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Looking for an experienced EspoCRM developer to create a custom workflow automation that handles data transformation when converting Leads to Opportunities.
Required Functionality:
1. Web Domain Value Transformation
- Create a translation table mechanism
- When a Lead is converted to Opportunity, use the Lead's web domain to derive two new values based on the translation table
- These derived values should be stored in new custom fields in the Opportunity
2. Name Standardization
- Implement automatic name formatting to convert any name to proper Name Caps format
- Example: "john DOE" → "John Doe"
3. Character Set Conversion
- Implement conversion of non-Latin characters to their Latin equivalents
- Should handle various character sets including Cyrillic and Chinese
- Example: "Иван" → "Ivan"
4. Title Extraction
- Detect and extract professional titles from name fields
- Map extracted titles to standardized values
- Move titles to a separate field
- Example: "Dr. Jane Smith" → Title field: "Dr." | Name field: "Jane Smith"
Technical Requirements:
- Must be implemented as an EspoCRM workflow
- Solution must be maintainable and documented
- Must include error handling
- Performance optimization for large datasets
- Must follow EspoCRM best practices
Deliverables:
1. Complete workflow implementation
2. Documentation including:
- Installation instructions
- Configuration guide
- Translation table structure and maintenance procedure
- Title mapping rules
3. Testing scenarios and results
4. Source code with comments
Please include in your proposal:
1. Your experience with EspoCRM
2. Similar projects you've completed
3. Estimated timeline
4. Understanding of the requirements
5. Any questions or clarifications needed
Required Functionality:
1. Web Domain Value Transformation
- Create a translation table mechanism
- When a Lead is converted to Opportunity, use the Lead's web domain to derive two new values based on the translation table
- These derived values should be stored in new custom fields in the Opportunity
2. Name Standardization
- Implement automatic name formatting to convert any name to proper Name Caps format
- Example: "john DOE" → "John Doe"
3. Character Set Conversion
- Implement conversion of non-Latin characters to their Latin equivalents
- Should handle various character sets including Cyrillic and Chinese
- Example: "Иван" → "Ivan"
4. Title Extraction
- Detect and extract professional titles from name fields
- Map extracted titles to standardized values
- Move titles to a separate field
- Example: "Dr. Jane Smith" → Title field: "Dr." | Name field: "Jane Smith"
Technical Requirements:
- Must be implemented as an EspoCRM workflow
- Solution must be maintainable and documented
- Must include error handling
- Performance optimization for large datasets
- Must follow EspoCRM best practices
Deliverables:
1. Complete workflow implementation
2. Documentation including:
- Installation instructions
- Configuration guide
- Translation table structure and maintenance procedure
- Title mapping rules
3. Testing scenarios and results
4. Source code with comments
Please include in your proposal:
1. Your experience with EspoCRM
2. Similar projects you've completed
3. Estimated timeline
4. Understanding of the requirements
5. Any questions or clarifications needed
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