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4. Platform Records

Important: Unauthenticated form submissions do not create records in the Platform until the User clicks the verification link. This protects your database and ensures Users are real people.

Requests for help create:

  • A new Need record per selected Need Type.

Offers to provide help create:

  • A new Provider record, if needed.
  • A new Need Type Provider record per selected Need Type.
Note: These items are not duplicated if there are multiple form submissions.

For the Requester or the Provider:

  • If a matched or authenticated User provides previously missing data (for example, phone), this new information saves to their existing Contact record. You cannot update existing data, and it is presented as read-only.
  • If there is no match for the User's first name, last name, and contact information (such as email or phone), the Contact and Household records create with the provided information. You can refer to the matching diagram for Default Contact, but Default Contact is not used.

​​See Need Management.