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#1922 - Lead Convert Issue
We are using the Security Suite module and currently facing this problem
We have Strict rights, User Role Precedence , Use Creator Group Select and Inherit from Created By User checked .
User Mark belongs to multiple groups ( Say A,B, C) and has group access. Group A is the primary group of Mark and group C is non inheritable. Group B has inheritable and non primary. A lead is created with Security Group C. when the lead is converted to contact and account both Group A and Group B are assigned to the Account and Contact.
But I am expecting that when a lead is converted the contact and account should have the same group as lead.
Please suggest me on how to handle this scenario.
Thanks and Regards, Jeffray
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kacsoristvan- damien8105
- anri
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- Stefano1
- einkauf2
8 years ago
Hi Jeffray,
If A and B are assigned to the Account/Contact after the conversion that is due to the Inherit from Created By User being checked. Is Group C also inherited? If so, that is because it is inheriting C from the lead. I can see how that may not be wanted, but because Mark is being assigned to the new Account/Contact both A and B will be added to those records. If that is not desired my recommendation would be to add a logic hook to remove A and B after a lead conversion. This would require custom code which will be challenging unless you have a developer. It would require an after_relationship_add hook that fires after SecuritySuite adds those groups and it would need to detect via the request if this is a lead conversion.
Hopefully this helps to shed some light on that and gives some ideas on how to work around that.
-Jason
8 years ago
Hi Jason,
Thanks for the instant Clarification. Appreciate your support.
Thanks Jeff
8 years ago
Glad to help with that! I'll close this case out, but feel free to follow up here as needed. I see your other case and will answer that shortly.