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Re: Clearing Lead Record for form submissions - History System

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Anonymous
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Clearing Lead Record for form submissions - History System

Hi All,

I was just wondering what is best practice for clearing lead record after form submissions.

Here is an example, a customer posts comments into a comments field one year ago. Now he resubmits a form but does not leave comments. The problem here is the new data is mixed with old which becomes problematic especially when sending an alert internally.

My initial thought is to have a data cleansing program that clears the comments after a set period of time, say 24 hours.

This problem extends to other fields also, for example if they are inquiring about different products.

Can I please have your thoughts and opinions on this.

Thanks

Matt

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Josh_Hill13
Level 10 - Champion Alumni

Re: Clearing Lead Record for form submissions

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Anonymous
Not applicable

Re: Clearing Lead Record for form submissions

I think I have answered my own question. If this could be confirmed as best practice it would be much appreciated.

Possible solution: Include all fields as hidden on the form that you wish to be overridden with default value of N/A.

Thanks

Matt

SanfordWhiteman
Level 10 - Community Moderator

Re: Clearing Lead Record for form submissions

You can store the last form submission timestamp (in its own lead field) and use that to age out certain data that becomes obsolete in practice, even if it is not technically superseded by newer values.

Also remember that using a separate history field allows you to keep historical data (and the current field can be emptied upon writing to the history).

Anonymous
Not applicable

Re: Clearing Lead Record for form submissions

Hi Sanford,

The history field is interesting, is there a thread somewhere regarding this a search didn't seem to bring anything up?

Thanks

Matt

Josh_Hill13
Level 10 - Champion Alumni

Re: Clearing Lead Record for form submissions

Anonymous
Not applicable

Re: Clearing Lead Record for form submissions

Thank Josh Hill

I think I may have done something NQR. Can you please have a look for me.

Im getting this error msg.

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This is the SM and Flow

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Thanks again

Josh_Hill13
Level 10 - Champion Alumni

Re: Clearing Lead Record for form submissions

looks like your caps are off on the tokens. Gotta be exact.

Anonymous
Not applicable

Re: Clearing Lead Record for form submissions - History System

Josh Hill​. Thankyou very much. I was a bit sloppy.

Fantastic solution, I also applied it to our feedback field.

Regards

Matt

SanfordWhiteman
Level 10 - Community Moderator

Re: Clearing Lead Record for form submissions - History System

If you want a linebreak between the history entries, you can do that too. Hit me up for the details (I have not published the method but several instances are using it).

Anonymous
Not applicable

Re: Clearing Lead Record for form submissions - History System

That would be amazing mate, will do. thanks