{"id":4137,"date":"2013-06-10T09:12:37","date_gmt":"2013-06-10T09:12:37","guid":{"rendered":"http:\/\/www.greytrix.com\/blogs\/sagecrm\/?p=4137"},"modified":"2013-06-10T09:12:37","modified_gmt":"2013-06-10T09:12:37","slug":"trick-to-set-workflow-for-opportunities-converted-from-lead","status":"publish","type":"post","link":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2013\/06\/10\/trick-to-set-workflow-for-opportunities-converted-from-lead\/","title":{"rendered":"Trick to set workflow for Opportunities converted from Lead"},"content":{"rendered":"

A Lead can be converted to an Opportunity by \u201cConvert to Opportunity\u201d<\/strong> button available on the lead summary screen.\u00a0 We can also add the same in workflow using Create opportunity workflow action; however when we convert a lead to an opportunity workflow is not set. Surprisingly Opportunity table level script also is not fired when we are generating the same from the Lead.
\n\"\"<\/a>
\nWe had to apply a trick to nullify this behavior and enable Opportunity workflow. As you know that if Workflow is enabled and workflow id is not generated for any entity we see the \u201cAccept<\/strong>\u201d button to enable the workflow.
\n\"\"<\/a>
\nClicking Accept<\/strong> button enables the workflow for the opportunity however we needed to put it directly into the workflow cycle rather than going through the Accept button.
\n\u00a0Below is the script that we had written for clicking on the Accept button automatically and progress the workflow to next stage.
\n\u00a0\/\/Function to Progress lead and opportunity workflow<\/span>
\nfunction OpportunityWorkflow()<\/span>
\n{<\/span>
\n\/\/’if accept button is visible the click it<\/span>
\nvar WfButtons = getElementsByClassName(“WFBUTTON”);<\/span>
\nif(WfButtons)<\/span>
\n{<\/span>
\nfor(i=0;i<=WfButtons.length-1;i++)<\/span>
\n{<\/span>
\nvar aButton = new String(WfButtons[i].innerText);<\/span>
\nif(aButton.toLowerCase()==”accept”)<\/span>
\n{<\/span>
\nWfButtons[i].click();<\/span>
\n}<\/span>
\n}<\/span>
\n}<\/span>
\n}<\/span>
\n\u00a0<\/span>
\n\/\/’Find document elements using class name<\/span>
\nfunction getElementsByClassName(sClass)<\/span>
\n{<\/span>
\nvar retnode = [];<\/span>
\nvar elem = document.getElementsByTagName(‘*’);<\/span>
\nfor (var i = 0; i < elem.length; i++)<\/span>
\n{<\/span>
\nvar classes = elem[i].className;<\/span>
\nif (sClass == classes)<\/span>
\nretnode.push(elem[i]);<\/span>
\n}<\/span>
\nreturn retnode;<\/span>
\n}<\/span><\/p>\n","protected":false},"excerpt":{"rendered":"

A Lead can be converted to an Opportunity by \u201cConvert to Opportunity\u201d button available on the lead summary screen.\u00a0 We can also add the same in workflow using Create opportunity workflow action; however when we convert a lead to an opportunity workflow is not set. Surprisingly Opportunity table level script also is not fired when\u2026 Read More »<\/a><\/span><\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[46,79,210,269,332,351,438],"tags":[],"class_list":["post-4137","post","type-post","status-publish","format-standard","hentry","category-button-sage-crm","category-convert-to-opportunity","category-lead","category-opportunity-sage-crm","category-sage-crm","category-screen-sage-crm","category-worklfow"],"yoast_head":"\nTrick to set workflow for Opportunities converted from Lead - Sage CRM \u2013 Tips, Tricks and Components<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2013\/06\/10\/trick-to-set-workflow-for-opportunities-converted-from-lead\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Trick to set workflow for Opportunities converted from Lead - Sage CRM \u2013 Tips, Tricks and Components\" \/>\n<meta property=\"og:description\" content=\"A Lead can be converted to an Opportunity by \u201cConvert to Opportunity\u201d button available on the lead summary screen.