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getdropdownvalue from related module

Joe Carter

Hi

I have a dropdown in Leads module that when it converts I want a dropdown value from Leads to be a text value in Contacts, so it's not editable I thought I would be able to use a calculated field in Leads that could copy the value to the Contact using the code below 

getDropdownValue("dropdown_in_leads",related($contacts,"field_in_contacts"))

I have tried swapping them round and as many variations as I can but the dropdown value from the list never goes to contact field.  I have also tried to create a field in Contacts to grab the related dropdown but that doesn't work either.

Anyone know how or if this can be done otherwise I will have to write a logic hook which seems a bit over kill!

Using 9.3 Enterprise.

Any help much appreciated.

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    Hi Joe,

    You were close in your tested solution. The formula will need to exist on a custom field in the Contacts module. I was able to achieve your desired output by creating a text field in the Contacts module with the following formula:

    getDropdownValue("converting_dropdown_list",related($leads,"converting_dropdown_c"))

    The main drawback to this solution is that if the source value on the lead changed after conversion, then the converted contact would also be updated. If that is a concern, you could mitigate that issue by implementing custom coded logic to prevent the field on Leads from being editable once the status is 'Converted'. 

    Co-Founder | SugarCRM's 2024 Global Outfitters Partner of the Year

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  • 0

    Hi Joe,

    You were close in your tested solution. The formula will need to exist on a custom field in the Contacts module. I was able to achieve your desired output by creating a text field in the Contacts module with the following formula:

    getDropdownValue("converting_dropdown_list",related($leads,"converting_dropdown_c"))

    The main drawback to this solution is that if the source value on the lead changed after conversion, then the converted contact would also be updated. If that is a concern, you could mitigate that issue by implementing custom coded logic to prevent the field on Leads from being editable once the status is 'Converted'. 

    Co-Founder | SugarCRM's 2024 Global Outfitters Partner of the Year

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