Form Field Value as a constraint for Fills Out Form trigger

Form Field Value as a constraint for Fills Out Form trigger

It would be very helpful to have a constraint on triggers and filters that allows us to check for the value of a form field at the point of the form fill. The reason a second filter of FieldName equals/contains/starts with/etc doesn't work is because sometimes the field values changes quickly if they're filling out multiple forms and can result in false positives or false negatives.

8 Comments

Hi Andy,

It does not solve all the cases, but on the "data value changes" trigger and "data value changed" filter, you can use "Reason" and "Source" constraints.

Source will need to be "Web form fillout" to filter the changes that are due to form fillouts.

Reasons includes the URL of the LP.

E.g.:

Reason:

Source:

Web form fillout

-Greg

Anonymous
Not applicable

Another way I have handled this situation in my smart campaigns is to simply use Fills Out Form in the smart list section, then in the Flow step, start with a 1 or 2 minute wait. Following that, you can plug in your Change Data Value step (or whatever you want to do) but add an 'if' constraint based on the form value that action is dependent on -- ie Add to SFDC Campaign if form field A is TRUE

Interesting, never thought to look there. Thanks as always Greg.

Hi Andy,

One of the main limitations of the "data value changes" constraint is that it does not give the form ID nor the form name, just the URL. But it's better than nothing

Just added this idea:

-Greg

And also, it will not fire on lead creation, only on updates.

-Greg

Ah, so it's not perfect. I guess there is still a need for this idea then. Or at least a similar workaround like the one you created.

Another reason for this idea is the time it takes to update the database and the issues when you want to combine fills out form with testing some values.

-Greg

Community Manager
Status changed to: Open Ideas