I'm trying to configure a way for contacts to update their email address when visiting a "manage preferences" form. When a known contact visits the form, their information will pre-fill. However, if the contact were to update their email address, a new record is created versus updating their existing record.
Perhaps I am completely overcomplicating this - Please let me know. I've added a section of rich text that says "Incorrect email address? Update it now." When it's clicked, the hidden field (self-service email address) would appear so the user can add a new email address. I would have an automation that would then change the data value of the primary email address field once the form is submitted.
I can't seem to find a solution to this, which is making me think I'm approaching this the wrong way. Any advice is appreciated, thank you!
Pretty straightforward. Don’t hide/show the proxy Email field directly when the person clicks the link. Instead, update another hidden field — a Form Visibility Manager (FVM) field. This is just a string field you use for special form behaviors.
Then use standard Visibility Rules based on the FVM field.