Convert Lead

Hi Olivia Forde ,

you can do it by editing the fieldMapping property, in a file called convert-main.php that must be copy to /custom/modules/Leads/clients/base/layouts/convert-main/convert-main/ from modules/Leads/clients/base/layouts/convert-main/convert-main/ (of course only if there is no current override that you can directly edit) and add the mapping you are expecting for the Account and then for the Opportunity.

It will probably looks like this

$viewdefs['Leads']['base']['layout']['convert-main'] = [
    'modules' => [
        [
            'module' => 'Contacts',
            'required' => true,
            'copyData' => true,
            'duplicateCheckOnStart' => true,
            'fieldMapping' => [
            ],
            'hiddenFields' => [
                'account_name' => 'Accounts',
            ],
        ],
        [
            'module' => 'Accounts',
            'required' => true,
            'copyData' => true,
            'duplicateCheckOnStart' => true,
            'duplicateCheckRequiredFields' => [
                'name',
            ],
            'contactRelateField' => 'account_name',
            'fieldMapping' => [
                'name' => 'account_name',
                'billing_address_street' => 'primary_address_street',
                'billing_address_city' => 'primary_address_city',
                'billing_address_state' => 'primary_address_state',
                'billing_address_postalcode' => 'primary_address_postalcode',
                'billing_address_country' => 'primary_address_country',
                'shipping_address_street' => 'primary_address_street',
                'shipping_address_city' => 'primary_address_city',
                'shipping_address_state' => 'primary_address_state',
                'shipping_address_postalcode' => 'primary_address_postalcode',
                'shipping_address_country' => 'primary_address_country',
                'phone_office' => 'phone_work',
            ],
        ],
        [
            'module' => 'Opportunities',
            'required' => false,
            'copyData' => true,
            'duplicateCheckOnStart' => false,
            'duplicateCheckRequiredFields' => [
                'account_id',
            ],
            'fieldMapping' => [
                'name' => 'opportunity_name',
                'phone_work' => 'phone_office',
            ],
            'dependentModules' => [
                'Accounts' => [
                    'fieldMapping' => [
                        'account_id' => 'id',
                    ],
                ],
            ],
            'hiddenFields' => [
                'account_name' => 'Accounts',
            ],
            'enableRlis' => true,
            'requireRlis' => true,
            'copyDataToRlis' => true,
        ],
    ],
];

Fred

Great I will investigate that

When I edit that file how do I get it back into Sugar - do Sugar support have to do it for us

Olivia Forde ,

it will depend the way your Sugar instance is hosted.

For a cloud instance, you should be able to package it and deploy it using the module loader.

For a on premise instance, you could use the same way (package) but also you can deploy it on the server by your self.

In any case, you should be able to test it first on a staging environment before a live deployment.

If you are a cloud customer, are you aware about the way to create a package ?

Fred

Hi Fred

I have done packages but only for completely new modules as we do not have a Staging environment - I have been on to Sugar about this but cannot get an answer. We are Cloud customers

First you should ask Sugar to provide you a sandbox if your licence (and your storage) gives you this possibility.

Then you should take a look at this article https://support.sugarcrm.com/documentation/sugar_developer/sugar_developer_guide_14.0/cookbook/module_loadable_packages/creating_an_installable_package_that_copies_files/ to create a package to copy your file to the right folder ; then you should test it on your sandbox and, if it's ok, then to your prod environment.

If you need a validation, you can copy here your package and I (or someone else) can validate it.