How to delete lead via workflow?

[Squawk1200]

Using workflow, I'd like to delete a record when the STATUS equals "converted".

I've got the condition set, but I don't see the "delete" action.

Any thoughts?


~Bob
SugarCRM super-noobie


edit: Version 6.1.3 (Build 5640)

[air4x]

Here is a hack to do that.

Go through creating an action to update a field. Select "do not call" as the field to be updated and select "Yes" as the new value.
Then finally before saving the action, inspect the text "Set Do Not Call as 'Yes'" using firebug.
Just below it you will find a hidden input field with value as 'do_not_call'. Change the value to 'deleted' and save the action.

The action will be displayed in the workflow as not having any field to be updated. But it will update the value of deleted to 1 when the action is trigerred.

[bill_convis]

Hi Bob,
In our Process Manager product - you can setup a Process when a Lead is modified and Status = 'Converted'. The process task will be type Custom Script and the Custom Script can then actually run a sql statement to delete the lead record, or do pretty much anything you want to do. Both our Community Edition and Pro versions of Process Manager Pro can do this.

Thanks,
Bill Convis
SierraCRM, Inc.
SierraCRM