Extension Scenario from Activity to Lead

[former_member625074]

Hi Guys,

I am trying to create an extension field(new qualification)in phone call and appointment in order to update the lead qualification by the workflow.

During field creation, I am not able to find an extension scenario to move this new field from a phone call or appointment to lead.

So is there a workaround to do that.

Thanks

[A-J-S]

Hi,

Its only possible via PDI development, extension scenarios and workflow wont work here due to cross deployment units.

Even in PDI, it is not possible to update the lead directly due to cross deployment units, you can use a webservice to update the lead from activity.

Thanks.

[former_member261131]

Hi Yehia,currently there is no standard extension scenario for KUT fields from the BO Activities to Leads.However, standard Worfklow Rules only work within their own BO. Meaning, if you have a workflow rule for the BO Activities (Phone Call/ Appointments) this cannot update a field on the BO Leads. You would therefore need a WFR on each BO, however, this often runs into difficulties as the system is not set up for this.Please see the KBA "2835748 - Workflow Rule: Multiple workflow rules not triggering when modifying BO instances with PDI".You may consider using PDI development to make your scenario work.

Kind regards,

Viv