Convert Lead to Account with the same name

[Riad]

How to Convert Lead to Account with the same name. So the name of Account will be the same of the Lead. Thank you

[victor]

Hi Riad,

You can use Workflow:

[Riad]

Thank you. But I don't have Workflow

[victor]

If when creating a Lead, you usually fill in firstName, then you can add the following code to /custom/Espo/Custom/Resources/metadata/entityDefs/Lead.json:

"convertFields": {
        "Account": {
            "name": "firstName"
        }
    }

If when creating a Lead, you usually fill in lastName, then you can add the following code to /custom/Espo/Custom/Resources/metadata/entityDefs/Lead.json (screenshot 1):

"convertFields": {
        "Account": {
            "name": "lastName"
        }
    }

- After saving the changes make Rebuild.
- Refresh your Lead page and try converting. Depending on the code option you selected, you will automatically have the firstName or lastName value substituted into the name field of the created Account (screenshot 2).

[Riad]

Thank you so much victor it works well. Can make the "name" equal "firstName" + "lastName" please?

[victor]

Can make the "name" equal "firstName" + "lastName" please?

I have studied this issue and tried to implement it in various ways, but I have not succeeded.
Maybe someone from the community with programming skills will be able to help you eventually.

[Riad]

Thank you Vector, I try this "name" equal "firstName" + "lastName" but have an error 500