What is JotForm?
JotForm is a free online form builder which helps you create online forms without writing a single line of code. No sign-up required.

At JotForm, we want to make sure that you’re getting the online form builder help that you need. Our friendly customer support team is available 24/7.

We believe that if one user has a question, there could be more users who may have the same question. This is why many of our support forum threads are public and available to be searched and viewed. If you’d like help immediately, feel free to search for a similar question, or submit your question or concern.


  • Profile Image

    Infusionsoft Integration: conditionally apply a Tag based on a field answer

    Asked by 3dcoaches on September 08, 2016 at 10:18 AM
    Any update on this? I'm really bummed out that I can't apply tags based on fields that are filled out! Now I have to find another solution... unfortunately.
    Infusionsoft Infusionsoft tags
  • Profile Image
    JotForm Support

    Answered by Welvin on September 08, 2016 at 10:35 AM

    This has been resolved already. After authentication, you should see the tags selection at the middle of the integration window. Here's a screenshot of the selection during my test:

     

    Pease try it again and let us know if you'll encounter some issues. 

  • Profile Image

    Answered by 3dcoaches on September 08, 2016 at 10:43 AM

    Yes, but these tags get applied to everyone upon submission right? I want to apply specific tags based on specific fields that are filled out, but I don't want certain tags applied UNLESS they check a certain field etc. It seems that these tags get applied universally based on submission, not based on what they actually checkmark etc. Am I missing something?

     

    For example, if they checkmark "Field A," it applies "Tag A".... but if they don't checkmark "Field A", no tag is applied.

  • Profile Image
    JotForm Support

    Answered by Welvin on September 08, 2016 at 12:35 PM

    Yes, and unfortunately, I don't think there is a way to conditionally choose a tag based on a field answer. It's currently not possible as far as I could see it. But let me forward this thread to our developers as a feature request. I don't know if this is possible, but if there are updates, you should know it through this thread. 

  • Profile Image

    Answered by 3dcoaches on September 08, 2016 at 01:16 PM

    The old integration allowed this... why the step backwards?

  • Profile Image
    JotForm Support

    Answered by Welvin on September 08, 2016 at 02:34 PM

    The old integration was developed by a third party and they have discontinued the support so our developers took over and created a new integration. I have already forwarded this to our backend team for consideration. We will let you know here as soon as we have some updates for you.