5 Replies Latest reply on May 8, 2018 11:01 AM by Sanford Whiteman

    Field not available in form?

    Brett Carpenter

      Hi Nation!

       

      I've got a weird issue happening with a form I'm trying to create. When our instance was initially set up, a boolean field called 'Is Partner' was created. It clearly shows in the Field Management section of Admin and a program is actively using it.

       

      However, when trying to create a form to use that field, it doesn't show up in the list. (see images) What could be causing this?

       

      Here's the field list for the form:

      Screen Shot 2018-05-03 at 3.31.03 PM.png

       

      Here's the field in Admin:

      Screen Shot 2018-05-03 at 3.31.19 PM.png

       

      Thanks!

        • Re: Field not available in form?
          Grégoire Michel

          Hi Brett,

           

          The same on all instances ( I ran a couple of tests). It's a default field that exists on all instances. I do not know that rationale that forbids to add it to forms since it's modifiable in a smart campaign flow step and it's not a account field but a person field.

           

          Ask support and tell us what is their answer, if you feel spending the time to enter a ticket.

           

          -Greg

            • Re: Field not available in form?
              Brett Carpenter

              Whoops, thought it was only a field on my instance

               

              Sending a ticket in now. Will definitely let you know!

              • Re: Field not available in form?
                Brett Carpenter

                Hi Grégoire !

                 

                Got an answer from Marketo Support.

                 

                The field “Is Partner” is a standard system managed field. This means you can use them in Flow Steps and Smart Lists, it's not possible to add them to a form because they cannot be directly edited. Only fields that can be edited by users or leads are allowed on a form.

                 

                So there you have it. Their workaround is to create a custom field that does the same thing...which seems a little redundant. Would there be a way to create a field that doesn't show up on a lead but can be used as a trigger to add someone to a list?

                 

                Example: Have a box on the form that says "Are you a partner" - If they select Yes, that calls an action to add the user to the Partner smartlist, which then updates the 'Is Partner' field.

                  • Re: Field not available in form?
                    Grégoire Michel

                    Hi Brett,

                     

                    You can create a field that will show on a form but it will necessarily show also on the lead.

                     

                    And you can have a smart campaign that updates the is Partner field when this other field is updated, since the "Is Partner" can be modified though a "Change Data Value" flow step.

                     

                    -Greg

                    • Re: Field not available in form?
                      Sanford Whiteman

                      Would there be a way to create a field that doesn't show up on a lead but can be used as a trigger to add someone to a list?

                      Like Greg says, a form field must exist in Marketo in order to be processed. It doesn't have to exist on the form as built in Form Editor -- hidden fields added using JS, for example, don't show in Form Editor -- but it must exist in your database.

                       

                      What you can do as a workaround is add an extra checkbox in a Rich Text Area, then alter the current URL when someone checks/unchecks that box. This allows you to then use the URL to build an additional constraint on the Filled Out Form activity.