Update fields only if new record
When a formula imports data for new and existing contacts, there may be fields that should only be populated for new records.
For example, we have source campaign, source, and sub-source to record where a record initially came from. This should only be updated on new records.
Having a 'only if new' option in the mapping would be really useful. I.e. when selected, the incoming data is ignored when updating existing records, and populated when creating new records.
3
votes
Peter Ennals
shared this idea
- With the July 2, 2024 release, we added new options for child object matching to add, update, or ignore incoming values depending on whether the child object is matched