Lead want to save based on company

1

Hello guys

I want to save leads in different naming series.

I connected the lead with API so the lead will get from different companies’ websites automatically saving the contact us, so I want to save the lead based on the company.
I added some custom scripts.

before_save:function(frm)
{
if(frm.doc.company==" Company 1")
{
frm.set_value(“naming_series”,“CF-DXB-.YYYY.-”)
}
else if (frm.doc.company==" Company 2")
{
frm.set_value(“naming_series”,“CF-EKM-.YYYY.-”)
}
},

But it is not working. Please help me with this also I want to change the company field position to above from more information so for that I edit the JSON file (lead.json) and migrate no error found but the poison of company did not change

Please help me to find any solutions

2

Hi @jinsy,

Please check it.

frappe.ui.form.on('Lead', {
     company(frm) {
         if (frm.doc.company == "Company 1") {
             frm.doc.naming_series = "CF-DXB-.YYYY.-";
         }
         else {
             frm.doc.naming_series = "CF-EKM-.YYYY.-";
         }
    	}
});

Thank You!

3

Thanks for the quick response :slightly_smiling_face: but it is not working

4

Please try to change trigger then check.

Or

First check to when manually create lead then it’s work or not?

Thanks.

5

Sorry for that.

In my side only work before_save trigger so you can use before_save then check it.

before_save(frm){

Thanks.

6

I did it manually it is working but when leads come from the website it saves in one naming series

7

use server script for same

8

Hello
I’m new to this field, can you please explain how to apply the server script