Effected by Condition

Last updated Feb 06 2019

Finding out which conditions affects your field and if it is included in an SF integration
Smart forms are great. They allow us to create a sophisticated, dynamic customer journey. However, we should bear in mind that when  we use conditional logic and integrations it also requires us to check the form more thoroughly, and make sure that all scenarios are working the way we planned. 
"The effected by" option is a tool that allows you to select a field and find out if it is included in Push integration /Get integration and if it is effected by another form field via Condition.

Example:
 In order to demonstrate how this works we have created a simple example for you to follow.
- In the first part we will set up the form with a Push integration and a condition
- in the second part we will show you how to use the 'effected by' option.

First part: setting up the form

1- Create a new blank form 
2- Drag 3 textbox elements 
Change their labels to: Account, Phone and Website

3- 
Configure a Salesforce Push integration:
- Go to: 'Properties' panel > 'Form' tab > 'Settings' option > 'Salesforce integration' category > Push to Salesforce
- press on the "Set notification" button.
- Authenticate with Salesforce
- Choose the account object
- Map the fields: 
Account Name --> Account
Account phone -->Phone
Website --> Website
Press "Apply" and save the form.

4- 
Now add a conditional logic:
- Select the Phone element and Go to: 'Properties' panel > 'Element' tab > 'Settings' > 'Conditioning' category
- Press on the 'Set Conditions' button and configure the following rule:
Current Field Is not empty then Enable the Website element.
5-  Save the form
 Second part: Using the 'Effected' by option:
1- Select the 'Website' element on canvas.
2- Drag 3 textbox elements 
Change their labels to: Account, Phone and Website
3-  Configure a Salesforce Push integration:
- Go to: 'Properties' panel > 'Form' tab > 'Settings' option > 'Conditioning' category > Effected by
- press on the "Configure" button.
a modal window will then open containing a list of fields that effect this field, and the integration lines that include it as well.
4- 

According to our example you will see two categories displayed:
A- 'Condition' category which contains one element that affects the Website field: The phone
The row contains the following columns:
- Option: This shows in what way  the condition effects the field. In our example the option  "Enable" which means that the condition is causing it to appear.
- Owner: This is the field that is affecting your field. In our example it is the Phone element.
- Show friendly condition: This is a link that enables you to view the condition in a more friendly format.
- Configure condition: This is a button that allows you to view the condition configuration and even edit it.


B- 'Push' category which contains one integration line that includes this field.
Each row contains the following columns:
- Owner: This is the SF object that uses the 'Website' field

- Mapping: This shows the Salesforce field our element is mapped to.
- Condition: This will show if the element is included in the Action condition.
- Rule condition: This will show if the element is included in the Rule condition
- Configure button: allows you to enter the integration line and edit it if needed.
 
 Watch the video
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