Update fields in a custom object

[DigitalImpact]

Trying to solve the following problem for a client. For context, the use case is as follows:

This organization works with college students who participate in a year long extracurricular training program. The organization sends 3 questionaires out to participants over the course of the year (Beginning, Mid-Year, End of Year) to track progress of the participant. The survey is specific to the academic year that is being surveyed (e.g. Academic Year 2021 - 2022). The organization wants to track at a granular individual level as well as school aggregate level how answers change year over year.

To accomplish this, the data model was set up as follows:

Contact <-associated to-> [Custom Object] Participant Enrollment Survey Reponses

The custom object contains all the fields that are collected as part of the survey's conducted over the year with academic year being the only required field.

The problem I'm trying to solve is: I want to be able to dynamically display already submitted answers and update blank fields in the custom object record via a form. For example: At the mid-year mark, send the participant a link that directs them to a landing page that contains a form pre-populated with their answers from the beginning of the year (read only) and displays the mid-year fields to be filled out. Upon submission, the custom object record for Student A/Academic Year 2021-2022, for example, would be updated with the new mid-year answers.

I haven't been able to determine if this is possible. Please ask any clarifying questions. Thanks!!

[himanshurauthan · Accepted solution]

Hello @DigitalImpact,

You can take the help of workflows to achieve this functionality.

If someone is submitting the form then the values will get updated in contact then you can check the workflow. If the values are present then enroll the contact and copy the values in the custom object

I hope this helps.

Regards,