Manage Contact List using a form | XM Community
Skip to main content
Question

Manage Contact List using a form

  • 26 February 2024
  • 3 replies
  • 87 views

MartyK
Level 2 ●●
Forum|alt.badge.img+3

I want to use a form to manage a contact list.  I can easily ADD a record (contact) to the list and Edit one.  I can do this through a form to gather info (new or changed) and then use a Workflow to update the contact list.  

BUT, I’d also like to allow the deletion of a contact.  Anyone have an idea of how to delete a contact using a Workfow?  If not delete, perhaps “Opt-out” for the contact (record)?

 

 

3 replies

Sachin Nandikol
QPN Level 6 ●●●●●●
Forum|alt.badge.img+29
  • QPN Level 6 ●●●●●●
  • 453 replies
  • February 26, 2024

Hello  @MartyK

Currently, there are no events directly avaialble in workflow to delete or opt out from a list. However, this functionality can be achieved using APIs. For more detailed information, please refer to the following link:

Link to API documentation.

 

Let me know if this helps.


MartyK
Level 2 ●●
Forum|alt.badge.img+3
  • Author
  • Level 2 ●●
  • 9 replies
  • February 26, 2024

Thanks @Sachin Nandikol!  Interesting. I’ll look it over.  


MartyK
Level 2 ●●
Forum|alt.badge.img+3
  • Author
  • Level 2 ●●
  • 9 replies
  • February 27, 2024

So went to the APIs and struggling with how to access a contact list.  It’s failing on the Directory ID.  When I search the support documentation, I see that the organization has a “default Directory ID”  and I can find the Contact List’s Directory ID via the URL when I open it (or when I export it).  But none of them are working in the API.  So I’m assuming I’m missing something as to identifying the DirectoryID.

 

So, where do I find Community Help on API calls to Contact Lists?