Change Lead "created date" when assign it to user

[lazovic]

Hi Riad,

Please try to use the following formula script:

ifThen(
  entity\isAttributeChanged('assignedUserId') && assignedUserId,
  createdAt = datetime\now()
);

[Riad]

ifThen(
and(
entity\isAttributeChanged('assignedUserId'),
assignedUserId
),
createdAt = datetime\now()
)

This not work

[Riad]

Can you type the the correct formula for v. 7 Please. Thank you

[rabii]

The if(){} has been introduced in version 7.4 so any version below this you should use the old formula ifThen instead. check documentation.

[Riad]

if(entity\isAttributeChanged('assignedUserId') && assignedUserId) {
createdAt = datetime\now();
}
This formula works well with v. 8 but not work with v. 7 why?

[rabii]

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

[Riad]

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

[rabii]

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

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

https://forum.espocrm.com/forum/general/114491-mass-unfollow-option-for-users

[Riad]

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