Updating a subscription

XFP provides an action for updating the details of a particular subscription in First Capital Cashflow.

To update a subscription, use the Update Subscription action under First Capital Cashflow.

Building an update subscription template

To do this:

  1. Navigate to Templates in the top navigation bar (under the form title).

  2. Click Create Template.

  3. A popover will open, asking which type of action we want to create a template for. Choose Update Subscription under the First Capital Cashflow section, and click Next.

  4. We'll then be taken to the template builder for this action.

    It is also possible to access the template builder from within a rule, by choosing Create new... when selecting a template in a Then block.

  5. Set the title as 'Update subscription', and choose the service to use for the direct debit from here on.

  6. Choose the new amount to pay and the subscription reference to update. You can map a question, variable or logic formulae to each one. Alternatively enter manual text by typing it into the search box for the field and pressing the return key.

  7. Click Save to create the template.

To make this action fire when your form is filled in, you will need to add it to a rule - see Building a Rule.

results matching ""

    No results matching ""