How can i add field in Convert lead module?

namitkakusuitecrm · 11 January 2020 04:42

Hello all
First of all thank you all for helping me. Problem is when i am converting any lead to accounts then i want address fields at time of converting unfortunately its not showing in Convert Accounts but in Convert Contacts.
I am taking address as an input in (Lead Module) so that it should go as it is in Accounts Module at time of converting. Hope the scenario is clear. Please guide.

I tried using modules/Leads/metadata/convertdefs.php but what i am seeing is only labels not text boxes why ?

pgr · 11 January 2020 10:59

Those convertdefs only define the fields shown on the “convert lead” screen.

Have a look at this other file:

github.com

pgorod/SuiteCRM/blob/master/modules/Leads/views/view.convertlead.php#L499


            $bean->account_name = $beans['Accounts']->name;
        } elseif (!empty($selects['Accounts'])) {
            $bean->account_id = $selects['Accounts'];
        }
    }


    //create meetings-users relationship
    if ($bean->object_name == "Meeting") {
        $bean = $this->setMeetingsUsersRelationship($bean);
    }
    $this->copyAddressFields($bean, $beans['Contacts']);


    $bean->save();
    //if campaign id exists then there should be an entry in campaign_log table for the newly created contact: bug 44522
    if (isset($lead->campaign_id) && $lead->campaign_id != null && $bean->object_name == "Contact") {
        campaign_log_lead_or_contact_entry($lead->campaign_id, $lead, $beans['Contacts'], 'contact');
    }
}
if (!empty($lead)) {	//Mark the original Lead converted
    $lead->status = "Converted";
    $lead->converted = '1';

That big handleSave function, leading up to the copyAddressFields call, is where you need to make your changes.

They won’t be upgrade-safe if you just create a copy of this file in custom dir, it won’t work in this case. The only way to make this upgrade-safe would be to actually use the Extension mechanism to declare a new method in the class, overriding this one.

namitkakusuitecrm · 11 January 2020 11:14

oh okay okay let me think more about it