Button or link to convert lead to opportunity from list view

Hi Jeff,

There are probably a few ways you could do this, but here's the way I was able to get it working. First, create a custom TextField (I named mine "Convert Link"). Then, create two logic hooks. Here is my custom/modules/Leads/logic_hooks.php file:

<?php
$hook_version = 1;
$hook_array = Array();
$hook_array['before_save'] = Array();
$hook_array['before_save'][] = Array(1, 'Populate Convert Link', 'custom/modules/Leads/LeadsLogicHooks.php', 'LeadsLogicHooks', 'before_save_method');
$hook_array['process_record'][] = Array(1, 'Format Convert Link', 'custom/modules/Leads/LeadsLogicHooks.php', 'LeadsLogicHooks', 'process_record_method');

And here is my custom/modules/Leads/LeadsLogicHooks.php file:

<?php
if (!defined('sugarEntry') || !sugarEntry) die('Not A Valid Entry Point');

class LeadsLogicHooks
{
    function before_save_method($bean, $event, $arguments)
    {
        if(empty($bean->convert_link_c)) {
            // Replace {site_url} with the actual URL to your Sugar instance
            $bean->convert_link_c = 'http://{site_url}/index.php?module=Leads&action=ConvertLead&record=' . $bean->id;
        }
    }

    function process_record_method($bean, $event, $arguments)
    {
        if(!empty($bean->convert_link_c)) {
            $bean->convert_link_c = '<a href="' . $bean->convert_link_c . '">Convert</a>';
        }
    }
}

Note that the Convert link won't show up for existing Leads until they have been saved (allowing the before_save logic hook to run), but all new Leads should have it show up right away. I hope that helps!

-Alan

Hello Alan Beam,

This development is work for sugarCRM 7.* version?

-BPATEL

My logic_hooks.php file already has similar code in it for another function and says the file will be rebuilt? (I am running CE version, actually SuiteCRM fork)

// Do not store anything in this file that is not part of the array or the hook version.  This file will

// be automatically rebuilt in the future.

$hook_version = 1;

$hook_array = Array();

// position, file, function

$hook_array['before_save'] = Array();

$hook_array['before_save'][] = Array(1, 'Leads push feed', 'modules/Leads/SugarFeeds/LeadFeed.php','LeadFeed', 'pushFeed');

$hook_array['before_save'][] = Array(77, 'updateGeocodeInfo', 'modules/Leads/LeadsJjwg_MapsLogicHook.php','LeadsJjwg_MapsLogicHook', 'updateGeocodeInfo');

$hook_array['after_save'] = Array();

$hook_array['after_save'][] = Array(77, 'updateRelatedMeetingsGeocodeInfo', 'modules/Leads/LeadsJjwg_MapsLogicHook.php','LeadsJjwg_MapsLogicHook', 'updateRelatedMeeti$

Hi Jeff,

You are right - the proper way to add the logic hook would be to create a file here: ./custom/Extension/modules/<module>/Ext/LogicHooks/<file>.php

This would just contain the one line (per logic hook) where the $hook_array is defined (for example, lines 5-6 of my example code above). Then you can run a Quick Repair and have it automatically added to the logic_hooks.php file. I hope that helps!

-Alan

Your solution works great.  Thank you.

I had to add a couple new links and realized there is no real reason to store the link in the actual field in the database.

In logic_hooks.php just remove the before_save array lines and remove the before_save_method function from LeadsLogicHooks

In the process_record_method just have in generate the entire HTML code including the link tag