Convert Page

[dreginald]

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

Is there a convert from Opportunity to Account?

[ksv]

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

[ksv]

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?

[tarasm]

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

[ksv]

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.

[tarasm]

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

[ksv]

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?

[khopper]

I have also tried this without success doing a concat

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

[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"
    }

[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?

[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?

[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.

[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?

[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)

[theBuzzyCoder]

Hi tanya ,

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