Hello,

Thank you for your question. We are asking you to kindly elaborate more on the issue. A brief step-by-step instruction would be much appreciated.

Best regards,

Anastasiia

Hi,

You need to set the value for the "type" column using a client-side code and this.set method. This should be added to the "Owner" attribute modification handler method (the handler example was provided in this post for example).

Best regards,

Oscar

You can see an article on how to wire up change events on the page here: https://customerfx.com/article/triggering-an-event-when-a-field-is-chan…

As far as setting the value of the Type lookup, a lookup needs an object with two properties to display properly, (1) a value property (the Id of the lookup item) and (2) displayValue (the text of the lookup item). You'd set it like this: 

this.set("Type", {
    value: theIdOfTheTypeItem,
    displayValue: theTextOfTheTypeItem
});

This article on getting started with client side code for Creatio might help https://customerfx.com/article/getting-started-with-writing-code-for-bp…

Ryan

Hello Angel,



It is difficult to give an exact answer, but you can try the following approach.



Try to add a search for similar leads to the process of creating leads from the business process.



You can add conditional flows that will check duplicates in the system under certain conditions and direct the process to the appropriate branch.



Best regards,

Bogdan

Bogdan,

 yes we have planned to use conditional flows to check the lead email Id if it is same merge the records or kept them as it is. Thank you Bogdan