I have created a one-to-many relationship between Project and Lead records. (called 'project_leads_1' in Studio)
I would like it so that when a new Lead record is created that meets certain criteria (last name = '@Incoming Email Sales Lead'), the Lead record is linked to a specific Project Record ('Incoming Email Sales' Project).
However, it's not working. What am I missing?
I'm using 'before_save' logic hook on the Leads module
.....
$rel_name = 'project_leads_1'; // name of the relationship in Studio
$incoming_sales_leads_proj = [hard coded ID];
$incoming_service_leads_proj = [hard coded ID];
if($bean->last_name == '@Incoming Email Sales Lead')
{
$bean->load_relationship($rel_name);
$bean->$rel_name->add($incoming_sales_leads_proj);
}
else if($bean->last_name == '@Incoming Email Service Lead')
{
$bean->load_relationship($rel_name);
$bean->$rel_name->add($incoming_service_leads_proj);
}
......
Sugar 13.0