This guide explains how to configure the "Anagrafica" action within a form, allowing you to associate the data collected from the form directly with the fields of the customer's anagrafica.
Non-technical users: The goal of this procedure is to tell the system: "When a user fills in field X of my form, that data must be saved in field Y of their customer record (anagrafica)."
Guide: Associate Form Fields with Customer Anagrafica Data (Anagrafica Action)
To get started, make sure you have already created the necessary fields in your form (for example, a field for "Name," one for "Email," etc.).
1. Accessing Form Actions
1. Open the form you want to modify.
2. In the top navigation menu, click on the Azioni tab.
2. Activating the Anagrafica Action
1. Locate the action box named Anagrafica (identified by the icon <i class="fa fa-id-card-o"></i>).
2. If the action is not active, click the Attiva button inside the box.
3. Field Association (Mapping)
Once the action is activated, you will see several sections listing available fields in the customer's anagrafica. For each anagrafica field, you need to select the corresponding field from your form.
General Anagrafica Data
In this section, associate the main form fields with the customer's personal data:
1. Next to the label Nome, click on the dropdown menu and select the form field containing the customer's name.
2. Repeat this step for all entries you want to associate:
- Cognome
- Telefono cellulare
- Telefono fisso
- Sito Web
- Data di nascita
- Indirizzo
- N. Civico (Address 2)
- Stato
- Regione
- Provincia (City)
- Comune
- CAP
- Avatar
- Password
- Operatore (ID)
Billing Data
If your form also collects company or billing information, associate it here:
1. In the Dati di fatturazione section, map your form fields to these entries:
- Nome (billing)
- Cognome (billing)
- Ragione sociale
- P. IVA
- Codice Fiscale
- Codice univoco (SDI)
- PEC
- ... and all other company address-related fields.
4. Credentials Configuration
In the Credenziali section, you can set up automatic sending of login credentials for new users to access the Client Area:
1. Under the label "Genera ed invia credenziali area clienti (solo per i clienti non ancora registrati)," check the box:
- Genera ed invia credenziali via email
5. Update Settings
In the Impostazioni section, define how the system should handle data if a customer submitting the form is already present in the database:
1. Under the label Aggiornamento anagrafiche clienti, select an option from the dropdown menu:
- Automatico: The system tries to identify an existing customer (usually by email) and updates their data.
- Nessuna (crea sempre nuova anagrafica): The system ignores any existing records and always creates a new customer record.
6. Saving
1. After completing all associations and settings, save your form to apply the changes.
