Update Values

The Update Values action allows you to add or change form and element values when the action successfully runs. For example, you can pre-populate text boxes with names and address data when you click a button. See other form and field actions if you want to create a different action.

Adding an Update Values Action

1. In the New Action Settings window, choose Update Values from the drop-down menu and click Next. The Set Field Values window appears.

2. In the Action Name field, give your action a unique name.

3. If you are editing an action for an element/field, the Field Event field is displayed. Choose when you want this action to run: when the user changes (Change), enters (Enter), or leaves (Leave) the field.

4. The Stop field is set to false. Change it to true if you want to stop all other processing when this action completes.

5. If you need to to configure one or more rules that must be satisfied before the action will run, click the Click to Edit Rule button.

6. Click Next to move to the next window of the wizard, where you will add the values you want to update.

7. In the toolbar, click Add New Field/Row.

8. Click directly beneath the Field to Update column heading. A drop-down menu will appear containing all the fields in the form. Choose the field to update.

9. On the right hand side, enter the text in the Value column. You can also enter a wildcard value here to populate the field with the value from another field. Just enter the field name inside square brackets, for example  [First name].

10. Configure the Confirmation Settings to show a confirmation prior to submitting the form. The confirmation prompt will be shown before the action is executed and the end user may choose OK to execute the action or Cancel to abort.

11. Click Finish to close this window and return to the Actions window.

12. Click Save to return to the Form Designer and the preview your form to test the action.

Action Types

• Show/Hide
• Update Values
• Add/Remove Selections
• Open Window
• Submit Form
• Reset Form
• Mark Comparison History Viewed
• Custom JavaScript
• Finish Later: Show Save Prompt
• Finish Later: Show Load Saved Data Prompt
• Show Alert
• Abort Submission
• Confirm Page Navigation