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correctly mapping checkbox custom question

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  • correctly mapping checkbox custom question

    I see you now support mapping checkbox custom questions. What is the expected value from the form to put as the answer to map to a checked checkbox on the opp record?

  • #2
    Good day!

    It really does not matter as you may choose what answer to be which option.

    So you can say if the answer to the question is "Absolutely true" then choose the checkbox.

    I hope that makes sense.

    Let us know if you have any additional questions.
    Regards,
    Click & Pledge Support Department

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    • #3
      We are using a checkbox on the form as well and I don't know what value FAAS passes a checked checkbox. I tried mapping 1 and true and neither worked.

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      • #4
        Good day!

        The answer to your question is not really possible - let me explain:

        HTML checkbox syntax simply has a value node - for checked you state what to pass.

        Please see: http://www.w3schools.com/html/tryit....yhtml_checkbox

        It is what you decide to pass- there is no value that is correct or incorrect or assumed.

        To see what value you are passing simply go to Salesforce > C&P Data and review the XML. It shows you what you are passing. I am sure if you see the above example you will see what I am talking about.

        Hope that makes sense.. Let me know if you need any further help.
        Regards,
        Click & Pledge Support Department

        On Salesforce? Help us by rating our app: Click & Pledge Donor Management on AppExchange

        Join us @ the educational webinars: https://clickandpledge.com/webinars/
        Live Support available Join between 3:00 - 3:30 p.m. ET Monday - Thursday: https://clickandpledge.com/webinars/
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        • #5
          Hi,

          Is this somehow improved now? I have the Anonymous Gift field on Opportunities and want it to be checked when a C&P gift on the form has Anonymous Gift checkbox checked.

          I tried "&the answer is" Yes, then "True" and some other ways, but nothing worked. Thanks for your help!

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          • #6
            Good day @[email protected]

            In case of Checkbox custom fields, we are passing the value as "Checked" and "Not Checked" in the XML.

            In your case of Anonymous Gift checkbox checked, you need to map as the "Checked" instead of "Yes" and replace answer with "True"

            Hope that helps. Let us know if we can be of any further assistance.
            Regards,
            Click & Pledge Support Department

            On Salesforce? Help us by rating our app: Click & Pledge Donor Management on AppExchange

            Join us @ the educational webinars: https://clickandpledge.com/webinars/
            Live Support available Join between 3:00 - 3:30 p.m. ET Monday - Thursday: https://clickandpledge.com/webinars/
            Are you on Salesforce? Join us at the Power of Us Hub: https://powerofus.force.com/0F980000000CjpC

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            • #7
              Hi,

              Thanks for your quick reply. I tried "Checked" for and "True" but it didn't work, then I figured out the question was not matching. I copied the exact question from the C&P transaction and it worked! Thanks!

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              • #8
                Good day [email protected]

                You may want to always check the C&P Data. The C&P Data has the data you are trying to map and if you review the XML you will be able to see the exact posted question. That is how we do it and always start from the C&P Data.

                hope that helps.
                Regards,
                Click & Pledge Support Department

                On Salesforce? Help us by rating our app: Click & Pledge Donor Management on AppExchange

                Join us @ the educational webinars: https://clickandpledge.com/webinars/
                Live Support available Join between 3:00 - 3:30 p.m. ET Monday - Thursday: https://clickandpledge.com/webinars/
                Are you on Salesforce? Join us at the Power of Us Hub: https://powerofus.force.com/0F980000000CjpC

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