{"id":45730,"date":"2022-12-15T09:39:22","date_gmt":"2022-12-15T09:39:22","guid":{"rendered":"https:\/\/123formbuilder.polarbuildingcleaning.net\/docs\/?p=45730"},"modified":"2022-12-15T09:40:06","modified_gmt":"2022-12-15T09:40:06","slug":"appexchange-123formbuilder-set-up-multiple-conditions-record-update","status":"publish","type":"post","link":"https:\/\/123formbuilder.polarbuildingcleaning.net\/docs\/appexchange-123formbuilder-set-up-multiple-conditions-record-update\/","title":{"rendered":"[AppExchange \u2013 123FormBuilder] How to create multiple conditions when setting up a Salesforce record update"},"content":{"rendered":"\n<p class=\"warningBox\"><span style=\"font-size: 16px\"> Creating multiple conditions when setting up a Salesforce record update currently works only for form fields. Query result will be addressed later on, as an improvement to the current implementation.<br><\/span><\/p>\n\n\n\n<p><\/p>\n\n\n\n<p>For each object mapping instance, you are able to set up multiple conditions for updating an existing record or updating all existing records.<\/p>\n\n\n\n<p>When creating a primary object or a related object, the record preferences will be set by default on sending data for all submissions and the action will be to create a new record. <\/p>\n\n\n\n<p><\/p>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-full\"><a href=\"https:\/\/cdn.marketing123.123formbuilder.com\/wp-content\/uploads\/sites\/3\/2022\/12\/image-25.png\"><img loading=\"lazy\" decoding=\"async\" width=\"971\" height=\"336\" src=\"https:\/\/cdn.marketing123.123formbuilder.com\/wp-content\/uploads\/sites\/3\/2022\/12\/image-25.png\" alt=\"Record preferences 123FormBuilder Salesforce\" class=\"wp-image-45731\" srcset=\"https:\/\/cdn.marketing123.123formbuilder.com\/wp-content\/uploads\/sites\/3\/2022\/12\/image-25.png 971w, https:\/\/cdn.marketing123.123formbuilder.com\/wp-content\/uploads\/sites\/3\/2022\/12\/image-25-300x104.png 300w, https:\/\/cdn.marketing123.123formbuilder.com\/wp-content\/uploads\/sites\/3\/2022\/12\/image-25-768x266.png 768w\" sizes=\"auto, (max-width: 971px) 100vw, 971px\" \/><\/a><\/figure>\n<\/div>\n\n\n<p><\/p>\n\n\n\n<p>For <strong>Action to perform<\/strong> you are able to choose other 2 variants: <strong>Update existing record<\/strong> or <strong>Update all existing records. <\/strong><\/p>\n\n\n\n<p><\/p>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-full\"><a href=\"https:\/\/cdn.marketing123.123formbuilder.com\/wp-content\/uploads\/sites\/3\/2022\/12\/image-26.png\"><img loading=\"lazy\" decoding=\"async\" width=\"971\" height=\"336\" src=\"https:\/\/cdn.marketing123.123formbuilder.com\/wp-content\/uploads\/sites\/3\/2022\/12\/image-26.png\" alt=\"Record preferences 123FormBuilder Salesforce\" class=\"wp-image-45732\" srcset=\"https:\/\/cdn.marketing123.123formbuilder.com\/wp-content\/uploads\/sites\/3\/2022\/12\/image-26.png 971w, https:\/\/cdn.marketing123.123formbuilder.com\/wp-content\/uploads\/sites\/3\/2022\/12\/image-26-300x104.png 300w, https:\/\/cdn.marketing123.123formbuilder.com\/wp-content\/uploads\/sites\/3\/2022\/12\/image-26-768x266.png 768w\" sizes=\"auto, (max-width: 971px) 100vw, 971px\" \/><\/a><\/figure>\n<\/div>\n\n\n<p><\/p>\n\n\n\n<p>When you want to update either an existing record or all existing records, you are able to create multiple rules based on which the update is made on. <\/p>\n\n\n\n<p>For example, let&#8217;s say we are interested in Updating all existing records. Once this is selected, you can create the first rule. <\/p>\n\n\n\n<p><\/p>\n\n\n\n<figure class=\"wp-block-video\"><video height=\"562\" style=\"aspect-ratio: 970 \/ 562;\" width=\"970\" autoplay controls loop muted src=\"https:\/\/cdn.marketing123.123formbuilder.com\/wp-content\/uploads\/sites\/3\/2022\/12\/Screen-Recording-2022-12-15-at-11.18.52.mp4\"><\/video><\/figure>\n\n\n\n<p><\/p>\n\n\n\n<p>You have to select the Salesforce field, the conditional logic and the form field. <\/p>\n\n\n\n<p><\/p>\n\n\n\n<figure class=\"wp-block-video\"><video height=\"562\" style=\"aspect-ratio: 970 \/ 562;\" width=\"970\" autoplay controls loop muted src=\"https:\/\/cdn.marketing123.123formbuilder.com\/wp-content\/uploads\/sites\/3\/2022\/12\/Screen-Recording-2022-12-15-at-11.21.51.mp4\"><\/video><\/figure>\n\n\n\n<p><\/p>\n\n\n\n<p>By clicking on <strong>Add rule<\/strong> button, you can specify a second rule to be created. The rules will be separated by 2 operators: <strong>AND <\/strong>and <strong>OR. <\/strong><\/p>\n\n\n\n<p><strong>Important note: <\/strong>when the <strong>OR <\/strong>conditional operator is selected, the rules are grouped together, so when any of the rules separated by OR is true, then the condition is met. <\/p>\n\n\n\n<p><\/p>\n\n\n\n<figure class=\"wp-block-video\"><video height=\"562\" style=\"aspect-ratio: 970 \/ 562;\" width=\"970\" autoplay controls loop muted src=\"https:\/\/cdn.marketing123.123formbuilder.com\/wp-content\/uploads\/sites\/3\/2022\/12\/Screen-Recording-2022-12-15-at-11.25.51.mp4\"><\/video><\/figure>\n\n\n\n<p><\/p>\n\n\n\n<p>You can add a maximum of 5 rules &#8211; after adding the 5th rule, the <strong>Add rule<\/strong> button will no longer be available.