Find a way to Automatically assign a lead to the admin/user as soon as it arrives

[stummala]

Currently, when we receive a new lead from our website, it enters Sugar into the leads module but it isn’t getting assigned to any specific User. Yes, it is part of the Global team lead pool, but not assigned to any User WITHIN the Global team. When you edit the new lead and assign it to a User…like the admin, only THEN does it show up in the “My Leads” table; because that lead is now assigned to a user.



SO…we need to find a way to Automatically assign a lead to the admin/user as soon as it arrives.


Any help would be greatly appreciated! Thanks.

[eggsurplus]

You should be able to pass assigned_user_id from your form. Just set that value to the person you want to assign it to (like the admin user id which is normally 1).

[ivolator]

You'll need to write a logic_hook.
In your logic hook check if the
lead is new/old and based on this assign it to the preferred user.
I am sure you can find bunch of examples on the forums how to write a logic hooks.
The easier way would be to use work flows (not sure what is your version of sugar).
This is more stuff for people that are managing the system rather than doing development on it....

I hope this helps.

[stummala]

Thanks for the replies! Please elaborate about passing the assigned_user_id from the form? How do I manipulate this info? Is it a backend PHP mod or something from within the Sugar panel?

We are using SugarCRM Enterprise Edition 5.1 with an Oracle datalink

- Satish

[ivolator]

Yes you have to write code to access the assigned_user_id . It is a property of an object.
In the Enterprise version you should have workflows. Use them if possible.
Otherwise it is pretty easy to write code for the hooks.
I am sure if your company has Enterprise Edition they probably have on-site developers to do this job.

[stummala]

Ok. Now where is this line of code located? I'm assuming in the "Leads" folder? There is a file named, "Capture.php" Is this the only place where I have to insert/modify the code for automatic assignment?

Please advise.

[ivolator]

Please read this wiki entry
http://www.sugarcrm.com/wiki/index.p...le=Logic_Hooks
to get an idea what a logic hook is.
The try building the logic hook for 'after_save' or 'before_save' event.
The trick you need to do in your logic hook is to figure out if this is a new or old lead that is being saved.
To figure this out you do

 //may be there are other ways of knowing this ... that's just me
$is_this_my_new_object = new YourBean();
if($is_this_my_new_object ->retreive($bean->id)){
    //THIS IS NOT A NEWLY CREATED OBJECT
    //It is existing one that is being updated
     return ;
}else{
  // so do your stuff here for the new one like set the properties of it as you wish
  $bean->PROPERTY = 'STUFF'
  return ;
} 
  

You can edit directly core files, but this is a hack rather than a solution.
Depends on your coding ethics ...
Usually outsourcing teams do not care and hack away as much as possible.
Pick your side

If you really want to know how it works I urge you to look into this very simple file include/utils/LogicHook.php.
This will open your eyes (regarding logic hooks that is)
Good luck!