Copy Field(s) Between Entities

[JRender]

Hi,

Our organization began using the Leads entity several months ago, and I've spent a considerable amount of time creating custom fields and a specific layout within that entity. As a new user, I did not realize that in order to utilize the portal system, the records needed to be in the Contacts entity. I know I can convert the records into that entity and have tested doing so, but the custom fields and all of the data they contain are not brought over to the Contacts entity.

What I would like to know is if there is a way to copy fields between two different entities. Is there any way to do that?

Thanks for your help.

[rabii]

You can just copy all field from (entityDefs/lead.json) to the custom/.../entityDefs/contact (copy fields translation also from custom/.../en_US/Lead.json to custom/.../en_US/Cntact.json and then clear cache and rebuild the system. This is the quickest way to do it.

[JRender]

Thank you for the reply Rabii. Will clearing the cache and rebuilding the system erase the data that has already been entered in though?

[rabii]

No clearing cache and rebuilding will just migrate the new fields into contacts and clear cache. once you have done this then you can use formula to create contacts from lead. Or use workflow (much easier and simpler) - you create a report of all leads you want to migrate to the contacts and then run an action to create a contacts and just map the fields.