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Link a Lead record to a Project record using logic hook

Homin Lee

I have created a one-to-many relationship between Project and Lead records. (called 'project_leads_1' in Studio)

I would like it so that when a new Lead record is created that meets certain criteria (last name = '@Incoming Email Sales Lead'), the Lead record is linked to a specific Project Record ('Incoming Email Sales' Project).

However, it's not working.  What am I missing?

I'm using 'before_save' logic hook on the Leads module

.....

$rel_name = 'project_leads_1';  // name of the relationship in Studio

$incoming_sales_leads_proj = [hard coded ID];

$incoming_service_leads_proj = [hard coded ID];
if($bean->last_name == '@Incoming Email Sales Lead')
{
$bean->load_relationship($rel_name);
$bean->$rel_name->add($incoming_sales_leads_proj);

}
else if($bean->last_name == '@Incoming Email Service Lead')
{
 $bean->load_relationship($rel_name);
 $bean->$rel_name->add($incoming_service_leads_proj);
}

......

Sugar 13.0

Parents
  • 0

    I created a logic_hook in custom\Extension\modules\Leads\Ext\LogicHooks\setLinkLead.php:

    <?php

$hook_version = 1;
if (!isset($hook_array)) {
    $hook_array = array();
}

if (!isset($hook_array['after_save'])) {
    $hook_array['after_save'] = array();
}

$hook_array['after_save'][] = array(
    200,
    'after Lead is saved',
    'custom/modules/Leads/linkLeadHook.php',
    'linkLeadHook',
    'linkLead'
);

    and the implementation of the hook in custom\modules\Leads\linkLeadHook.php:

    <?php
class linkLeadHook
{
    public function linkLead($bean, $event, $arguments)
    {
////	$GLOBALS['log']->fatal("LEAD HOOK A = ".print_r($arguments,true));
	   
	    if (($arguments['isUpdate'] != 1)&&($bean->deleted == 0)) {
			
			if ($bean->last_name == "TEST") {
				
				$rel = "project_leads_1";
				$p1 = "1770f528-26d5-11ee-98a0-54ee7593936c";
				$GLOBALS['log']->fatal("LEAD HOOK SHOULD DO STH.");
				if($bean->load_relationship($rel))
				{
					$bean->$rel->add($p1);
				}
			}
		}
    }
}

    If the Lead is new and if its last_name is "TEST" a relationship to Project P1 with id "1770f528-26d5-11ee-98a0-54ee7593936c" is created.

  • 0 in reply to Harald Kuske

    This is only a snippet to show that the logic_hook works fine.

    I used the hard coded $p1 just as an example. Much better would be to have a local flag or string in projects which declares a dedicated project as the collector project. Searching this local field could return the id of the dedicated project into $p1.

    Thanks  for reviewing!

  • 0 in reply to Harald Kuske

    Sorry , I misinterpreted the post (thought it was the original poster saying it still didn't work) and later removed my comments, trying to do too many things at once again. Will be more careful.

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