Hi.
Im trying to setup a way to Convert a Lead to Custom Entity using the Convert button feature.
I get as far as getting the Clients entity to show up on the list to convert to but when I hit convert the record does not post to the Clients entity. (see image below)
Can you help me figure out what is missing?
So far I have done the following.
I added the following to custom/Espo/Custom/Resources/metadata/entityDefs/Lead.json
Then I added a detailConvert.json file to custom/Espo/Custom/Resources/layouts/Clients/detailConvert.json
Im trying to setup a way to Convert a Lead to Custom Entity using the Convert button feature.
I get as far as getting the Clients entity to show up on the list to convert to but when I hit convert the record does not post to the Clients entity. (see image below)
Can you help me figure out what is missing?
So far I have done the following.
I added the following to custom/Espo/Custom/Resources/metadata/entityDefs/Lead.json
Code:
"convertEntityList": [
"Account",
"Contact",
"Opportunity",
"Clients"
],
"convertFields": {
"Contact": [],
"Account": {
"name": "accountName",
"billingAddressStreet": "addressStreet",
"billingAddressCity": "addressCity",
"billingAddressState": "addressState",
"billingAddressPostalCode": "addressPostalCode",
"billingAddressCountry": "addressCountry"
},
"Opportunity": {
"amount": "opportunityAmount",
"leadSource": "source"
},
"Clients": {
"name": "name"
}
},
Code:
[
{
"label": "Overview",
"rows": [
[
{
"name": "firstName"
},
{
"name": "lastName"
},
{
"name": "outcome"
}
],
[
{
"name": "emailAddress"
},
{
"name": "phoneNumber"
}
],
[
{
"name": "address"
},
false
]
]
}
]

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