Contact Attributes from Form Responses

GOAL: Assign Attributes to Contacts that have submitted Form Response Answers to specific Form Fields through Form Responses.

CRITERIA: Contact_Attributes will be created for Contacts who submitted a Form Response when:

  1. The Form_Responses Contact is not assigned to the Default, Contact
  2. The assigned Contact has a Participant record
  3. Assigned to the Form_Response there is a Form_Response_Answer assigned to a Form_Fields that has an Attribute set in the Form_Fields.Attribute_ID field
  4. A Contact_Attribute does not already exist for the Contact that was created from the same Form_Response_Answer
  5. The Form Response was submitted in the last 30 days

CONTACT ATTRIBUTE RECORD CREATION:

When Contact Attribute records are created the fields will be populated as follows:

  • Attribute- the Attribute assigned to the Form_Fields.Attribute_ID field
  • Start_Date- Form Response Response Date
  • End_Date - If the Form Field Days Attribute is Valid field is 0, End_Date will be Null. Otherwise it will be the date that is the number of days in the Days Attribute is Valid field in the future from the Start Date
  •  Notes - Form Name: - Response on: [Response Date]

Field Response:
Email:
Phone:
Name:

TO SET UP:
For each Form Response Answer that needs to trigger Contact Attribute creation take these steps:

  1. Open the Form_Fields field record
  2. Set the Attribute field to the Attribute that should be added
  3. If an End Date should be assigned to the Contact Attribute,
    1. Set the Days Attribute is Valid field to the number of days after the Start Date of the Contact Attribute that the End Date should be set. Leave 0 if an End Date should not be assigned.
    2. If Days Attribute is Valid is 0, can set a specific date with Attribute End Date.

SCHEMA DETAILS:
Fields have been added to the Form_Fields table:

  • Attribute_ID
  • Days_Attribute_Is_Valid
  • A hidden FormResponseAnswerID field has been added to the Contact_Attributes table.

ROUTINE DETAILS:
A nightly routine will create Contact_Attributes for any Form_Field_Answers that have been submitted in the last 30 days and meet the criteria of the Form_Field.

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The process is documented in MP here:

https://my.northway.org/mp/366/71