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Convert Opportunity to Case

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  • Convert Opportunity to Case

    Hello,
    is possible to Conver Opportunity to Case? What to do to see Convert button?
    I add to custom/Espo/Custom/Resources/metadata/entityDefs/Opportunity.json:
    PHP Code:
    {
        
    "convertEntityList": [
            
    "Case"
        
    ],
        
    "convertFields": {
            
    "Case": {
            }
          }
        } 
    What i should to do?
    Thank in advance,
    Lukas

  • #2
    It is certainly is possible, not very easy though but at least I can see you tried some code.

    You can probably have a look at Leads convert to Contact button to see if it something you can use.

    Unfortunately I don't remember any other members talk about doing something like this (with a solution).

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