Override Value in Matched Record

Overview

The Override Value in Matched Record checkbox is available on the Field Configuration dialog and is used in conjunction with a validation rule to override the field value of an existing record (e.g., Contact). Users will need to create the validation rule and assign it to the data set.



Note:
By default, this checkbox is unchecked (set to "false"). If the checkbox is checked (set to "true"), Null ("blank") values are always overridden.

Example Usage

Let's say a contact already exists in Salesforce, and an end user is creating the same Contact with the same First Name via a FormBuilder community page.

Existing Contact Fields and Values

First Name Last Name Email Department Lead Source Birthdate Account
Erin O'Shea erin@noemail.com Test Department Web 12/12/1990 Test Account
On the FormBuilder Page Configuration screen below, the Override Value in Matched Record checkbox is checked for the following fields:
  • Department
  • Lead Source
  • Birthdate
  • Account

If the end user creates the contact with same First name as “Erin”, then these field values: Department, Lead Source, Birthdate, and Account will get overridden with what the end user enters into the above form fields on the front end.

First Name Last Name Email Department Lead Source Birthdate Account
Erin O'Shea erin@noemail.com Test Department2 Other Null Test Account2

The fields will be updated on the Contact if the system finds any changes in values.

Fields where the "Override" checkbox is unchecked in the Field Configuration dialog will not be updated on the Contact (e.g., in the above example, Email and Last Name will not be updated).