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Adding a New Territory to the State Field

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mnealer
Level 1

Adding a New Territory to the State Field

When adding the State field to a form, it automatically generates state values, including all 50 U.S. states. Is there a way to add a new state or territory to this predefined list? Specifically, we would like to include the Virgin Islands in the available options.

Additionally, if this modification is possible, would the change apply retroactively to all existing forms that use the State field?

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Dave_Roberts
Level 10

Re: Adding a New Territory to the State Field

In the form editor, you can click on your State field and then on the Values link in the right blue sidebar. That'll pull up the modal window in the middle of the screen. If you scroll to the bottom of the list you can add another option to the list there. The left side (Display Value) is what the end user will see in the list and the right side (Stored Value) is what will get sent to the lead record in Marketo.

 

Dave_Roberts_0-1739290785240.png

You can also bring up the "Advanced Editor" by clicking the link in the bottom left of the modal window to get a pipe-delimited display which might be easier to update if you wanted to add "Virgin Islands" somewhere in the middle of the list. Just like in the default Editor view, the value to the left of the pipe is the Display Value and the value to the right of the pipe is the Stored Value.

 

This will not retroactively update all your State fields on other forms. 

For something like this, I'd recommend building a "Starter Form" (think Form Template) where you've got a few standard fields that you think you'll include on most form and update the State Field there. Then whenever you want to create a new form, clone this Starter Form to save your future self a few clicks in having to setup the State Field w/ Virgin Islands again. Unfortunately, for all of your existing forms you'll have to go back and update this manually as far as I know.

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Dave_Roberts
Level 10

Re: Adding a New Territory to the State Field

In the form editor, you can click on your State field and then on the Values link in the right blue sidebar. That'll pull up the modal window in the middle of the screen. If you scroll to the bottom of the list you can add another option to the list there. The left side (Display Value) is what the end user will see in the list and the right side (Stored Value) is what will get sent to the lead record in Marketo.

 

Dave_Roberts_0-1739290785240.png

You can also bring up the "Advanced Editor" by clicking the link in the bottom left of the modal window to get a pipe-delimited display which might be easier to update if you wanted to add "Virgin Islands" somewhere in the middle of the list. Just like in the default Editor view, the value to the left of the pipe is the Display Value and the value to the right of the pipe is the Stored Value.

 

This will not retroactively update all your State fields on other forms. 

For something like this, I'd recommend building a "Starter Form" (think Form Template) where you've got a few standard fields that you think you'll include on most form and update the State Field there. Then whenever you want to create a new form, clone this Starter Form to save your future self a few clicks in having to setup the State Field w/ Virgin Islands again. Unfortunately, for all of your existing forms you'll have to go back and update this manually as far as I know.