Gravity to Solve360

常見問題集

How do I mark fields in Gravity Forms for export to Solve360?

General

To mark fields in your Gravity Form that are to be sent to Solve360, add an Admin Label in this pattern: “solve360 Field Name”.
The field data will be added as the contents of the Field.
You can find Field Names in Solve360 by going to My Account, API Reference tab, and selecting Fields from the drop down.

Example

Field Name in Solve360 "businessemail"
Admin Label "solve360 businessemail"
Data "Steve Barnett"
will show
"Steve Barnett" in the businessemail Field of the Solve360 contact.

Solve360 required fields

The following fields are required:

• businessemail;
• category;
• ownership.

Special Fields: Solve360 Categories

These must be added as hidden fields.
The Field Label should be “solve360 category CategoryName”. CategoryName is for your reference only.
The Default Value must contain the Tag ID, e.g. “12345678”.
You can find Tag IDs in Solve360 by going to My Account, API Reference tab, and selecting _Category Tags_from the drop down.

Special Fields: Gravity Names

When Gravity’s combined fields for Name are used, the Admin Label should be “solve360 fullname”.

Special Fields: Solve360 Notes

The Admin Label should be of the form: “solve360 note NoteName”.
For hidden fields, the Solve360 note will be the Admin Label text.
For regular inputs, the Solve360 note will be the Admin Label text followed by the field data.

Input field example

Field Label "Company"
Admin Label "solve360 note Company:"
Data "XYZ Co"
will show
"Company: XYZ Co"

Hidden field example

Field Label: "solve360 note NoteTextGoesHere"
will show
"NoteTextGoesHere"