Updating a contact, account, or custom data object with a custom value

Three form processing steps allow you to use custom values to update your contact or account data, or a custom object:

  • Update Contacts - With Custom Values
  • Update Account - With Custom Values
  • Updated Custom Data Object - With Custom Values

Configure these steps to perform the updates using one of the update rule types listed in the configuration panel, or by applying a Shared Update Rule. You can also make these updates conditional, based on a value in a selected form field. For instance, if the form is submitted by an employee of a specific company, you can set other field values to reflect known company information such as the ticker symbol for the company's stock, or the location information for their headquarters.

To update a contact, account, or custom data object with a custom value:

  1. Open a form or create a new one.
  2. Click Processing.
  3. Add a new processing step:
    • In the classic UI, click The Add icon in the left pane.
    • In the Redwood experience, select An image of the Add button..
  4. Choose one of the following options:
    • In the classic UI:
      • The Contact iconUpdate Contacts - With Custom Values
      • The Account icon Update Account - With Custom Values
      • The Custom Record iconUpdated Custom Data Object - With Custom Values
    • In the Redwood experience:
      • Update contacts with custom data Update Contacts - With Custom Values
      • Update accounts with custom data Update Account - With Custom Values
      • Update custom objects with custom dataUpdated Custom Data Object - With Custom Values
      followed by clicking Select:
  5. In the right pane, configure the step:
    OptionSteps
    To update a contact
    1. Choose an option:
      • To use a shared update rule, click Apply Shared Update Rule and select the form update rule.
      • While using the Redwood experience, "Shared Update Rules" have been renamed to "Form Update Rules". To use a form update rule select the option from the "Configuration Rule Type" drop-down, and choose your form update rule. Details about the rule will be listed in the step. Click update to apply the changes to your processing step.
      • If you are not using a shared update rule, click An image of the Add button. and choose the contact field to update and how you want to update it. Click Add and configure the settings for the update.
      • While using the Redwood experience, if you are not using a Form Update Rule, choose "Custom Rules" from the configuration rule type drop-down. Select "Add Rule" and choose the field to update and the update type.
    2. To override the default key field mapping, click Advanced Settings and choose the key field.
    To update an account
    1. Click the form field that uniquely identifies the account in the drop-down list, and then select the key account field.
    2. Click An image of the Add button. and choose the account field to update and how you want to update it. Click Add and configure the settings for the update.

      While using the Redwood experience, select Add Rule and choose the field to update and the update type.
    To update a custom data object
    1. Click the custom object to update in the Choose a Custom Object drop-down list.
    2. If necessary, click the key field in the Select the Key Field drop-down list.
    3. Click An image of the Add button. and choose the account field to update and how you want to update it. Click Add and configure the settings for the update.

      While using the Redwood experience, select "Add Rule" and choose the field to update and the update type.
  6. Specify when to process this step.
  7. Click Save.

Learn more

Creating form update rules

Updating a contact, account, or custom data object with form data