How to Make Lead Convert Button Dynamic Based on Status?

[Juantreses]

Goal: Show the Lead convert button only when the lead status is a certain status

What I've Tried:
I want to control when the convert button appears on Lead detail pages. Specifically, I only want it visible when the lead status is 'converted' (which in my flow means the lead attended a meeting where they where converted and conversion still has to be done in Espo)

I created a custom Lead detail view at client/custom/src/views/lead/detail.js:

define('custom:views/lead/detail', ['views/detail'], function (Dep) {
    return Dep.extend({
        setup: function () {
            Dep.prototype.setup.call(this);
            this.controlConvertButton();
            
            this.listenTo(this.model, 'change:status', () => {
                this.controlConvertButton();
            });
        },
        
        controlConvertButton: function () {
            const shouldShowConvert = this.shouldShowConvertButton();
            
            if (shouldShowConvert) {
                this.showHeaderActionItem('convert');
            } else {
                this.hideHeaderActionItem('convert');
            }
        },
        
        shouldShowConvertButton: function () {
            const status = this.model.get('status');
            return status === 'converted';
        },
        
        afterRender: function () {
            Dep.prototype.afterRender.call(this);
            this.controlConvertButton();
        }
    });
});​

And updated custom/Espo/Custom/Resources/metadata/clientDefs/Lead.json:

{
    "views": {
        "detail": "custom:views/lead/detail"
    }
}​

Problem


The convert button disappears entirely from the DOM when I use the custom view. Without the custom view, the convert button is present and works normally.

Console logs show the logic is working correctly:

• Status detection works: "converted"
• Condition evaluation works: true
• showHeaderActionItem('convert') is called

But showHeaderActionItem and hideHeaderActionItem don't seem to exist or work as expected.

Questions

1. What's the correct way to dynamically show/hide the convert button?
2. Should I extend a different base view? I noticed I'm extending views/detail but maybe there's a Lead-specific detail view I should extend instead (like crm:views/lead/detail)?
3. Is there an isConvertable function or configuration option that controls when leads can be converted? I'd prefer to use the built-in mechanism if one exists.
4. Why does creating a custom detail view remove the convert button from the DOM entirely?

Additional Attempts
I also noticed there might be an isConvertable method in EspoCRM. Has anyone tried overriding this method to control convert button visibility? Something like:

define('custom:views/lead/detail', ['crm:views/lead/detail'], function (Dep) {
    return Dep.extend({
        isConvertable: function () {
            const status = this.model.get('status');
            return status === 'converted';
        }
    });
});​

Or is there a backend/metadata approach to define when leads are convertable?

Any help would be appreciated! I'm particularly interested in the "proper" EspoCRM way to achieve this functionality.

---

Additional Context:

• The convert button works fine without customization
• User has proper convert permissions
• Lead conversion is enabled in Entity Manager
• This is for leads that should only be convertible after reaching a certain status in our workflow

[Juantreses]

I tried my alternative code and this worked:

define('custom:views/lead/detail', ['crm:views/lead/detail'], function (Dep) {
return Dep.extend({
isConvertable: function () {
const status = this.model.get('status');
return status === 'converted';
}
});
});​​

Might be interesting to include this in the docs.

[rabii]

you don't need to change anything in the code espocrm already allow you to add status to exclude the convert button go to Adminitsration > entity manager > lead > fields > status > you will find (Not Actual Options) you can choose status there that will exclude the convert button.

[Juantreses]

thanks for the response rabii. This works indeed. This was not what I expected this field to do