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Customer experience | Sales, Customer Insights,...
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Update of "lastname" on Lead entity doesn't trigger update of Lead's header when using PreCreate plugin step.

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Hi,

If I assign "lastname" a value in a syncronous PreValidateCreate plugin step for Lead, the header text (on the top of the form) are changed when I later visit the record in the CRM web client.

Bit: if I do the same in a syncronous PreCreate plugin step, the header text still shows "New lead" when I later visit the record on web client.

I know I can use Business Rules, Workflows etc to trigger change of header text, but I really want to achieve this by changing "lastname" in pre create plugin step.

Is this possible?

regards,

Marius H. Enerud

I have the same question (0)
  • Miguel Lourenco Profile Picture
    on at

    Hello Marius,

    can you please share the code?

    regards,

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