Lead conversion

[Exsto]

Hello,
when I try to convert a lead into a company, the shipping address fields are not filled in automatically.
Do I have to do something in particular?

[Maximus]

Hi,
you can press on to the "Copy Billing" button under the "shipping address" panel, or write a formula that will make auto-copy upon conversion.

[Exsto]

hello Massimo, thanks for answering. In the leads I have already filled in the fields, I don't understand why they are not replicated in the conversion

[Maximus]

When you are converting Lead into Account, it's auto-converting lead.address to account.billingAddress. For some companies the shipping address is not neccessery to be used. That's why it is not filling automatically upon converting.

[Exsto]

Hi, to solve the problem I tried this solution here "custom/Espo/Custom/Resources/metadata/entityDefs"

{
    "convertEntityList": [
        "Account",
        "Contact"
    ],
    "convertFields": {
        "Contact": {
        },
        "Account": {
            "shippingAddressStreet": "indirizzoSpedizioneAddressStreet",
            "shippingAddressCity": "indirizzoSpedizioneAddressCity",
            "shippingAddressState": "indirizzoSpedizioneAddressState",
            "shippingAddressPostalCode": "indirizzoSpedizioneAddressPostalCode",
            "shippingAddressCountry": "indirizzoSpedizioneAddressCountry"
        }
      }
    } 

The relative part of the exclusion of opportunities works well.
However, he continues not to transfer the shipping address.
Maybe it's not the right solution?

[Maximus]

Did you make a rebuild after?

[Exsto]

Hi Maximus,
yes, do you have any other suggestions?

[Maximus]

You can use Formula instead to fill those fields https://github.com/espocrm/documenta...ion/formula.md.