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July 28, 2018
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How can we use Append Data to a Field.

  • July 28, 2018
  • 3 replies
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How can we use Append Data to a Field. @

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Best answer by SanfordWhiteman

The new value consists of

  • the existing value (using token syntax {{lead.Name of Your Field Here}}, which Marketo will replace with the current value)
  • whatever additional text you want to put before or after the existing value

What doesn't make sense? Have you tried it?

3 replies

New Participant
July 30, 2018

I had this issue. I had a Marketing Comments field that would continually get overwritten and I wanted to maintain the historical data for our SFDC records. I also wanted to include the date of the new information. To solve this I created a second field and used a trigger flow step and global tokens.

Fields used:

Original field: Marketing Comments

New field: Form Field Marketing Comments.

Flow steps: If "Data value change" is (form field marketing comments) then update (Marketing comments) to: {{system.date}} {{Lead.Form Field Marketing Comments}} | {{Lead. Marketing Comments}}

What this does is it keeps the original data in the field Marketing Comments with the lead token {{lead.Marketing Comments}} and appends the new information in the field Form Field Marketing Comments via the lead token {{lead.Form Field Marketing Comments}}. An example of the format of the updated field would look like:

   July 30, 2018 Requesting quote for ABC in quantity 123 | February 17, 2018 Please provide additional information for your widget | December 5, 2017 I would like to get lead time on item Y.

Does that make sense?

SanfordWhiteman
New Participant
July 30, 2018

You'll find those history fields are easier to read if you use a line break token instead of a pipe.

July 28, 2018

Please help me to understand more clearly, have confusion that how it will work

SanfordWhiteman
New Participant
July 28, 2018

Use Change Data Value, include the current value as a token in the New Value box.

   My Field  → {{lead.My Field}} new data

July 28, 2018

Please help me to understand more clearly, have confusion that how it will work

SanfordWhiteman
SanfordWhitemanAccepted solution
New Participant
July 28, 2018

The new value consists of

  • the existing value (using token syntax {{lead.Name of Your Field Here}}, which Marketo will replace with the current value)
  • whatever additional text you want to put before or after the existing value

What doesn't make sense? Have you tried it?