Hi there! I have a project ongoing where I am adding leads to a list of recipients. I want to automatically remove recipients from the list when a lead converts to a paying customer.
I can not figure out how to achieve that. Any pointers to how this can be done through a workflow?
Solved! Go to Solution.
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Hi,
Use the recipient list feature of the software.
The 'List update' workflow activity only allows for [over]writing lists so use the 'Update data' activity for deletion:
Thanks,
-Jon
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Hi,
Use the recipient list feature of the software.
The 'List update' workflow activity only allows for [over]writing lists so use the 'Update data' activity for deletion:
Thanks,
-Jon
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Sorry if i'm missing something but when you Delete them from nms:rcpGrpRel how do you specify the list you want to delete them from?
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Hello SorenDahk,
You can try to use the "Unregister" method of nmsGroup object with a JS.
As it is not a static function, you have to load your list and then remove your element with a query (this is not well documented in the JSAPI, I had to do some test) :
var listId = listId; //You have to know your list ID
var recipientId = recipientId //You have to know your recipient (or what you want to delete from list) ID
var myList = NLWS.nmsGroup.load(listId); //Load the list
myList.Unregister(
<listChoice selectAll="false"><key value={recipientId}/><where><condition expr={"@id = " + recipientId}/></where></listChoice>
);//Remove the element from the list (beware, the identifier here is the @ID attribute, but it can be another attribute
)Hope this could help.
Cedric
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Incredibly useful post! I can't believe this isn't outlined in official documentation anywhere.
I just used this as the basis of a script to iterate rows and remove from a given list, which has massively streamlined a business process.