Lead capture variable to comment

[grej]

Good day,
I am currently got fully functioning integration (Web to Lead), where one variable is stored in Description. Is it possible to store data in First Comment, rather than in the variable description.

Hope I have expressed myself clear

[lazovic]

Hi grej,

Please tell me is the First Comment your custom field in the Lead entity? Or do you mean the first post in the Lead's stream?

[grej]

Hello lazovic

Thank you for your clarification.

Indeed, I was referring to the first post in the Lead's stream. I appreciate your attention to detail and assistance in this matter.

I have an idea that it should be made via beforeSave hook, which I am already experienced in, but Stream is not an Entity, that's where I have stuck

Warm regards,
grej

[lazovic]

grej,

It is best to create a separate field to accept the value that you are currently writing to the Description field. You can create a First Comment text field in the Lead entity.

Next, you should use a workflow (Advanced Pack extension feature). We should be guided by the fact that we need to create a post in the stream when a lead is created through Lead Capture. Therefore, let’s add the Lead Capture option to the list of options in the Source field in Lead entity, and then select this option in Lead Capture itself.

Next, it remains to create the workflow itself, with Lead target entity, which will be triggered after the lead is created, with "Source equals Lead Capture” condition. Let's add an action to the actions of this workflow to create the note itself in the stream, as it shown on the screenshot:



Full workflow screenshot:



Please let me know if you have any additional questions or encounter any difficulties with this solution.

[grej]

lazovic

Thanks for your suggestion! I'm helping a friend out, and we're trying to keep costs down, so we're looking for a workaround that doesn't involve paid features. Do you have any advice on how we might achieve this without the Advanced Pack? Appreciate your help!

[lazovic]

grej,

You can go to Administration > Entity Manager > Lead > Formula > Before Save Custom Script and paste the following formula script:

if (entity\isNew() && source == 'Lead Capture') {
    record\create('Note',
                  'parentId', id,
                  'parentType', 'Lead',
                  'type', 'Post',
                  'post', firstComment
                  )
}

More about formula script in EspoCRM you can find here: https://docs.espocrm.com/administration/formula.

[grej]

lazovic

Just wanted to drop a quick note to say a huge thanks for your help with the EspoCRM formula stuff. Your explanation was spot on and exactly what I needed. I tried it out, and everything worked perfectly!

It's awesome to have people like you around who are willing to share their knowledge. Really made my day easier. Looking forward to returning the favor sometime.

Thanks a ton!

[grej]

code:

if (entity\isNew() ) {
record\create('Note',
'parentId', id,
'parentType', 'Lead',
'type', 'Post',
'post', description
)
}​