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Update contact or custom data object

Update contact or custom data object plugin is used to update existing contacts or custom data objects when respondents submit the form. To apply the plugin, you need to specify following parameters:

  1. Update criteria - Specify in this field a logical expression by using the following formats: Qx, Qx.Ay, Qx.Ay.Cz. To create a complex expression for multiple questions, use the OR, AND logic operators and Advanced Logic rules. 
    If logical expression is true, the plugin will update the contact or custom data object, in opposite case - contact or custom data object will not be updated. If no logical expression is specified, the update will be executed unconditionally.

  2. *Type of Data Object - Select the Contact Manager or Data Model to update a record inside it. This is a required field.

  3. Unique Field Mapping - Set up the mapping between the form/survey question, where the unique identifier of the object is stored and Contact Manager or Data Model field, marked as the Unique Key. Use the Qx.Ay=>[Column Name] notation.  Single Line TextMultiline Text, and Object Lookup question types can be used for the mapping with the Unique key field. This is a required field.

  4. Use piping - Select "Yes" if you want to replace piping tags, "No" - if you want to leave piping tags as they are.

  5. Overwrite with empty values - When mapped questions in the form are left unanswered, you may control whether fields in the Contact Manager or Data Model are overwritten with empty values or not.
    "Yes" means the plugin will overwrite target fields with empty values from the form. 
    "No" means the plugin will skip empty form fields.

  6. *Field Mapping - Set up the mapping between the survey questions and database fields. Click the Add button to create multiple mappings. Use the Qx=>[Column Name]Qx.Ay=>[Column Name] or Qx.Ay.Cz=>[Column Name] notation depending on the type of question. This is a required field.

If you need to pass the links to the files which were added via File Upload questions, you may 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 an image is accessed by a direct link, a browser will show a download dialog. To view the images right away, place a link to the image inside the <img src='downloadable link'/> HTML tag.

Quick edit button allows to enter and edit all references at once, each on a separate line.

  • Parameters marked with * are required.

  • Autocomplete function allows you enter references to form/survey questions faster and easier. After entering Q or Qx.A system will show you the list of available questions or answer choices. Picked element will be substituted by its sequence number within the survey.

Please note, that this plugin also works with the question and answer identifiers, so you can use them instead of question and answer numbers in plugin parameters.

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