Set or Update a Person Field Value

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Rules can be leveraged to update a person-scoped field value. If a field should be set based on a Form submission, the rule should be built within the Form itself, otherwise follow the instructions below:

  1. Click Database in the top navigation bar and select Rules.

  2. Click New Rule.

  3. Enter the following configurations in the popup window:

    • Name - Set (Field Name)

    • Type - Configurable Joins

    • Category - Records

    • Base - Person

    • Rule Type - Field

    • Folder - Choose an appropriate folder or create a new folder by selecting Other

  4. Click Save.

Configure the appropriate filters:

  • Add filters to determine the population that should be assigned a particular person-scoped field value.

Configure the appropriate action:

  • Field - Select the person-scoped field to update when the filtering criteria above is met.

  • Action - Select Replace Values.

  • Prompt - Select the appropriate Prompt.

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