Duplicate Check on clicking associate button on 'Leads to Account Conversion Panel'

Hi sidhu,

There is already a duplication check out of box when you are creating an account while converting a Lead.

Best Regards

Tevfik Tümer

Developer Support Engineer

Hi Tevfik Tümer

                I have gone through /<>/modules/Leads/clients/base/layouts/convert-panel/convert-panel.js

and found out that the onclicking the associate button it is going to this function handleAssociateClick.

It is in this function that i want to do the duplicate check.

convertPanelEvents['click [name="associate_button"]'] = 'handleAssociateClick';

handleAssociateClick: function(event) {

        if (!$(event.currentTarget).hasClass('disabled')) {

            if (this.currentToggle === this.TOGGLE_CREATE) {

                this.runCreateValidation();

            } else {

                this.markPanelComplete(this.duplicateView.context.get('selection_model'));

            }

        }

        event.stopPropagation();

    },

Hi sidhu,

I've tried to understand your approach but couldn't get it. So, If i answer your question regardlessly your use case,

you need to duplicate modules/Leads/clients/base/layouts/convert-panel/convert-panel.js to custom folder like; custom/modules/Leads/clients/base/layouts/convert-panel/convert-panel.js

and modify handleAssociateClick function like you said.

If you wanna make a duplication check all you need to do call;

this.renderDupeCheckList()

Best Regards

Tevfik Tümer

Developer Support Engineer

Hi Tevfik Tümer

                  I have tried this but it dint work out.

I worked around the below code and it rendered already existing duplicate check that comes on rendering the panels during lead conversion

handleAssociateClick: function(event) {

  this.dupecheckList = app.view.createLayout({

                context: this.duplicateView.context,// i need this to happen for the new account i am creating

                name: 'create-dupecheck',

                module: "Accounts"

            });

            this.addComponent(this.dupecheckList);

Hi Tevfik Tümer

                  I have tried this but it dint work out.

I worked around the below code and it rendered already existing duplicate check that comes on rendering the panels during lead conversion

handleAssociateClick: function(event) {

  this.dupecheckList = app.view.createLayout({

                context: this.duplicateView.context,// i need this to happen for the new account i am creating

                name: 'create-dupecheck',

                module: "Accounts"

            });

            this.addComponent(this.dupecheckList);