Convert Page

[Ryan_WHR]

I am looking for the lead convert layout page code. I need to completely remove 2 options so they are not visible in the layout

Could someone point me in the right direction i am trying to find the code to edit "preferably in a custom upgrade safe way"

[tanya]

Hi.
You can do it even in Layout Manager
Account, Contact and Opportunity have "Convert Lead" view.
for example - {pathToEspo}/#Admin/layouts/scope=Contact&type=detailConvert

[Ryan_WHR]

Thank you i understand i can edit the details of the layout but i can not remove a option altogether so i just need to remove the code. Could you point me to the right area of code

[tanya]

if I understand you well, create (look for) a file custom/Espo/Custom/Resources/metadata/entityDefs/Lead.json and leave what you need from this (got from application/Espo/Modules/Crm/Resources/metadata/entityDefs/Lead.json)

"convertEntityList": [
        "Account",
        "Contact",
        "Opportunity"
    ],
    "convertFields": {
        "Contact": {
        },
        "Account": {
            "name": "accountName",
            "billingAddressStreet": "addressStreet",
            "billingAddressCity": "addressCity",
            "billingAddressState": "addressState",
            "billingAddressPostalCode": "addressPostalCode",
            "billingAddressCountry": "addressCountry"
        },
        "Opportunity": {
            "amount": "opportunityAmount",
            "leadSource": "source"
        }
    },

[theBuzzyCoder]

Hi tanya ,

This is what i have now,


espocrm/custom/Espo/Custom/Resources/metadata/entityDefs/Lead.json

{
    "convertEntityList": [
        "Contact",
        "Opportunity"
    ],
    "convertFields": {
        "Contact": {
        },
        "Opportunity": {
            "amount": "opportunityAmount",
            "leadSource": "source"
        }
    }
}

It is still giving me this



I just want contact and opportunity checkbox to show up.

I have also cleared the local cache

[tanya]

Did you rebuild EspoCRM and refresh the page?

[theBuzzyCoder]

tanya

Yes, I did.

php -f clear_cache.php
php -f rebuild.php
log out
login
convert

in that order

[tanya]

You can do it in Administration panel as well. I'he just tested your code and get correct result

[theBuzzyCoder]

Hi tanya ,

Can you please tell me how to do it in administration panel

[tanya]

In menu (if you are an Administrator), you can find Administration item. In Administration in the section System you can Rebuild the system (the last item)

[tanya]

espocrm/custom/Espo/Custom/Resources/metadata/entityDefs/Lead.json
Did you share all the content? (this, you shared is valid and works for me good)
Do you run php command as server (apache) user?
Is espocrm/custom/Espo/Custom/Resources/metadata/entityDefs/Lead.json readable for server user?

[theBuzzyCoder]

Hi tanya ,

I had to do clear cache in Administration panel rather than in clear local cache. It started working now.

Thank you for the quick responses.

[jaltz09]

Hi tanya ,

There's no Lead.json file on my end. Also... I've tried creating the file and embed the code...
it's not working on my end... Is this for PRO package?

[tanya]

No, it's basic EspoCRM. If you don't have the file in custom folder, you can create it.
Is created file valid? Did you clear the cache in Administration?

[khopper]

Is it possible to copy 2 fields into 1 field "firstName" & "lastName" of Entity LEAD when converting to an Opportunity field "customerName"?
in file: custom/Espo/Custom/Resources/metadata/entityDefs/Lead.json

    "convertFields": {
        "Contact": [],
        "Opportunity": {
            "amount": "opportunityAmount",
            "leadSource": "source",
            "name": "accountName"        
        }

Something like this maybe?

    "convertFields": {
        "Contact": [],
        "Opportunity": {
            "amount": "opportunityAmount",
            "leadSource": "source",
            "name": "accountName",
            "customerName": "firstName" & " " & "lastName"
    }

[khopper]

I have also tried this without success doing a concat

"customerName": "firstName.concat(' ',lastName)"