- GreenDirtFarmAsked on April 03, 2017 at 03:23 PM
I am using JotForm with the Infusionsoft integration. When someone chooses "yes" or "no" from a radio button in JotForm, I need to push their answer into Infusionsoft somehow.
The integration has changed... it used to let me choose which field to send the responses to and then asked me to map each field response with a specific field response in the corresponding Infusionsoft field... but now the integration doesn't ask me to map it. I did a few tests and it isn't working -- JotForm doesn't update the field inside Infusionsoft.
Here's a screenshot of the integration setup page inside JotForm: https://screencast.com/t/rHKoQbqSDn What can I do to tell JotForm to choose "yes" in Infusionsoft when someone chooses "yes" on the JotForm.
I'm also open to applying two different tags depending on whether someone chooses "yes" or "no" in that JotForm field, but I can't figure out how to do that, either.
- JotForm SupportJohn_BensonAnswered on April 03, 2017 at 05:02 PM
I suggest you use the Update/Calculate Field condition so that you can pass a value to another field. In this way, if the user selected "Yes" or "No", the other text field will be updated. After that, you can map the field to the integration. Please check this guide: How-to-Pass-Field-Value-to-Another-Field.
We are currently not having any issues with our Infusionsoft integration. Please redo the integration so that you can map the fields properly.
Hope that helps. If you have questions, please contact us again. Thank you.
- GreenDirtFarmAnswered on April 04, 2017 at 02:26 PM
I am not understanding your instructions. Can you re-phrase the directions and clarify?
When you say "so that you can pass a value to another field," which field are you referring to? And which field is the "other text field"? I don't have another field in JotForm that I want to pass the value into.... Instead, what I do have is a field in Infusionsoft which is not a text field, it is a radio button field, and I need it to actually STAY as a radio button field.
- JotForm SupportjonathanAnswered on April 04, 2017 at 05:38 PM
The Radio option field in Infusionsoft is a custom type field.
To be able to mapped the Radio option field from the form to your Infusionsoft list, the Radio option custom type field must be available also in your ifusionsoft list of fields.
Please take a look at this help guide from infusionsoft.
You can see in the 3. Option Lists group the mentioned on the Radio button.
Let us know if this solution will not work for you.
- GreenDirtFarmAnswered on April 05, 2017 at 01:49 PM
Yes, I have already done that. Please see the screenshot below.
Here's a description of what I did:
1. I made a yes/no type custom field inside Infusionsoft.
2. I setup the JotForm/Infusionsoft integration like in the screenshot attached.
3. I ran a test -- My test failed because my contact record's yes/no custom field was not updated.
- JotForm SupportWelvinAnswered on April 05, 2017 at 03:37 PM
I will check this out and get back to you for an update. I'm just having issues with my Infusionsoft login. We need to test it out before submitting a ticket.
- JotForm SupportWelvinAnswered on April 05, 2017 at 04:10 PM
I have just tested out the integration, the custom radio button field in Infusionsoft is being populated with the selection from the form. Here's a short video showing the integration:
As you could see in the video, the data is available on the Custom Fields tab. Please check it there. Also, note that the order of the options should be the same.
In the custom field settings, make sure that the radio button is under the correct tab. In this case, the Custom Fields tab.
- ReginaAnswered on April 06, 2017 at 08:38 PM
Did you receive my latest message a few minutes ago? I don't see it here in this thread even though I have deleted my cache and cookies... strange! I will repeat the message here just in case:
The test you did of the Infusionsoft integration didn't work. You see, Infusionsoft's "yes/no" type custom field always defaults to "No" in ALL of the contact records even before they have filled out the form. So, the challenge I am having is trying to change the field to "Yes."
I ran a test just now and recorded a video to show you: https://screencast.com/t/kGUIMWaWG
- JotForm SupportBDAVIDAnswered on April 06, 2017 at 10:21 PM
Thanks for sharing the video. I have forwarded this to our back-end team to get further help.
- JotForm SupportNeilVicenteAnswered on April 15, 2017 at 11:06 PM
This bug is now fixed.
Yes or No custom field will receive the proper value from here on out.