How to filter for Converted Target records?

Hi Tony Romano,

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 Francesca Shiekh 's work over my own, even if the post is a few years old 

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! 

thank you Alex Nassi 

Both your method and the approach from Francesca Shiekh both work.

For sake of covering other scenarios, I've seen customers using Leads and Prospects modules without the Last Name field set to required when they are adding these as just Company Prospects, so in that case the record ID method would still work.

That is very rare, but just thought I'd mention it for completeness.

Thanks again

thank you Alex Nassi 

Both your method and the approach from Francesca Shiekh both work.

For sake of covering other scenarios, I've seen customers using Leads and Prospects modules without the Last Name field set to required when they are adding these as just Company Prospects, so in that case the record ID method would still work.

That is very rare, but just thought I'd mention it for completeness.

Thanks again