Announcement

Collapse

Information Needed

See more
See less

Custom Question Mapping - passing value is answer is blank

Collapse
X
 
  • Filter
  • Time
  • Show
Clear All
new posts

  • Custom Question Mapping - passing value is answer is blank

    I have a custom question on a donation form to check a box "Yes" if they wish to opt out of communications - https://connect.clickandpledge.com/w...85950964877206

    If Yes is checked, then I would like to check the Email Opt-Out box on the Salesforce contact. If it is left unchecked, then I would like a custom Salesforce checkbox field to be checked, which will then kick off a process to add this contact into the email list.

    Is there any way to do the custom mapping so that if that answer is left unchecked, then it passes a true value? Right now, if Answer is left blank in the custom mapping, then the mapping runs for any answer entered.

  • #2
    Good day @jkwok

    In order to accomplish the above, you will need to add TWO Custom mapping with the same question:
    • Your Question > if Answer is: "Checked" > replace Answer: True
    • Your Question > if Answer is: "NOT Checked" > replace answer is: True (if you would like to check the box otherwise false)
    Please see the image:
    Click image for larger version

Name:	Custom Mapping.jpg
Views:	57
Size:	62.6 KB
ID:	34673

    In above case, either the checkbox is checked OR left, it will check the box for the field in the object.

    Hope that make sense. 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

    Comment


    • #3
      Thank you! I'm still having trouble getting the checkbox to fill when the custom question is not checked. I have tried different answers (Yes/Not Yes; Checked/Not Checked) and they haven't been working. The only field that is filling out correctly is the Email Opt-Out field when Answer = Yes and Replace text with is checked.

      Comment


      • #4
        Good day @jkwok

        Would you please grant us login access as well as share the order number and the field name you are trying to map?

        Looking forward to hear back from you.
        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

        Comment


        • #5
          I've granted login access for OID 00Dc0000003w6pb

          I've submitted several orders to try to test the mapping. Some numbers:
          38617-1708301417310322385
          38617-1708301415256552385
          38617-1708301414087182385
          38617-1708301411513002385

          The field names I am trying to map to are Email Opt Out and Click & Pledge: Add to Newsletter, both on the Contact object.

          Comment


          • #6
            Good day @jkwok

            Ah, the reason it didn't map the questions because in case connect forms for checkbox and radio button, we are not passing the questions to SF in case of the checkbox left unchecked. So that means you can't map the questions which has been left unchecked (not answered).

            We found that these TWO order numbers 38617-1708301414087182385 & 38617-1708301411513002385 questions has been answered but it didn't match the answers for mapping.

            However, you may accomplish the above by adding the Yes or No option by keeping them mandatory, in this way the question will be posted to SF and maybe mapped.
            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

            Comment

            Working...
            X