Core Docs - Core Concepts - Use Person Entry

Rock Version: v20.0
Last Modified: 2026-04-06 3:59 PM

Often, one of primary reasons for using the Form action is to collect information about the person who is filling out the form. For instance, you might want their name, email address and phone number. This kind of information is requested so often that Rock has a feature to automate adding these kinds of questions to your form. As if that weren’t enough, this feature will also create a record in Rock if the person doesn’t already have one. If the person is in Rock, this will find their record and it can be used to update their information.

Unlike other items on your form, you don’t need to create workflow attributes for these questions. As described below, all you need to do is Enable Person Entry and pick what you want to ask the person for. Let’s take a look.

Person Entry Matching Logic

Below are a few notes on how person matching will work in certain circumstances. For the most part things will work as you expect, but there are a couple of scenarios to be aware of.

Spouse Matching

When the person fills out the Person Entry fields for themselves and their spouse, Rock will attempt to match both people to existing records in the system. If it finds a match for both people, but if those two people aren't in the same Family, then a new record will be created for the Spouse. This new record will be added to the Family of the person filling out the form.

Autofill Name Changes

There is some special logic that occurs if AutoFill Current Person is enabled, but the Name fields are changed when the form is being filled out. If the person that was used to auto-fill the fields changes the First Name or Last Name, then Rock assumes they mean to create or match a new person. If this happens, this matched or new person won't be added to the current person's family.

For instance, let's say Ted Decker is logged in and filling out a form with AutoFill Current Person enabled. Ted's information, including first and last name, will automatically be populated. But what happens if Ted changes the name to fill out the form for someone else? There are different scenarios as described below.

Security Exceptions

Don't forget that person matching may be suspended due to Account Protection Profile considerations. It's possible a new record will be created for this reason, even if the person has an existing record. See the the Configure Security Settings article for details.