Workflow Action: Update Contact Component

Workflow Action: Update Contact Component

Overview

The Update Contact component is used to update a contact record through the workflow.

Configuration Options

Name The name assigned to this component
Description Enter a description for the component
Condition Type If the condition returns true, then the Action will be performed. If condition returns false, then the Action will not be performed. If there is no condition specified, the Action will always be performed.
Contact Click the ‘+’ to modify the values to existing fields in a contact record.
Contact ID Enter the ID of the contact to be updated.

In the following example, the Contact component will have been used prior to this component in the workflow and the variable containing the contact ID will be workitem.contact.contactId:

Te following example shows how to update the current contact that was found from using the Contact component:

Example to modify the city of a contact:

Note: Prior to using the Update Contact component, the value for the new city would have been stored in the variable called: newCity

  • In the Update Contact component, click the ‘+’ sign in the Contact section.
  • In the Label field enter: city
  • In the Value field enter the variable that will contain the new city: workitem.data.newCity
  • In the ContactID section, enter the variable containing the ID of the contact record: workitem.contact.contactId

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What’s a Rich Text element?

The rich text element allows you to create and format headings, paragraphs, blockquotes, images, and video all in one place instead of having to add and format them individually. Just double-click and easily create content.

Static and dynamic content editing

A rich text element can be used with static or dynamic content. For static content, just drop it into any page and begin editing. For dynamic content, add a rich text field to any collection and then connect a rich text element to that field in the settings panel. Voila!

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