Participant Milestones from Form Responses

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

CRITERIA: Participant_Milestones 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 is assigned to a Milestones_To_Add record 
  4. The Milestones_To_Add record either has no Depends_On_answer or the Depends_On_Answer matches the Response to the Form Response Answer 
  5. The Milestone_To_Add Milestone has a Default_Program assigned 
  6. A Participant_Milestone does not already exist for the Contact that was created from the same Form_Response_Answer
  7. The Form Response was submitted in the last 90 days 

If the Milestone Allow Multiples is set to no additional Participant Milestones will not be created for an individual. 

PARTICIPANT MILESTONE RECORD CREATION: 

When Participant Milestone records are created the fields will be populated as follows: 

Particicpant - Participant of the Form Response Contact 
Milestone - the Milestone assigned to the Milestone To Add record
Date_Accomplished - Form Response Response Date
Program- Milestones Default Program
Event - NULL
Witness- NULL
At_Prior_Church - False
Notes - "From Form Response Automation"
Followed_Up - False
Domain_ID = DomainID
Discontinue_Journey - False 

TO SET UP: 

For each Form Response Answer that needs to trigger Participant Milestone creation take these steps: 

  1. On the Milestones to Add page create a new record
  2. Select the Milestone that should be added 
  3. Select the Form Field that should trigger the Participant Milestone
  4. If necessary, populate the Depends on Answer Value for the Form Field Answer Response that should trigger the Participant Milestone creation 
  5. On the Milestone record, set the Default Program and Allow Multiples fields 

SCHEMA DETAILS: 

A Milestones to Add tables was added. 

Fields have been added to the Milesotnes table: Default_Program_ID and Allow_Multiples 

ROUTINE DETAILS: 

A nightly routine will create Participant_Milestones for any Form_Field_Answers that have been submitted in the last 90 days and meet the criteria of the Form Field.

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Documented in MP here:

https://my.northway.org/mp/366/72