Lead records have various Status that can be selected, they are important in the process of determining if the Lead record can become a Prospect record. However, there are instances where each Status needs to have a corresponding Custom Form used on the Lead record.
We can create a Workflow that will set the value of the Custom Form based on the Status selected on the Lead record.
1. Navigate to Customization > Workflow > Workflows > New
2. Basic Information:
○ Name: Enter Update Status on Lead Records
○ Record Type: Select Customer
○ Sub Types: Select Lead
○ Execute As Admin: Enter Checkmark
○ Release Status: Select Released
3. Event Definition:
○ On Create: Enter Checkmark
○ On View or Update: Enter Checkmark
○ Trigger Type: Select All
4. Click Save
5. Click State 1
6. Bottom right corner: Click New Action
7. Click Set Field Value
8. Basic Information:
○ Trigger On: Select After Field Edit
○ Triggering Client Fields: Select Status
○ Condition: Click Launcher icon
§ Field:
□ Select Status
Compare Type: Select any of
Selection: Select preferred Status
□ Select Custom Form (Customer)
Compare Type: Select none of
Selection: Select preferred Custom Form
○ Click Save
9. Parameters:
○ Field: Select Custom Form (Customer)
○ Static Value: Select Custom Form
10. Click Save
11. Click State 1
12. Bottom right corner: Click New Action
13. Click Set Field Value
14. Basic Information:
○ Trigger On: Select Before User Edit
○ Condition: Click Launcher icon
§ Field:
□ Select Custom Form (Customer)
Compare Type: Select any of
Selection: Select Custom Form
15. Parameters:
○ Field: Select Status
○ Static Value: Select Status
16. Click Save
Hope this works on your end as well. Let us know about your thoughts!
