Hi, Im wondering if anyone has found an easy way to combine/aggreate properties used within a form into one place.
For example, when a contact has filled out an enquiry form and it collects information like name, email, phone, and a few custom questions about their enquiry, ideally I need all of this information stored in one place so that it can be easily sent to other team members.
I have created a workflow that would create a pinned note with this information in, but wondered if anyone knew of another workaround, thanks.
In case it’s not, and you need it combined in one place, then you could leverage notes, as you already are, yes, or a custom multi-line text property. Using a workflow, you could set the value of that multi-line text property to the values of all the fields submitted on that form, using the “Edit record” workflow action.
Such a workflow would (re-)enroll contacts whenever they submit a form. If you don’t want it overwritten, you would set the value of the multi-line text property to everything that was submitted + the value of the property itself. It will then create a log and grow longer and longer and longer with subsequent submissions.
- add a contact view with Enquiry Form and add the properties used to the form (columns)
- create a list for form submissions and add also the columns with data captured
- inside the contact you can add a properties card (overview tab) that would add the data on latest form submission.
I’m following up on a previous thread where your team suggested using a workflow with the “Edit record” action to aggregate Typeform submission data into a Note (or a custom multi-line text property), using an “append” logic (new submission + existing value) so the log grows with each new submission instead of being overwritten.
I tried to set this up, but I’m running into two issues (see attached screenshot):
In the “Edit record” action, the only “Change type” options available to me are “Replace” (and similar), with no “Append” option. This means each new submission overwrites the previous content instead of adding to it.
My form can be submitted multiple times by the same contact, and each submission includes several fields. I need the workflow to capture the full set of answers from that submission (not just a single token like “Form name”) and add them to what’s already stored, so I end up with a running log of every submission’s complete responses for that contact.
Could you confirm:
Whether “Append” is available for the property type I should be using (and if so, why it might not be showing for me - is it tied to a specific property type like multi-line text vs. Note?)
How I can insert multiple form fields/tokens together (the full submission), not just one, into that value
Whether this is achievable natively, or if it requires a workaround (e.g., a custom property, a different action, or a Note created via a different workflow action)