<\/p>\n\n\n\n<p><\/p>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-full\"><a href=\"https:\/\/cdn.marketing123.123formbuilder.com\/wp-content\/uploads\/sites\/3\/2022\/12\/image-27.png\"><img loading=\"lazy\" decoding=\"async\" width=\"971\" height=\"581\" src=\"https:\/\/cdn.marketing123.123formbuilder.com\/wp-content\/uploads\/sites\/3\/2022\/12\/image-27.png\" alt=\"Maximum 5 rules\" class=\"wp-image-45737\" srcset=\"https:\/\/cdn.marketing123.123formbuilder.com\/wp-content\/uploads\/sites\/3\/2022\/12\/image-27.png 971w, https:\/\/cdn.marketing123.123formbuilder.com\/wp-content\/uploads\/sites\/3\/2022\/12\/image-27-300x180.png 300w, https:\/\/cdn.marketing123.123formbuilder.com\/wp-content\/uploads\/sites\/3\/2022\/12\/image-27-768x460.png 768w\" sizes=\"auto, (max-width: 971px) 100vw, 971px\" \/><\/a><\/figure>\n<\/div>\n\n\n<p><\/p>\n\n\n\n<p>You can always delete a rule if you no longer require it, by hovering over each rule and clicking on the X icon. <\/p>\n\n\n\n<p><\/p>\n\n\n\n<figure class=\"wp-block-image size-full\"><a href=\"https:\/\/cdn.marketing123.123formbuilder.com\/wp-content\/uploads\/sites\/3\/2022\/12\/Screenshot-2022-12-15-at-11.29.24.png\"><img loading=\"lazy\" decoding=\"async\" width=\"971\" height=\"581\" src=\"https:\/\/cdn.marketing123.123formbuilder.com\/wp-content\/uploads\/sites\/3\/2022\/12\/Screenshot-2022-12-15-at-11.29.24.png\" alt=\"Delete rule\" class=\"wp-image-45738\" srcset=\"https:\/\/cdn.marketing123.123formbuilder.com\/wp-content\/uploads\/sites\/3\/2022\/12\/Screenshot-2022-12-15-at-11.29.24.png 971w, https:\/\/cdn.marketing123.123formbuilder.com\/wp-content\/uploads\/sites\/3\/2022\/12\/Screenshot-2022-12-15-at-11.29.24-300x180.png 300w, https:\/\/cdn.marketing123.123formbuilder.com\/wp-content\/uploads\/sites\/3\/2022\/12\/Screenshot-2022-12-15-at-11.29.24-768x460.png 768w\" sizes=\"auto, (max-width: 971px) 100vw, 971px\" \/><\/a><\/figure>\n\n\n\n<p><\/p>\n\n\n\n<p>The conditional operators can be changed even after creating the rules. <\/p>\n\n\n\n<figure class=\"wp-block-video\"><video height=\"580\" style=\"aspect-ratio: 970 \/ 580;\" width=\"970\" controls src=\"https:\/\/cdn.marketing123.123formbuilder.com\/wp-content\/uploads\/sites\/3\/2022\/12\/Screen-Recording-2022-12-15-at-11.30.35.mp4\"><\/video><\/figure>\n\n\n\n<p><\/p>\n\n\n\n<p>When you are ready setting up the Salesforce object and the necessary rules, just click Save and you are ready!<\/p>\n\n\n\n<div style=\"height:86px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"h-related-articles\">Related articles:<\/h4>\n\n\n\n<p><a href=\"https:\/\/123formbuilder.polarbuildingcleaning.net\/docs\/how-to-name-object-mappings\/\">How to name object mapping instances<\/a><\/p>\n\n\n\n<p><a href=\"https:\/\/123formbuilder.polarbuildingcleaning.net\/docs\/123formbuilder-multiple-levels-of-relationship\/\">Multiple level of relationship between object mapping instances<\/a><\/p>\n","protected":false},"excerpt":{"rendered":"<p>Creating multiple conditions when setting up a Salesforce record update currently works only for form fields. Query result will be addressed later on, as an improvement to the current implementation. For each object mapping instance, you are able to set up multiple conditions for updating an existing record or updating all existing records. When creating [&hellip;]<\/p>\n","protected":false},"author":96,"featured_media":-1,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"inline_featured_image":false,"footnotes":""},"categories":[134],"tags":[1432,1430,1431,1429],"class_list":["post-45730","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-123formbuilder-appexchange","tag-object-mapping","tag-rules-record-update","tag-salesforce-record-update","tag-set-up-record-update"],"yoast_head":"<!-- This site is optimized with the Yoast SEO Premium plugin v24.2 (Yoast SEO v27.2) - https:\/\/yoast.com\/product\/yoast-seo-premium-wordpress\/ -->\n<title>[AppExchange \u2013 123FormBuilder] How to create multiple conditions when setting up a Salesforce record update - 123FormBuilder Knowledge Base<\/title>\n<meta name=\"description\" content=\"If you want to know how to set up multiple conditions with 123FormBuilder when creating a 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