Adding a Date Stamp on a FormAssembly Web Form

Adding a Date Stamp on a FormAssembly Web Form

FormAssembly Web Forms not only allows you to map Student self-reported fields to the CRM but also gives you the option of mapping formula values to CRM fields.

A popular example would be if you would like to populate a CRM field called Inquiry Submission Date when a Student fills out an Inquiry form. Instead of using a Workflow to populate this date after the data comes into the CRM, you can have the form do the work for you.

Follow the instructions below to pass the local date value to a date field in your CRM:

1. Select the FormAssembly (Form Builder) application from the application picker in the top right corner.
2. Click the Manage Web Forms.
3. Click the name of the Web Form you would like to modify.
4. Click the Connectors tab.
5. If prompted, click Get Started.
6. In the "After form is submitted" part of the diagram, click the Settings button in the Salesforce connector.
7. In your field mappings, click the Map Another Field button.
8. Choose the Salesforce field you would like to populate.
9. Choose the "a formula or text" option on the right.
10. In the formula text area, enter @LOCALTODAY().
11. Click Ok
12. Scroll to the end of the form and click Save.

At this point, you should be able to test your form and see that it will put the Local Date in the CRM field you specified in #8.

Note: For a complete list of FormAssembly functions, click here.