for multiple questions, use the OR, AND logic operators as well as the Advanced Logic rules. If the logical expression becomes true, the plugin will create a contact/custom data object; otherwise, nothing will be created. If no logical expression is specified, the plugin will be executed unconditionally. |
*Data Object Model | Choose whether a new record should be added to any of the created contact managers or data models. |
Unique Field Mapping | Set up the mapping between the form's question and the contact manager/data model field that will be used as a unique identifier. This is done in order to register unique contacts or data objects and to avoid the data being overwritten or duplicated. Use the Qx.Ay=>[Column Name] notation. Single Line, Multiline, Matrix, and Object Lookupquestion types can be used for the unique ID field mapping. |
Create if the unique field is empty | Choose Yes if you wish to create a custom object regardless of the 'Unique field' being set or not; Choose No to create a custom object only if the 'Unique field' has been set. |
Use piping | Choose Yes if you want to replace the piping tags; Choose No if you want to leave all of the piping tags as they are. |
*Field Mapping | Set up the mapping between the form's questions and the database fields. Click Add to create multiple mappings. Use the Qx=>[Column Name], Qx.Ay=>[Column Name] or the Qx.Ay.Cz=>[Column Name] notation depending on the type of question. If you need to pass the links to files added via the File Upload question type, use the following notation: LINK:Qx.Ay for downloadable links, PLINK:Qx.Ay for preview links. The PLINK reference will show a preview of an image, or an icon for other files. When accessing an image via a direct link, your browser will show the download dialog. To view the images instantly, place a link to the image inside the <img src='downloadable link'/> HTML tag. Use the Quick edit button to enter and edit all references at once, placing each separately on a new line. |
If the Create if the unique field is empty option is used, the plugin might create duplicates when:
a user is trying to resubmit the response;
if the internet connection was lost when saving the online voting results or during the offline app sync.
This plugin works best if applied to forms with the active Allow multiple responses feature. If this feature is not active, the plugin will cause the creation of duplicate contacts.
If you are adding contacts to the contact manager with a Login column set, make sure that this field is mapped.
The plugin works with the question/answer identifiers, so you may use them instead of question/answer numbers in the plugin's parameters.