Assignment based on postal code and work area.

[SPO]

Version 8.1.0
No workflow.

Hello everyone,

I need your help.

I have created two additional fields in the User entity: "Working in postal code area" and "Work Area (X, Y, and Z)."

In the Lead entity, I have created three fields named "Work Area X," "Work Area Y," and "Work Area Z."

Now, I want to generate an assignment based on the first two numbers from the postal code field.

The query should look something like this:

If the first two numbers in the postal code field are, for example, 01, in the Lead entity, then check in the User entity based on the Postal Code Area field for the corresponding user and check in the Work Area field for the work area.

Enter the name of the corresponding user in the Work Area field in the Lead entity.



I thank you in advance.

[emillod]

Hello,
you'll probably have to code it. It can be done through PHP hook.
Hooks - EspoCRM Documentation

[SPO]

Thanks

[henrylinden]

thanks