\u00a0 We can also add the same in workflow using Create opportunity workflow action; however when we convert a lead to an opportunity workflow is not set. Surprisingly Opportunity table level script also is not fired when\u2026 Read More »\" \/>\n<meta property=\"og:url\" content=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2013\/06\/10\/trick-to-set-workflow-for-opportunities-converted-from-lead\/\" \/>\n<meta property=\"og:site_name\" content=\"Sage CRM \u2013 Tips, Tricks and Components\" \/>\n<meta property=\"article:published_time\" content=\"2013-06-10T09:12:37+00:00\" \/>\n<meta property=\"og:image\" content=\"http:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2013\/06\/Image-1.jpg\" \/>\n<meta name=\"author\" content=\"greysagecrm\" \/>\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\n<meta name=\"twitter:label1\" content=\"Written by\" \/>\n\t<meta name=\"twitter:data1\" content=\"greysagecrm\" \/>\n\t<meta name=\"twitter:label2\" content=\"Est. reading time\" \/>\n\t<meta name=\"twitter:data2\" content=\"1 minute\" \/>\n<script type=\"application\/ld+json\" class=\"yoast-schema-graph\">{\"@context\":\"https:\/\/schema.org\",\"@graph\":[{\"@type\":\"WebPage\",\"@id\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2013\/06\/10\/trick-to-set-workflow-for-opportunities-converted-from-lead\/\",\"url\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2013\/06\/10\/trick-to-set-workflow-for-opportunities-converted-from-lead\/\",\"name\":\"Trick to set workflow for Opportunities converted from Lead - Sage CRM \u2013 Tips, Tricks and Components\",\"isPartOf\":{\"@id\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/#website\"},\"primaryImageOfPage\":{\"@id\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2013\/06\/10\/trick-to-set-workflow-for-opportunities-converted-from-lead\/#primaryimage\"},\"image\":{\"@id\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2013\/06\/10\/trick-to-set-workflow-for-opportunities-converted-from-lead\/#primaryimage\"},\"thumbnailUrl\":\"http:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2013\/06\/Image-1.jpg\",\"datePublished\":\"2013-06-10T09:12:37+00:00\",\"author\":{\"@id\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/#\/schema\/person\/e7ff1c8f4763b47730d6bc5e74d59c1f\"},\"breadcrumb\":{\"@id\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2013\/06\/10\/trick-to-set-workflow-for-opportunities-converted-from-lead\/#breadcrumb\"},\"inLanguage\":\"en-US\",\"potentialAction\":[{\"@type\":\"ReadAction\",\"target\":[\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2013\/06\/10\/trick-to-set-workflow-for-opportunities-converted-from-lead\/\"]}]},{\"@type\":\"ImageObject\",\"inLanguage\":\"en-US\",\"@id\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2013\/06\/10\/trick-to-set-workflow-for-opportunities-converted-from-lead\/#primaryimage\",\"url\":\"http:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2013\/06\/Image-1.jpg\",\"contentUrl\":\"http:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2013\/06\/Image-1.jpg\"},{\"@type\":\"BreadcrumbList\",\"@id\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2013\/06\/10\/trick-to-set-workflow-for-opportunities-converted-from-lead\/#breadcrumb\",\"itemListElement\":[{\"@type\":\"ListItem\",\"position\":1,\"name\":\"Home\",\"item\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/\"},{\"@type\":\"ListItem\",\"position\":2,\"name\":\"Trick to set workflow for Opportunities converted from Lead\"}]},{\"@type\":\"WebSite\",\"@id\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/#website\",\"url\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/\",\"name\":\"Sage CRM \u2013 Tips, Tricks and Components\",\"description\":\"Explore the possibilities with Sage CRM insights through our comprehensive blogs. 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