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Patch(
'CRM Leads',
SelectedLead,
{
'Funnel Stage': DropdownFunnelStage.Selected,
Status: DropdownStatus.Selected,
'Last Activity Date': Now(),
'Reason for Loss': If(ShowLostFields, DropdownLostReason.Selected, Blank()),
'Loss Date': If(ShowLostFields, DatePickerLost.SelectedDate, Blank()),
'Waiting List Reason': If(ShowWaitingFields, DropdownWaitingReason.Selected, Blank()),
'Waiting List Date': If(ShowWaitingFields, DatePickerWaiting.SelectedDate, Blank())
}
);
If(
!IsBlank(DropdownFunnelStage.Selected),
Patch(
'CRM Leads Activities',
Defaults('CRM Leads Activities'),
{
LeadID: SelectedLead,
'Activity Type': DropdownFunnelStage.Selected,
'Sub-Stage': Switch(
DropdownFunnelStage.Selected.Value,
"Follow Up", DropdownFollowUp.Selected,
"Tour", DropdownTour.Selected,
"Assessment", DropdownAssessment.Selected,
"Admission", DropdownAdmission.Selected,
Blank()
),
'Activity Date': Switch(
DropdownFunnelStage.Selected.Value,
"Follow Up", DatePickerFollowUp.SelectedDate,
"Tour", DatePickerTour.SelectedDate,
"Assessment", DatePickerAssessment.SelectedDate,
"Admission", DatePickerAdmission.SelectedDate,
Blank()
),
Notes: Switch(
DropdownFunnelStage.Selected.Value,
"Follow Up", TextNotesFollowUp.Text,
"Tour", TextNotesTour.Text,
"Assessment", TextNotesAssessment.Text,
"Admission", TextNotesAdmission.Text,
Blank()
)
}
)
);
Set(SelectedLead, LookUp('CRM Leads', LeadID = SelectedLead.LeadID));
Set(ShowLostFields, false);
Set(ShowWaitingFields, false);
Notify("Lead updated successfully", NotificationType.Success)
// Update CRM Leads table
Patch(
'CRM Leads',
SelectedLead,
{
'Funnel Stage': DropdownFunnelStage.Selected.Value,
Status: DropdownStatus.Selected.Value,
'Last Activity Date': Now(),
'Reason for Loss': If(ShowLostFields, DropdownLostReason.Selected.Value, Blank()),
'Loss Date': If(ShowLostFields, DatePickerLost.SelectedDate, Blank()),
'Waiting List Reason': If(ShowWaitingFields, DropdownWaitingReason.Selected.Value, Blank()),
'Waiting List Date': If(ShowWaitingFields, DatePickerWaiting.SelectedDate, Blank())
}
);
// Create CRM Leads Activities record
If(
!IsBlank(DropdownFunnelStage.Selected.Value),
Patch(
'CRM Leads Activities',
Defaults('CRM Leads Activities'),
{
LeadID: SelectedLead,
'Activity Type': DropdownFunnelStage.Selected.Value,
'Sub-Stage': Switch(
DropdownFunnelStage.Selected.Value,
"Follow Up", DropdownFollowUp.Selected,
"Tour", DropdownTour.Selected,
"Assessment", DropdownAssessment.Selected,
"Admission", DropdownAdmission.Selected,
Blank()
),
'Activity Date': Switch(
DropdownFunnelStage.Selected.Value,
"Follow Up", DatePickerFollowUp.SelectedDate,
"Tour", DatePickerTour.SelectedDate,
"Assessment", DatePickerAssessment.SelectedDate,
"Admission", DatePickerAdmission.SelectedDate,
Blank()
),
Notes: Switch(
DropdownFunnelStage.Selected.Value,
"Follow Up", TextNotesFollowUp.Text,
"Tour", TextNotesTour.Text,
"Assessment", TextNotesAssessment.Text,
"Admission", TextNotesAdmission.Text,
Blank()
)
}
)
);
// Refresh gallery and reset form
Set(SelectedLead, LookUp('CRM Leads', LeadID = SelectedLead.LeadID));
Set(ShowLostFields, false);
Set(ShowWaitingFields, false);
Notify("Lead updated successfully", NotificationType.Success)
WarrenBelz
791
Most Valuable Professional
MS.Ragavendar
410
mmbr1606
275
Super User 2025 Season 1