Is it possible to create tags from fields, where someone selecting a certain option tags them with that option. I.E. selecting the volunteer option tags the new contact as volunteer?
1 Answer
This is possible with CiviRules. However, I'd argue that in most cases you'd rather use a Smart Group.
If you're committed to using CiviRules though:
- You'll need two rules. One with a trigger of "Any contact is added" and one with "Any contact is changed". If this only applies to individuals, you can substitute the appropriate triggers.
- The condition will be "Field Value Comparison".
- The action will be "Add tag to contact".
Note that you may want another rule to remove the tag if the field is changed and the condition no longer applies.