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A
Anonymous
March 9, 2016
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Populate a field with another field's value

  • March 9, 2016
  • 2 replies
  • 4097 views

Hello,

I am running a few data cleaning campaigns to make our Marketo Lead Database as neat as possible.

I have noticed that there have been errors when importing files, and consequently for a few contacts, values are in the wrong fields.

I would like to fix this, but I cannot find a way to create a flow step that would say "set this field to whatever value is contained in this other field".

Does anyone have a solution to recommend?

Thanks a lot,

Claire

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    Best answer by Andy_Varshneya1

    There are a few things to take into account, like if the field type is the same for both of the fields and if the new field has any field blocking in place that would prevent you from updating the values. Assuming there are no field update blocks for the new field, you can use Change Data Value flow steps.

    If both fields are the same data type (e.g. both are strings) you should be able to use a Change Data Value flow step setting the value for Field New to {{lead.Field Old}}.

    If the two fields are different types, you'll still use Change Data Value flow steps but you'll have conditions such IF Field Old is "yes", set Field New to true.

    While putting this logic together, don't change the value of the old field to NULL till after you verify it was done properly.

    2 replies

    Andy_Varshneya1
    Andy_Varshneya1Accepted solution
    New Participant
    March 9, 2016

    There are a few things to take into account, like if the field type is the same for both of the fields and if the new field has any field blocking in place that would prevent you from updating the values. Assuming there are no field update blocks for the new field, you can use Change Data Value flow steps.

    If both fields are the same data type (e.g. both are strings) you should be able to use a Change Data Value flow step setting the value for Field New to {{lead.Field Old}}.

    If the two fields are different types, you'll still use Change Data Value flow steps but you'll have conditions such IF Field Old is "yes", set Field New to true.

    While putting this logic together, don't change the value of the old field to NULL till after you verify it was done properly.

      A
      Anonymous
      March 9, 2016

      Thank you very much!

      Claire

      Grégoire_Miche2
      Grégoire_Miche2
      New Participant
      March 9, 2016

      Bonjour Claire,

      yes you can. Just use the other field in it's token form "{{lead.other filed}}" in the new value of the "change data value" flow step.

      -Grégoire

        A
        Anonymous
        March 9, 2016

        Perfect, thank you!

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