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  • dreginald
    replied
    While converting it is feasible to enable Tick on Contact and Account by default?

    Is there a convert from Opportunity to Account?

    Leave a comment:


  • ksv
    replied
    Tarasm, many thanks. The problem was related to JSON Specification. Everything is working

    Leave a comment:


  • ksv
    replied
    It's VALID (RFC 8259). some other issue. Should i replace the file only this way application/Espo/Modules/Crm/Resources/metadata/entityDefs/Lead.json?

    Leave a comment:


  • tarasm
    replied
    Try to check the content of this file via any online "json validator".

    Leave a comment:


  • ksv
    replied
    Sorry, but i used original file from this custom/Espo/Custom/Resources/metadata/ and deleted that i marked in red, replaced file on this way application/Espo/Modules/Crm/Resources/metadata/entityDefs/Lead.json and rebuild CRM.

    Leave a comment:


  • tarasm
    replied
    It should be a syntax error in this file. For modification such metadata, please use a "custom/Espo/Custom/Resources/metadata/" directory. More details, https://docs.espocrm.com/development...how-its-stored

    Leave a comment:


  • ksv
    replied
    Dear all,

    I do the same. I need to delete opportunity and get error "Error 500: ORM repository 'Lead' does not exist".
    i am modifying the file on this path (application/Espo/Modules/Crm/Resources/metadata/entityDefs/Lead.json) (see attached picture)
    What is the reason of that error?

    Attached Files

    Leave a comment:


  • khopper
    commented on 's reply
    I have also tried this without success doing a concat

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

  • khopper
    replied
    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

    Code:
        "convertFields": {
            "Contact": [],
            "Opportunity": {
                "amount": "opportunityAmount",
                "leadSource": "source",
                "name": "accountName"        
            }
    Something like this maybe?

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

    Leave a comment:


  • tanya
    replied
    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?

    Leave a comment:


  • jaltz09
    replied
    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?

    Leave a comment:


  • theBuzzyCoder
    replied
    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.

    Leave a comment:


  • tanya
    replied
    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?

    Leave a comment:


  • tanya
    replied
    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)

    Leave a comment:


  • theBuzzyCoder
    replied
    Hi tanya ,

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

    Leave a comment:

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