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

Question

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

sidhu sidhu · Accepted Answer

Hi sidhu sidhu

For Duplicate Check on Conversion Lead to do is

All we need to do is in custom/modules/Leads/clients/base/layouts/convert-panel/convert-panel.js ( if file is not there then copy it from modules/Leads/clients/base/layouts/convert-panel/convert-panel.js)

Under runCreateValidation function inside isValid add following lines

this.addDupeCheckComponent();

if(this.triggerDuplicateCheck()){

console.log("duplicates found");

}else{

console.log("no duplicates found");

this.markPanelComplete(model);

}

For Checking additional Validation to do is

All we need to do is in custom/modules/Leads/clients/base/layouts/convert-panel/convert-panel.js ( if file is not there then copy it from modules/Leads/clients/base/layouts/convert-panel/convert-panel.js)

Under runCreateValidation function add :

model.addValidationTask('check_vat_c', _.bind(function(fields, errors, callback) {

// Write your validation logic here

// Example for field should not be empty

if (_.isEmpty(model.get('your-field-name')))

{

errors['your-field-name'] = errors['your-field-name'] || {};

errors['your-field-name'].required = true;

}

callback(null, fields, errors);

}, this));

Hope this Helps

Best Regards

S Ramana Raju