Workflow to update a Lead field from Call does not work

SuiteCRM Forum - English Language Advanced OpenSales, Workflow, Portal support
1

Hi

I created a workflow as given below

Workflow Description: When a new call is created for a lead, the ‘status’ field in Lead module should be updated with ‘lead status’ field (custom attr) in the the call .

Module : Calls
Run on : New Records
Conditions : None
Actions: Modify Record-> Leads -> status -> field -> calls: Lead status

This works fine when I go to Lead-> Log call & save

But when i go to 'Calls-> create new call-> select lead -> & save, the corresponding Lead’s status field is not updated. Should’nt it be working in this flow too?

Thanks.

2

Hi,

Have you got this working? Your case is quite similar to mine.
Can you please share what have you done to make this work?