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caesarh2 Member since 2014 7 posts
new york life
Posted: March 5, 2015
Last activity: July 22, 2015
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Cannot get data transform to work

Hello,

I cannot get the data transform example to work, nor can I get the calculated read-only fields to work. 

 

- I have added First Name and Last Name fields to the Personal Info step in the Collect Info stage (1st stage)

- I have added a Full Name field to the Schedule Interview step of the Interview stage (3rd stage)

- I have add a multi-step process AFTER the Personal Info step with a Start and End shape and double clicked the flow connector between them

- I changed "Set Properties" to "Apply Data Transform" with the name "SetFullName" and clicked the little spyglass to open it

- I created a new action as such:
Action: Set

Target: .FullName

Relation: equal to

Source: .FirstName + " " + .LastName

- Save all

 

Yet when I create a new case and go through the forms, reaching the 3rd Interview stage, the "Full Name" readonly field is empty.

I've also tried created a readonly calcuated field using the same formula: .FirstName + " " + .LastName, but this is not working either.

 

Thank you,

Caesar

 

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