This guide is intended for users who manage forms and want to define how the system should behave when a user submits data that may correspond to an already existing customer record.
The setting is located within the "Anagrafica" (or "Register Customer") action of your Form.
Configure the logic for updating existing customer records
Follow these steps to define if and how the form should update data of already registered customers.
1. Access Form Editing
Open the form you want to configure.
2. Go to the Actions Section
Click on the Actions tab at the top of the form editing screen.
3. Enable the Anagrafica Action
Make sure that the action related to managing customer records (usually named "Register Customer" or "Anagrafica") is enabled. If it is not, click Enable.
4. Locate the Settings
Scroll inside the Anagrafica action panel until you find the section titled Settings.
5. Configure Customer Record Updates
In the "Settings" section, locate the field Customer Records Update. Using the dropdown menu, choose the desired update logic:
| Option | Description |
|---|---|
| Automatic | (Recommended choice) The system will attempt to identify an existing user (typically via the email address provided in the form). If the user is found, their customer data will be updated with the new submitted values. If no user is found, a new customer record will be created. |
| None (always create a new record) | Each time the form is submitted, a new customer record will be created regardless of whether the user already exists in the system. |
6. Save Changes
After selecting your preferred option, save the form to apply the new update logic.
