Issue updating record in Custom Object in Form

[AngeloQ]

The option "Always create contact for new email address" 

in Form Submit is only applicable to "Contacts" object. If this is turned off, it will only update existing details based on email address.

I want to add and update Custom Object with the same details (based on  email) when submitting the Form. Is there a way I can do it?

Thank you and I badly need  this to work.

[AngeloQ · Accepted solution]

Hi Shadab / Karsten,

I managed to fix it  by making the email "hasUniqueValue" in the API

So when I submit form with the same email, it just being updated.

Thanks all

[karstenkoehler]

Thanks for sharing @AngeloQ!

[karstenkoehler]

Hi @AngeloQ,

This can be achieves with contact-based workflow (Menu > Automation > Workflows).

You would specify the form submission as an enrollment trigger, then use the "Create record" workflow action to create your custom object record. You can reference the contact's email as a personalization token for the custom object record's name.

Let me know if you have any follow up questions!

[AngeloQ]

Hi @karstenkoehler I have difficulty looking at the personalization token in Workflow. I am attaching the incomplete workflow for your reference. May I know where can I find personalization token? Thanks

after the 

[karstenkoehler]

Hi @AngeloQ,

in the Create record action, you can click into the name field and you should see a second left sidebar listing all contacts t properties:

My custom object is called Agency, other than that you should see the same thing.

Once you select Email from the second sidebar and it is then available as a token for the name:

 

[AngeloQ]

Hi @karstenkoehler 

Apologies maybe I did not make myself clear.

What I want to achieve is the same behavior in Contacts. When I submit the form if the email is new it will add and if the email exist, it will only update.

My custom object is separate from Contact object and I want to achieve the same behavior (but no relation to Contact). Currently, the custom object Form keeps only on adding but not updating. I want an update to.



https://www.kapwing.com/650ad71664e59a0017288023/studio/editor/sharing
https://drive.google.com/file/d/1fpXQt6P8oWia_dKOTHFHLvDKzXC5k-q4/view

[Shadab_Khan]

@AngeloQ 

Let me try to take a shot to solve this for you!

here's a super quick Loom for full context and visual explainer