lead status

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lead status

Jacques Le Roux
Administrator
Hi,

When you update personal information of a lead, if this lead is assigned, in the status dropdown you see LEAD_ASSIGNED. I'd like to
change this to show correct information. But on the other hand I'd not like to take the burden of handling impossible changes by
mucking in in services and such. Is a such scheme already used somewhere?

To be clear the idea would be to have PARTY_STATUS (Enabled, Disabled) accessible but LEAD_STATUS (Assigned, Converted, Qualified)
only shown. I began to write

<field name="statusId" use-when="person!=null &amp;&amp; leadDescription==null">
    <drop-down allow-empty="false">
        <entity-options description="${description}" entity-name="StatusItem">
            <entity-constraint name="statusTypeId" value="PARTY_STATUS"/>
            <entity-order-by field-name="sequenceId"/>
        </entity-options>
    </drop-down>
</field>
<field name="statusId" use-when="person!=null &amp;&amp; leadDescription!=null">
    <drop-down allow-empty="false">
        <entity-options description="${description}" entity-name="StatusItem">
            <entity-constraint name="statusTypeId" operator="in" value="PARTY_STATUS,LEAD_STATUS"/>
            <entity-order-by field-name="sequenceId"/>
        </entity-options>
    </drop-down>
</field>

before understanding the issue, any (creative ;o) ideas?

Thanks

Jacques


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Re: lead status

Jacques Le Roux
Administrator
Fixed at r1044082

Jacques

From: "Jacques Le Roux" <[hidden email]>

> Hi,
>
> When you update personal information of a lead, if this lead is assigned, in the status dropdown you see LEAD_ASSIGNED. I'd like
> to change this to show correct information. But on the other hand I'd not like to take the burden of handling impossible changes
> by mucking in in services and such. Is a such scheme already used somewhere?
>
> To be clear the idea would be to have PARTY_STATUS (Enabled, Disabled) accessible but LEAD_STATUS (Assigned, Converted, Qualified)
> only shown. I began to write
>
> <field name="statusId" use-when="person!=null &amp;&amp; leadDescription==null">
>    <drop-down allow-empty="false">
>        <entity-options description="${description}" entity-name="StatusItem">
>            <entity-constraint name="statusTypeId" value="PARTY_STATUS"/>
>            <entity-order-by field-name="sequenceId"/>
>        </entity-options>
>    </drop-down>
> </field>
> <field name="statusId" use-when="person!=null &amp;&amp; leadDescription!=null">
>    <drop-down allow-empty="false">
>        <entity-options description="${description}" entity-name="StatusItem">
>            <entity-constraint name="statusTypeId" operator="in" value="PARTY_STATUS,LEAD_STATUS"/>
>            <entity-order-by field-name="sequenceId"/>
>        </entity-options>
>    </drop-down>
> </field>
>
> before understanding the issue, any (creative ;o) ideas?
>
> Thanks
>
> Jacques
>