Auto set a field based on another value

  • I’d like to auto set my text field “company” to say “none” if in custom picklist field “Business Type” the user chooses “Homeowner”. Is this possible using this plugin because if they’re a homeowner they won’t have a valid business name.

    I saw the plugin notes that you can edit functions.php to filter the value of a field before it is output, to dynamically populate it with a value, auto set it based on another value, etc. so I was hoping I could add code to accomplish what I need. Any help is greatly appreciated!

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  • Plugin Author Nick Ciske

    (@nickciske)

    You can do this before the data is submitted to Salesforce, or when the form is rerendered if there is an error.

    To do that, you’d use one of these filters:

    salesforce_w2l_field_value

    salesforce_w2l_field_value_{Form ID}_{Field Name}

    However, it sounds like what you really want is a conditional field which is not currently supported. If/when I release a Pro version of this plugin it would include conditional fields, but there’s no timeline for that at present.

    Gravity Forms does support conditional fields and there is a paid add-on to connect to Salesforce.

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