I’ve been reading docs and toying around all day trying to get some customs fields in the convert leads layout. I’ve achieved some moderate success so far in modifying the metadata located at: custom/modules/Leads/metadata/convertdefs.php simply by adding:
array(
‘fieldname1’,
‘fieldname2’
)
and then rebuilding vardefs through the admin > repair dialog.
The problem is when I try to add a relate field. It doesn’t show up.
For related fields, the best I’ve gotten is,
array(
‘relatedcrop_c’ =>
array(
‘name’=>‘relatedcrop_c’, ‘displayParams’=>array(‘size’=>90),
‘link’ => ‘farm_Crops’,
‘label’ => ‘Crop’,
‘rname’ => ‘name’,
‘id_name’ => ‘Crops_id’,
‘type’ => ‘relate’,
‘customCode’ => ‘{html_options name=“Opportunityrelatedcrop_c” options=$fields.relatedcrop_c.options selected=$fields.relatedcrop_c.value}’
),
To show a field in the layout, but it doesn’t populate. Somehow I think I’m invoking something incorrectly or don’t understand the data structure.
Does anyone have any guidance?
Thanks in advance.
EDIT: It might also be worth mentioning that my relate field is a custom module.
And that I would also be satisfied if there was a way to convert text fields to relate fields in workflows, as a workaround for converting leads automatically instead of manually.