What's the easiest way to append new comments within the same comments field? | Community
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Anonymous
May 1, 2015
Question

What's the easiest way to append new comments within the same comments field?

  • May 1, 2015
  • 1 reply
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I want to add new comments a lead submits to our custom comments field we created to the existing comments data in the custom field so we have historical tracking on a lead's comments. What is the easiest way to do this? I've read we can create a token, but I have not been successful in implementing the token. Also, how can I clear the comments field after it has been synced to SFDC if I decide to do it this way?

Thanks,
Shirleen 
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1 reply

Dan_Stevens_
Dan_Stevens_
Level 10
May 1, 2015
Create a custom comments field (e.g., "Comments-Temp") so that when someone submits a form with the field, it temporarily stores the comments in a placeholder field.  And then create a "change data value" flow step as follows:

Comments = {{Comments-Temp}} {{Comments}}

We're doing this today with our telemarketing campaigns - where the comments are appended to the "Person Notes" field:

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