Change Lead "created date" when assign it to user

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  • Riad
    Member
    • Aug 2018
    • 33

    Change Lead "created date" when assign it to user

    Hello,
    1- I want to Change Lead "created date" when assign it to user. So the created date of the Lead will be the same date of assign.
    2- As Admin with mass update want to make lead unfollow for any user I want. (Can change lead Followers)
    Thank you
    Last edited by Riad; 04-09-2025, 01:41 PM.
  • rabii
    Active Community Member
    • Jun 2016
    • 1287

    #2
    1- you can use before script formula under Administration > entity manager > lead > formula > before save custom script (use the code below)

    PHP Code:
    if(entity\isAttributeChanged('assignedUserId') && assignedUserId) {
        
    createdAt datetime\now();


    This code will update the created at date to now() date once the assigned user is changed and there is an assigned user.

    2- check this out it might help

    Hello, We had a user ask us if we were able to mass unfollow accounts and contacts for them as they don't have the ability to unfollow except one by one. Thank you!
    Rabii
    Here to help :)

    Comment


    • Riad
      Riad commented
      Editing a comment
      Thank you so muck Rabii the script formula is working well.
      But about unfollow I want to do it for the users as I an Admin (The admin can make unfollow instead of any user
      * Or when a user (A) is assigned to lead and follow this lead, then if admin unassigned the user (A) form this lead he must be automatically unfollow this lead
      Last edited by Riad; 04-10-2025, 02:37 AM.

    • rabii
      rabii commented
      Editing a comment
      Not sure it is doable, the reason is more technical. a lead could be followed by different users hence why mass update is not designed for this kidn of task. this might required a custom action
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