Lead status validation

Dear Paulina,

You may create the business process that would update the lead status to qualified once  the account is approved. At the same  time, you may lock the lead stage from manual selection in DCM settings and set up the business rule to lock it (if you use simple lookup filed for selecting the statuses)

Regards,

Dean 

Dean Parrett,

Hi Dean, 

Thanks for this idea but it doesn't fully meet my requirements.

The manual selection has to be possible (the user needs to decide when the Opportunity should be created). The Account status is copied from the Account and updated if it is changed (Lead can be created with unapproved account and during lead flow, the account can be accepted.) The issue is that lead cannot achieve final positive status if Account status field on the lead is other than Approved. 

BR

Hi Paulina,



you should use validation on your Lead Page.



We do similar in our projects:



 

asyncValidate: function(callback, scope) {
 this.callParent([function(response) {
  if (!this.validateResponse(response)) {
   return;
  }
  this.Terrasoft.chain(
   function(next) {
   this.asyncValidateSomeDetails(function(response) {
    if (this.validateResponse(response)) {
     next();
    }
   }, this);
  },
  function(next) {
   callback.call(scope, response);
   next();
  }, this);
 }, this]);
}

And create your method for validation that returns true or false