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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