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SHIFTING OF A RECORD FROM ONE MODULE TO ANOTHER in X2CRM

shifting of record

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#1 Sunain

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Posted 09 September 2017 - 12:55 AM

Hello,

 

I am new to X2CRM. Presently using X2CRM 6.9. I have come accross a requirement to shift a record from one module to another (for instance, Leads to Accounts) which will deleted the record from previous module i.e. Leads and create the same record in the Accounts module when I click some trigger or button etc.

 

It is possible to do that.

 

Thanks alot 

 

 



#2 X2Isaiah

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Posted 14 September 2017 - 12:10 PM

Hi Sunain,

 

This can be accomplished through X2Workflow


Isaiah Solomon

Software Engineer

X2Engine Inc.


#3 Walter

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Posted 19 October 2017 - 02:09 AM

you have to create trigger, for example "Record Updated" -> Compare attribute "Sales Stage: Won" -> Create record: record type accounts; Select Name and set attribute to "={name}". See attachments

 

1.

Attached File  lead_won02.PNG   29.15KB   2 downloads

 

2.

Attached File  cr_ACCT_with atrr.PNG   26.18KB   1 downloads



#4 Sunain

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Posted 31 October 2017 - 01:19 AM

Thank you so much. I am so grateful :)

 

Its solved



#5 Sunain

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Posted 15 November 2017 - 04:11 AM

Please guide me,  I want to show a negative amount such as Loss Amount with Currency attribute but when i input it does not take the -ve figure... please help






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