How to filter for Converted Target records?

Can anyone tell me how we can filter for Converted Target records in the list view please?

I expected to find the value 'Converted' in the Status like we have in Lead module, but doesn't seem to be there on Targets module

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  • Hi ,

    I wasn't able to find a Converted or Status option in a test environment either, but I found a few Ideas about this. However, they've been closed as there haven't been many requests related to them: 37195 & 53996

    I did some testing and I also found a few workarounds that might help:

    Option 1 - Create a report

    If you use a report instead of the list view, you can create a Rows and Columns report on the Targets module with the filter Targets > Lead > ID is not empty, then add your display fields, and on the Report Details screen, check the Optional Related Modules box for Leads. 

    Option 2 - Create a Converted field

    I'll preface this suggestion by first pointing you to How can I tell in a Business Process if a Target has been converted to a Lead? which I found after I tested out this workaround. I haven't tested hers out yet, but I always trust  's work over my own, even if the post is a few years old Slight smile

    Here's what I tried in my test environment:

    1. In Studio, create a checkbox field called "Converted" 
    2. Make this a calculated field using the formula 
      ifElse(
      not(
      equal(
      related($lead,"last_name"),"")),
      true,false)
    3. Save this new field and add it to the Record, List, and Search views
    4. Run a Recalculate Values from the list view

    You might need to make some changes to either of these to meet your needs, but I hope this can help get you started! 


    Alex Nassi
    Digital CX Operations Director
    SugarCRM

Reply
  • Hi ,

    I wasn't able to find a Converted or Status option in a test environment either, but I found a few Ideas about this. However, they've been closed as there haven't been many requests related to them: 37195 & 53996

    I did some testing and I also found a few workarounds that might help:

    Option 1 - Create a report

    If you use a report instead of the list view, you can create a Rows and Columns report on the Targets module with the filter Targets > Lead > ID is not empty, then add your display fields, and on the Report Details screen, check the Optional Related Modules box for Leads. 

    Option 2 - Create a Converted field

    I'll preface this suggestion by first pointing you to How can I tell in a Business Process if a Target has been converted to a Lead? which I found after I tested out this workaround. I haven't tested hers out yet, but I always trust  's work over my own, even if the post is a few years old Slight smile

    Here's what I tried in my test environment:

    1. In Studio, create a checkbox field called "Converted" 
    2. Make this a calculated field using the formula 
      ifElse(
      not(
      equal(
      related($lead,"last_name"),"")),
      true,false)
    3. Save this new field and add it to the Record, List, and Search views
    4. Run a Recalculate Values from the list view

    You might need to make some changes to either of these to meet your needs, but I hope this can help get you started! 


    Alex Nassi
    Digital CX Operations Director
    SugarCRM

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