"Description" & "Person Notes" fields in Forms | Community
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A
Anonymous
April 29, 2013
Solved

"Description" & "Person Notes" fields in Forms

  • April 29, 2013
  • 3 replies
  • 2280 views
Hi All,

I'm trying to use a Comments section on our contact us page to fill in the Salesforce.com default "Description" field (SFDC) which is the "Person Notes" field in Marketo. However, when I try to modify my form and add the field. It is not present in the list of form fields. Anyone know why or how to use it in Forms. 

Also, I would like this field to concatenate if persons fill out this form multiple times. Anyone know how to make that happen? Thanks!

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It is because Text Area fields (e.g. Lead Notes, Person Notes, etc.) are not supported in forms.  You could create a String field and copy its contents to the Person Notes field, but then you would be limited to the 255 character String field vs.3,200 character Text Area field limit.

Since you want to concatenate the info this might work though using the technique described by Adam Waterson in the Deciding Program Attribution Percentages Discussion.

3 replies

A
Anonymous
Accepted solution
April 29, 2013
It is because Text Area fields (e.g. Lead Notes, Person Notes, etc.) are not supported in forms.  You could create a String field and copy its contents to the Person Notes field, but then you would be limited to the 255 character String field vs.3,200 character Text Area field limit.

Since you want to concatenate the info this might work though using the technique described by Adam Waterson in the Deciding Program Attribution Percentages Discussion.
A
Anonymous
April 29, 2013
Thanks Elliot!
A
Anonymous
February 5, 2015
@Elliot - I didn't find your answer in particular helpful for my use case,

== >I found it easier to just create a field inside of SalesForce, marked as Notes_Holder. Then through a Salesforce Workflow Rule - Make it listen for changes to the Notes_Holder_c and then append the notes that come from the different possible contact forms to the overall note/description or in Dan's case, the Comment. 

I will add a video of this if anyone is interested.
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