Hi All,
In my workflow where I based on the Lead Source being unknown I would set it, and then I would set the Lead Source Latest to the same, or if the Lead Source was known, I would just set the Lead Source Latest. However I also had a field called Lead Source History that would always stamp this last Lead source latest, so I always had a nice comma separated list of every lead source a record had. However now I’ve gone to set it up and the UI has changed and saying I can only replace or clear?
Has something changed, as I remembered I used to be able to just add a Lead Source Latest token in there with a comma, and it would always update.
Thank you in advance!
Hi @DCrinnionDC,
This is still there. It sounds like you’re referring to a single line text field you’re trying to update. Click into the field within the “Edit record” action in the left sidebar and the left sidebar will extend to the right with the selection of fields available as tokens.
If you’re not sure where to click, please share a screenshot and I can point it out to you.
Best regards
Hey @karstenkoehler !
So I can add the token but what worries me is the ‘Change Type’ as I can’t take it off Clear or Replace and it seems both times its going to take out the original value, where as I want it to stamp the next value so eventually it could be like ‘event, webinar, event, content download’
@DCrinnionDC if you’re replacing the current value with the current value followed by a comma and another value, you’re effectively appending. The change type might say “Replace”, but you’re appending by including the current value of the property itself.
Ahhhh ok, so as long as I have it like above, I am alright! Thank you very much!
