Add custom values to modal fields in Zaps

Modal fields have preset options for you to choose from. When you click on the field, the modal opens so you can select an option. If you want to enter a different value than what is offered in the modal, you must use a custom value instead. Custom values allow you to manually enter or map fields in the modal.

Learn more about how entering data in modal fields works.

Set up a custom value

• Next to the field where you want to enter a custom value, click the three dot icon . A dropdown menu will open.
• Click Custom. A modal will open.
• Manually enter a custom value or use the modal to map a field from a previous step.

Tip

• If you're mapping a custom value from a value you've created in a previous step, your app may not have finished creating the value yet. 
  • You can add a delay step in between to give your connected app time to create the new value.
• Sometimes, the value from a previous step doesn’t have a value ID. 
  • For example, a previous step may return a customer name instead of their QuickBooks ID. 
  • You can use a lookup table or search action to return an ID instead.

Example

In the QuickBooks app, the Customer field in the Create Invoice action is a modal field. It lists all the customers in your QuickBooks account. When you select a customer from the modal, your Zap will enter the same customer in every invoice. You may want to use a custom value instead, so the Zap enters a different customer each time it runs.

In QuickBooks’ Customer field, the customer name is the value name. The number below it is the value ID. "Arooj Aftab" is the name of the customer value and "7" is the value ID.

Limitations

• Your custom value must be a value that already exists in the app you’re sending data to.
  • If you send a value that does not exist in your app, the step will error.
• You must use the value ID, not the value name.
  • Sometimes, the ID may be the same as the name of the value, or it may be a numeric or alphanumeric string.
  • IDs that contain letters are case-sensitive.
  • When you look at the static value options in your modal field, the value name is displayed in bold, black text and the ID is displayed below it in plain gray text, with the prefix “ID”.