"email address" missing as field in module "Leads" in WorkFlow

[Adelheid]

Hello,

Just a few days into SuiteCRM I have trouble relating email addresses in the Leads module of WorkFlows.

The WorkFlow should test if for a new Lead its email address is already known to SuiteCRM as an email address of a contact.

Something like “if a leads email address is in the contact module email addresses…” that kind of logic.

However the field “email address” is not existent in the Leads module of the WorkFlows conditions.

I am happy for any suggestions where I should spend some time reading to achieve testing/comparing email addresses of leads and contacts.

Kind regards,

Marcus

[John]

Hey there,

You should be able to use Leads->Emails in Workflows
As Emails is a Module on its own, which is related to Leads, you’d have to select it as a related module

ie:

However, I don’t think you’d be able to compare the Email Addresses of both Leads and Contacts through Workflow
Workflow doesn’t currently have cross-module capability to that extent, i’m afraid

Though, if you feel comfortable with PHP, you should be able to achieve this through a Logic Hook!

I’ve written some brief steps on creating Logic hooks here:Change user when isn't administrator

As well as there being the Logic Hook section on our Documentation: https://docs.suitecrm.com/developer/logic-hooks/

And further information on manipulating CRM info: https://docs.suitecrm.com/developer/working-with-beans/#_get_list

With a Logic Hook, i’d imagine you should be able to get all contacts where the Email address matches the submitted Lead

Let us know if you need any assistance or information!

[Adelheid]

John,

“Workflow doesn’t currently have cross-module capability to that extent, i’m afraid”

Thanks a lot. It helps to know what things seem to be capable of. And it is really nice to have a few people like yourself in this forum who post answers that really help.

I might look into Logic Hooks and PHP at some time.

Thanks a million,

Marcus