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

sidhu sidhu

Hi All

           I want the duplicate check to be performed when the user clicks the associate button in the leads to accounts conversion panel.

/<>/modules/Leads/clients/base/layouts/convert-panel/convert-panel.js

          I have been working around this file but dint seem to progress.

Regard

Sidhu Tevfik Tümer

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  • 0

    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

  • 0 in reply to Tevfik Tümer

    Hi sidhu sidhu

    Duplicate Check logic can be added/modified for a module in the vardef.  The following is an example for Contacts:

    'duplicate_check' => array(
        'enabled' => true,
        'FilterDuplicateCheck' => array(
            'filter_template' => array(
                array(
                    '$and' => array(
                        array('first_name' => array('$starts' => '$first_name')),
                        array('last_name' => array('$starts' => '$last_name')),
                        array('accounts.id' => array('$equals' => '$account_id')),
                        array('dnb_principal_id' => array('$equals' => '$dnb_principal_id')),
                    )
                ),
            ),
            'ranking_fields' => array(
            ),
        ),
    )

    The logic is based on the FilterApi syntax. For convert lead, the option to turn on/off duplicate check needs to be implemented through modifying the convert-main.php.  For your custom module, you can modify the following attribute:

    'duplicateCheckOnStart' => true,

    to decide whether duplicate check runs when you start the lead conversion process.

    Regards

    John

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  • 0 in reply to Tevfik Tümer

    Hi sidhu sidhu

    Duplicate Check logic can be added/modified for a module in the vardef.  The following is an example for Contacts:

    'duplicate_check' => array(
        'enabled' => true,
        'FilterDuplicateCheck' => array(
            'filter_template' => array(
                array(
                    '$and' => array(
                        array('first_name' => array('$starts' => '$first_name')),
                        array('last_name' => array('$starts' => '$last_name')),
                        array('accounts.id' => array('$equals' => '$account_id')),
                        array('dnb_principal_id' => array('$equals' => '$dnb_principal_id')),
                    )
                ),
            ),
            'ranking_fields' => array(
            ),
        ),
    )

    The logic is based on the FilterApi syntax. For convert lead, the option to turn on/off duplicate check needs to be implemented through modifying the convert-main.php.  For your custom module, you can modify the following attribute:

    'duplicateCheckOnStart' => true,

    to decide whether duplicate check runs when you start the lead conversion process.

    Regards

    John

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