How to enable "Convert" functionality between custom entities?

[Jean Daste]

Hi everyone!

I’m working with two custom entities in EspoCRM:

• CAnaliseCurriculo (Curriculum Analysis)
• CFluxoDeCadastro (Registration Flow)

I’d like to configure a “Convert” button or function that allows a user to convert a record from CAnaliseCurriculo into CFluxoDeCadastro, just like the native Lead → Opportunity conversion process.

This would be very useful to streamline our internal workflow, by transferring data between entities and avoiding manual duplication of records. My questions are:

1. Is there a native way to enable this "Convert" function between two custom entities?
2. If not, is it possible to configure it through metadata or custom extensions?
3. Could someone from the community or team share an example or screenshot of how this works in the default Lead > Opportunity case?
4. Are there any gotchas I should be aware of (like permission configs, layout changes, etc.)?

Thanks in advance! 😊

[yuri]

Hi Jean,

I suggest considering utilizing a Workflow with the manual trigger. It allows to have a custom button on the detail view. The workflow will create another Record and copy fields from the current Record. It's possible to achieve without coding.

Regarding replicating the same Convert form. It's quite a complex task and not possible without programming. I'd recommend to prefer the Workflow approach.