WORKFLOW TO CREATE NEW USER

👨‍💻 Development Help
1

I’m trying to create a workflow like so:

  1. New Lead record created
  2. Map Lead field values to User field values
  3. New User is created using the info from the associated Lead

I can map most fields, but am unable to associate the User’s primary email with the Lead’s primary email.

I do see a relationship from Lead <=> User, just no primary email for the User.

Any help is appraciated!

2

Users from Leads? Hmm…

Have you considered Portal Users instead? What do you want these users to be able to do?

Anyway, I am digressing only because I don’t know the answer to your question, sorry.

3

Are portal users forced to use Joomla?

I’d like to automatically create users from leads to provide access via a customized security group. Access would be highly restricted but would allow:
updating user info
viewing & managing projects, tasks, meetings, invoices, quotes, etc… but mostly restricted to owner rights…

Can all of that be accomplished via the portal?

Best Regards!

4

The portal is in Joomla, yes, and allows only a few things like Cases, Documents, and not much else.

You might enjoy this discussion, I had your idea a while ago:

https://suitecrm.com/community/forum/suitecrm-7-0-discussion/12510-brainstorming-suitecrm-based-suitecrm-portal

But if you need something now, your best chance is to either get that workflow working, or add some custom code to do what you want. It might not be too complicated, but it requires developing.