Workflow + Action

SuiteCRM Forum - English Language SuiteCRM General Discussion
1

Hi, I’m new in SuiteCRM…

I’m exploring workflow tool and try to create a new Oportunity after Lead have “Status” with “Assigned” or something like that.

But i want to put fill some fields with information that are in Lead Registry…

Any way to collect this data?

Best Regards, Artur

2

In the action for the create record(Opportunity) you should have the option to add fields and map values from the lead module fields.

Thanks,

Will.

3

How i can “map values”?

4

Anyone?

5

When you are using the ‘create record’ functionality you will have the option to set fields in the Lead record equal to those in the opportunity.

6

I Have this:

How can i relate option 1 to Lead Name?

And Option 2 to Lead Assign User

Ex: Lead Name is LeadCRM1 and assigned user is Admin. I want that when Workflow executes and a new Opportunity was created, workflow put in new record same data there are in Lead.

7

Select the ‘field’ option instead of ‘value’ to map the field values.

1 Like
8

Thanks…

I opened the screen often the search for solutions. But I totally forgot to open this option. As default puts “Value” not remembered that could have other options.

Thanks again.

9

In the tutorial at https://suitecrm.com/wiki/index.php/Userguides there is the type possibily ‘multiple’ , but in my 7.2 version there is no possibility for ‘multiple’. In my example I think the lines are combined as ‘Line1 AND Line2 AND Line3’ but I need 'Line 1 AND (Line2 OR Line3)


Where is the possibility for ‘multiple’ or exists a workaround?

10

this is most likely because the cases status field is a dynamic dropdown, so its not picked up correctly

I have submitted a bug report for this here

11

Noticed the issue in Reports and in Workflow last week. .
Here is solution / workaround until they incorporate the solution.
https://suitecrm.com/forum/bug-tracker/4723-dynamic-dropdown-in-reports

Pull Request here