Question
#lead
Sales_Creatio_enterprise_edition
8.0
Find and merge duplicates - create leads from third party app
Uriel Nusenbaum
01:43 Jul 06, 2022

Hi Community! Hope you are doing well.

My goal is to create leads from third party app, obviously avoiding loading duplicates.

I have those questions:

  1. I know that it exists in the process element "Find and Merge duplicate". What is the result of this item? Does it tell us what is the ID of the record that remains? The new record created or the merged record in which result/parameter? gOldRecordId?
  2. I'm working on a source code schema. Can I re use some code to achive my goal? I was reviewing some other services that create leads from landing pages or others, but they are not simple to adapt. Is there any method that allows me to validate duplicates or to do the merge by code after having saved a lead?

Any other comment or suggestion are welcome.

Thank you!

Regards.

 

 

Like 0

Like

0 comments
Show all comments
Question
#lead
#BusinessProcess
Sales_Creatio
7.18
Default lead stage after copy
Christian Waidner
13:12 May 04, 2022

I modified out Lead process and we don't use "nurturing" anymore. This works well for new leads.

When I copy a lead this new document is still placed in the "nurturing" stage. Which process do I have to modify to change this behaviour?

Like 0

Like

10 comments
Best reply
Sourav Kumar Samal
10:14 May 17, 2022

Christian Waidner,

 

You can check here,

 

Thanks,

Sourav

Anastasiia Stepanova
17:59 May 04, 2022

Hello Christian,

 

Could you please clarify what you mean under "new document" and what actions are you doing before the Lead came to the "nurturing" stage?

 

Thank you in advance!

Christian Waidner
08:46 May 05, 2022

Hello Anastasiia!

 

Workflow:

Click on an existing lead in list view

Click "copy"

A new lead document ("new document") is being creating

This new document is in stage "nurturing" and I want it to be in a different stage.

Christian Waidner
09:33 May 10, 2022

Christian Waidner,

Anastasiia Stepanova,

Do you need any more explanation? Is there anything i can do to change the starting phase of a copied document?

Christian Waidner
11:14 May 16, 2022

Anastasiia Stepanova,

Reminder - are you still on it?

Sourav Kumar Samal
12:23 May 16, 2022

Christian Waidner,

 

If I understand correctly, you do not want to copy the DCM stage while copying the existing record, then you can try the following with the lookup used for DCM in the Object itself,

 

Thanks,

Sourav Kumar Samal

Christian Waidner
12:30 May 16, 2022

Sourav Kumar Samal,

The checkbox is unchecked for my field and I do not think that this will fix my problem.

 

This is the situation, I click on "copy" on an existing lead.

 

Christian Waidner
12:31 May 16, 2022

The resulting lead stage looks like this:

 

 

I do not have a "nurturing" stage in my lead stage anymore.

Sourav Kumar Samal
13:44 May 16, 2022

Christian Waidner,

 

Could you check what is the default value of the lookup value set in the object ?

 

Thanks,

Sourav

Christian Waidner
17:23 May 16, 2022

Sourav Kumar Samal,

If you can give me a hint how to find this in the system .... sure

Sourav Kumar Samal
10:14 May 17, 2022

Christian Waidner,

 

You can check here,

 

Thanks,

Sourav

Show all comments
Subscribe to #lead