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Support Requests: Condtional Formulas

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    Hello I just completed my first form and I am about to have it go live. There are three issues that I need to resolve.

    - I am trying to use the formula to create a unique name for the opportunity that is being created. I tried using the concatenate function but it told me that "the required name was missing". What formula would I need to generate. First Name, Last Name, Date given in form" (e.g. Jim Jones 8-24-11)

    - I have created conditional questions where certain types of people "volunteers" see some questions and other people "mentors" see other questions. In Salesforce an account record, contact record, and opportunity record will be created from my posting. Here's the thing though. I only want the opportunities created for the mentors. Right now it will basically create an opportunity for every contact that fills out the form, how can I restrict this?

    - Finally, I have captcha on my form and it is on the third page. If you get the captcha wrong you have to go all the way back to the beginning. Is there a way to change this?

    Thanks!
    • CommentAuthordbuschho
    • CommentTimeAug 25th 2011
     
    Hello Ken,

    1.
    @CONCATENATE(%%tfa_XXX%%," ",%%tfa_YYY%%," ",%%tfa_ZZZ%%)

    should do the concatenation.

    2. That one is a bit tricky as you might imagine. I'll need to see your actual form. You can either post it here or open a support request.

    3. No, but your users' data will be retained so they'll be able to page through quickly.

    Happy to help further,
    Drew
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    Thanks!!

    For @Concatenate what does tfa_xxx represent? If my field name is first name would it be

    @CONCATENATE(%%first name%%," ",%%last name%%," ",%%@today%%)

    Here is the form.

    http://www.tfaforms.com/212588
    • CommentAuthordbuschho
    • CommentTimeAug 25th 2011
     
    Hello Ken,

    Unfortunately no, none of those aliases are correct. You can see a basic tutorial on aliases here:
    http://www3.formassembly.com/blog/support-documentation/managing-your-forms/using-formulas/

    the list of aliases for your form is:
    http://app.formassembly.com/forms/definition/212588

    for example %%tfa_FirstName%%.

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