When you download name formats from a profile update form, the Name formats tab displays the constituent name, name format type, primary addressee, and primary salutation information. You can also view whether the user added or updated the information.
Note: This tab appears when users submit data from profile update forms that you create in Forms, not Parts. The Profile Form (Deprecated) part does not capture name formats, so profile transactions from the part cannot generate the this tab.
When the Name format column is disabled for a row, the user entered a custom name. To view the custom name and edit transaction details, select the row and click the details button on the top right corner of the tab. A second Name format tab appears.
Under Process, select the information to use to update the record in your database. To select or clear all, click Select All or Clear All.
The Field column is disabled and displays the fields from the profile update form on your website. The New value column displays the data that users submit in the fields.
When the user selects “Other” on your site, the Uses custom name row displays “True” in the New value column. The Custom name row displays the custom name the user entered in the column.
You can edit entries in the New value column as necessary, such as to correct misspelled words or edit formats to meet your organization’s data entry standards.
Note: If the site user logs in to your website and is linked to a constituent in your database, only new or changed detail information appears.
If the website user is linked to a constituent record in your database, the System value column displays the applicable information that already exists for the constituent so you can compare it to the downloaded information. In the Action column, you can view whether the site user added or updated the information on your profile update form.
If the information is new, the site user is a new, or the site user accesses the form without logging in to your website, “Added” indicates that the site user added this information.
If the site user logs in to your website and updates information that automatically appears on the profile update form, “Changed” indicates that the information contains updated data.