Convert Opportunity to Case

Collapse
X
 
  • Time
  • Show
Clear All
new posts
  • LukasShultz
    Junior Member
    • Jun 2021
    • 7

    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
  • esforim
    Active Community Member
    • Jan 2020
    • 2204

    #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).

    Comment

    Working...