Configuring when a form processing step runs
Tip: Warnings are displayed for probable errors due to misconfigurations for form processing steps caused by data type mismatch. For example, an error notification will appear if your form processing step relies on an email address, but the email address field is not validated on your form. We recommend you review and resolve the warnings before activating your form.
After you add form processing steps to a form, you cannot change the order of the steps. Some form processing steps must be performed before others and Oracle Eloqua will reorder the steps accordingly. For example, Oracle Eloqua must add a contact to your contact database before it can add the contact to a campaign. As a result, the Update Contacts - With Form Data step must be processed before the Add to Campaign step. To view the order that Oracle Eloqua processes the steps, reload the form after adding the steps.
The following processing steps are performed before any other form processing step:
- Update Contacts - With Form Data
- Update Contacts - With Custom Values
- Update Account - With Form Data
- Update Account - With Custom Values
- Update Custom Data Object - With Form Data
- Update Custom Data Object - With Custom Value
You can configure the step to occur only when certain conditions are met. For example, you could use a condition to subscribe a contact to a mailing list if they selected the applicable option in the form. You can create conditions that evaluate against the following data:
- Contact fields
- Custom objects
- Form fields
If you add multiple conditions to a form processing step, they are joined together using a Boolean AND operator. This means that all of the conditions must be met in order to run the processing step. In the following example, two conditions have been set up for the Send Submitter an Email processing step. The first condition ensures the submitter opts in to receive the newsletter, and the second condition ensures that the submitter is in the correct region.
To create a conditional form processing step:
- Add the form processing step to your form.
- At the bottom of the window, click .
- In the Conditions Editor, click the type of information you want to evaluate against in the drop-down list. You can use contact fields, custom objects, or form fields.
- Double-click the field that you want to test against in the condition.
- In the right pane, double-click the field you added and configure the condition. Consider the following when configuring the condition:
- You can configure the condition to match exactly what you specify or not.
- You can compare to a form field value or a value you provide.
- Click Close and save your changes.
After you close the window, a small badge appears indicating the number of conditions. Hover over the icon to quickly view the configured conditions.
You can remove a form processing step that you previously added or you can disable it to prevent Oracle Eloqua from using it.
To disable or remove a form processing step:
- Open the form and click Processing.
- Click the step and select one of the following options:
- To delete the step from the form, right-click the step and click Remove step.
- To disable the step, click .
Disabled steps are indicated by a gray circle beside their name.
- Click Save.