Hi,

I have a small problem,

I have a custom section "Client" and I created a custom field UsrName.
When lead is created, I auto create Client by setting lead.contact_name as client.usrname but it always got set as null/empty string.
In the same business process, I am creating a contact using lead.contact_name as contact.fullname and it works perfectly.

I tried setting a business rule as well that when lead is filled in, it auto copies the lead.contact_name as client.usrname, but it didn't work.

Do you have any idea why this doesn't work?

Best Regards,

Solem A.

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I have solved this,

The lead create event was being triggered way before I clicked save button. So I changed my BP to occur during Lead Modified.

Best Regards,
Solem A.

Dear Solem Khan Abdusalam,

 

Could you please specify a few things?

 

1. Does the client object get created?

2. Is the contact's name populated?

3. Do other fields get populated correctly?

 

You can also check in the Client object configuration if the Displayed value is set to Name

 

Best Regards,

Max.

 

I have solved this,

The lead create event was being triggered way before I clicked save button. So I changed my BP to occur during Lead Modified.

Best Regards,
Solem A.

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