I have added a custom field to module “Quotes”.
In DetailView of one quote record, I want to use the “Action” button with command “Create contract” to create a new record in module “Contracts”.
This works mostly fine: All appropriate default field contents are propagated to the new Contract record. Except my custom field.
What can I do to propagate the custom field content?
I thought it would work if the custom fields in both modules have the same name and properties.
System is SuiteCRM 7.8.4 with the German translation by diligent. It does, however, make no difference which language is used, the problems happens with both languages.
What am I doing wrong? Needless to say, any advice would be appreciated!
The conversion code from Quotes to Contracts is written down at modules/AOS_Quotes/createContract.php
You will have to specify your custom fields inside the code. Look for the comment “//Setting Contract Values” inside the file to get some idea on how to proceed with it.
Ah, now I understand things better and know what to do - many thanks for taking the time to explain!
I have one follow-up question, though:
At the first glance, it seems to me as if this modification is not upgrade-safe. Is that correct?
Sorry for the delay as I was caught up in some other work. You can copy the file to custom/modules/AOS_Quotes and then make your changes.
What you are doing is creating an “Action” for SuiteCRM to point to. As such, it first checks for the action in custom directory so it will be upgrade safe.
Many thanks for your advice! Your input helped me to understand SuiteCRMs inner workings better.