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I am trying to crate a Salesforce record using a submission from a JotForm.  Some of the fields in the Zap, have a warning about the fields needing to be formatted as line items.   I can select a static input and the zap works fine, but I need to input custom data from a JotForm submission.

 

I have tried changing the JotForm submission field data using the formatter function ‘text to line item’ and using the output from that as the custom data for the Salesforce field but that doesn't work.

Please can anyone help with how I can use the custom data in this way.

The Salesforce fields that need the data are both ‘Lookup’ fields and as I say I can use a static item but I can not figure out how to use a custom item to complete the zap.  Many thanks.

Hey ​@Peter Rainbird ,

 

Can you share a screenshot on how did you configure the Salesforce action?

 

Hi @jayeshkumarbhatia

Thanks for the reply.  Please see some screens below.  Basically the zap is about recoding event attendance and is activated when a new Jotform submission is detected.  It then tries to find the event and the organisation on Salesforce.  Flow then splits into 2 paths depending on the success of the ‘find organisation’.

 

If successful, it tries to add a record to a Salesforce child object called ‘Event Attendance’.   This is where some of the fields are tagged as needing to be formatted as line items.   For instance the field ‘Status’ (which on Salesforce is a picklist ), allows me to use a custom item but the field ‘TSI Moray Event’ (which is a lookup field on Salesforce) fails if I use a custom item, but works fine if I use a static item.  (please see image 6)

 

Obviously I need to use custom items as the name of the events changes and would like it to pick that up rom the Jotform submission.   Thanks for looking at this.

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Image 6

 

Hi ​@Peter Rainbird 

For us to have more info, post these screenshots:

  • how your Zap steps are outlined
  • how your Zap step are configured in EDIT mode with the field mappings visible so we can see the field types

 

TIP: Click underlined field labels to see tooltips with more info.

Thank you for your replies, but I have resolved the issue by adding a ‘Find record’ field before the ‘create attendance field’  and all is now working.🙂

That’s awesome ​@Peter Rainbird! We’re glad to hear that the issue is now resolved!

If you have any other questions, please don’t hesitate to reach out to the Community. We’re always happy to help! 🤗

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