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