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Hi Method,

I'm building a list of Customer Lead and Customer in 1 table but if we click on Go To.. on Customer Lead will show CRM_EditLeads and on Customer will show CRM_ViewCustomer. Does anyone ever done this before? I'm trying to build a conditional statement but I'm confused which action should be applied?

Thank you.

Hi Jonathan,

For this, you will use a couple of conditional statements to check the IsLeadStatusOnly field. Then inside of each, you will go to the appropriate screen, tab link or popup. Your result will look something like:

Start Conditional Statement: Value From Row: IsLeadStatusOnly = YES

Go To Tab Link: Leads>>Edit Lead

End Conditional Statement:

Start Conditional Statement: Value From Row: IsLeadStatusOnly = NO

Go To Tab Link: Customers>> Edit Customer

End Conditional Statement:

I hope this helps.

-Audisho

Hi Audisho,

The result always show cannot find the value IsLeadStatusOnly. Does Value From Row function must have a Value instead of character?

Thank you.

Hi Jonathan,

My apologies, you are correct that this does not work. Try this instead; add the IsLeadStatusOnly field to the grid so that it is accessible as an on screen object. Then edit your conditional statement to use the field on the grid:

Start Conditional Statement: Value From Screen: Contacts:IsLeadStatusOnly = YES

Go To Tab Link: Leads>>Edit Lead

End Conditional Statement:

Start Conditional Statement: Value From Screen: Contacts:IsLeadStatusOnly = NO

Go To Tab Link: Customers>> Edit Customer

End Conditional Statement:

I tested this myself and it works. I hope this helps.

-Audisho

Hi Audisho,

Thank you for the help, but I did a little bit different,

Start Loop

  Go to Leads

  Stop Process

End Loop

Go to Customer

But Both works! Thank you for the inspiration!

Hi Jonathan,

I’m glad to hear that you were able to get this working. I’ll pass on some advice that a member of our professional services recently gave me; don’t use loops if you can avoid it. Loops are extremely inefficient compared to any other query / action. If you can replace a loop with a different action, do it.

I hope this helps.

-Audisho

Hi Audisho,

Thanks for the advice. Yes Loop requires a lot of processing time.

Thanks for the help!