Workflow + Action

šŸ’¬ General Discussion
1

Hi, Iā€™m new in SuiteCRMā€¦

Iā€™m exploring workflow tool and try to create a new Oportunity after Lead have ā€œStatusā€ with ā€œAssignedā€ or something like that.

But i want to put fill some fields with information that are in Lead Registryā€¦

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 ā€œmap valuesā€?

4

Anyone?

5

When you are using the ā€˜create recordā€™ 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 ā€˜fieldā€™ option instead of ā€˜valueā€™ to map the field values.

1 Like
8

Thanksā€¦

I opened the screen often the search for solutions. But I totally forgot to open this option. As default puts ā€œValueā€ 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 ā€˜multipleā€™ , but in my 7.2 version there is no possibility for ā€˜multipleā€™. In my example I think the lines are combined as ā€˜Line1 AND Line2 AND Line3ā€™ but I need 'Line 1 AND (Line2 OR Line3)


Where is the possibility for ā€˜multipleā€™ 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