How to populate fields in Contacts and Opportunities during Lead Conversion?

Hello All,

I am customizing SugarCRM 7.2.0. I have requirement while convert the Lead. Need to fill some dropdown fields on the Contacts and Opportunities. Has anybody try out this thing for Lead Convert ?

Thanks.
Parents Reply
  • I found the answer here: https://community.sugarcrm.com/thread/18276:

    Copy convert-main.php from ../modules/Leads/clients/base/layouts/convert-main/convert-main/ * to /custom/modules/Leads/clients/base/layouts/convert-main/convert-main/.

    Edit the fieldMapping array of the record type you want to populate.  In my case, I created a custom module called Broker which I then related to Leads and Opportunities.  I wanted the Relationship Field on the Opportunity Convert section to auto-populate.  So this is what my fieldMapping array looked like:

    'fieldMapping' =>
    array(
    'name' => 'opportunity_name',
    'phone_work' => 'phone_office',
    'tai_broker_opportunities_1_name' => 'tai_broker_leads_1_name',
    'tai_broker_opportunities_1tai_broker_ida' => 'tai_broker_leads_1tai_broker_ida'
    ),

    I found the name and ida field names in the vardefs.ext.php of the Lead and Opportunities modules: ../custom/modules/MODULE/Ext/Vardefs/
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