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How To Automatically Change the Task Owner When the Lead Owner Changes?

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You can automatically change the task owner when you change the lead owner for a lead or set of leads. This feature isn’t available on your account by default. Contact us at support@leadsquared.com to enable it.

Note: The task owner must be the same as the lead owner before the lead owner is changed. If the task owner and lead owner are different prior to changing the lead owner, the feature may not work as expected.

How to Add Buttons to a Dynamic Form

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1. Feature Overview

This article will help you add Buttons to your Dynamic Form.

 

2. Prerequisites

  • To create a Dynamic Form, refer to How to Create a Form.
  • The Button Special Field can be rendered only in NextGen and LeadSquared Mobile Application.

 

3. Use Case

Buttons on a Dynamic Form can be used to validate PAN/Aadhar cards, apply coupon codes, make payments, etc.

pan verification through button field on forms

 

4. Add a Button Field

  1. On the Form Designer, click on the Special Fields drop-down and add a Button field to your form.
  2. Now, you can edit its field properties –
    • Button Name – Enter the button’s field name.
    • Button Text – Enter the display name for the button.
    • Success Message – Enter a message to display on successful response.
    • Error Message – Enter a message to display on failure.
    • Hide by default – You can choose to hide the button during form load and can be made visible again through form rules.

Note: 

  • A maximum of 2 Buttons can only be used per Form. To increase the number of buttons, reach out to support@leadsquared.com.
  • Success and Error messages support personalization tags like {{Lead.FirstName}} and can be up to 150 characters.
  • A button will remain in the Success state till the conditions (if any) associated with the ‘Button on Click’ condition are re-satisfied.
  • A button will remain in a Failure state after 3 failure attempts.
  • Save Button in Form will be disabled while the Actions in Button on Click Rule are executing.

add button to form

 

5. Configure Button Rules

For example, the button field can be used to verify a customer’s PAN Number. Through Form rules, you can set up conditions to show the button when the PAN field has data, and on clicking the button, a Lapp is called to validate this data. The validation response can then be posted on a field in the form.

special field button pan validation rules

 

Any Questions?

We’d love to answer your questions or hear your own unique use cases. Feel free to share your experiences in the comments section below.