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Status Field in Forms for New Leads

Jessica Bolts
In our Sugar Market forms the status field is not being populated currently for any new submissions that are not in Sugar. Can we make a change so that status become ‘New’ for any submission that does not have a related Sugar entry already?
If the submission matches a Lead with status ‘Dead’, can we change it back to ‘Recycled’?
Can I take care of this in the admin settings?
Thanks!
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    Hi Jessica,

    With Sugar Market forms, you can add a hidden field, and map it to the Status field and set a default value of "NEW".

    This will ensure every form submission is carrying the status value of NEW and setting this to the record in CRM.

    However, this cannot be used if we need to update 'Dead' leads to 'Recycled'.



    I would set this up in SugarCRM itself using process definitions.
    A form submission creates a Landing Page record against a lead or contact (Form details would appear in the 'Landing Pages' sub panel of the lead.)

    You could setup a workflow where (Module: Leads)


    Start Event - Relationship Change Evaluation - If a Landing Page record is added to the lead
    Use a conditional gateway to evaluate the status

    If Status is Empty > Set Status to New
    If Status is Dead > Set Status to Recycled

    End

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  • 0

    Hi Jessica,

    With Sugar Market forms, you can add a hidden field, and map it to the Status field and set a default value of "NEW".

    This will ensure every form submission is carrying the status value of NEW and setting this to the record in CRM.

    However, this cannot be used if we need to update 'Dead' leads to 'Recycled'.



    I would set this up in SugarCRM itself using process definitions.
    A form submission creates a Landing Page record against a lead or contact (Form details would appear in the 'Landing Pages' sub panel of the lead.)

    You could setup a workflow where (Module: Leads)


    Start Event - Relationship Change Evaluation - If a Landing Page record is added to the lead
    Use a conditional gateway to evaluate the status

    If Status is Empty > Set Status to New
    If Status is Dead > Set Status to Recycled

    End

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