Leads custom field that exists in Account

If you create the same field name (exactly) in Leads, and then copy the convertdefs.php file from modules/Leads/metadata/ into custom/modules/Leads/metadata, adding in your field to the array of account fields, it should display.

I cannot create a field with same name because sugar automatically puts the _c in the end of the field name. So, I have the field annual_revenue in account and annual_revenue_c in leads. Different names. When I convert the lead, the information cannot be passed automatically. At least, that is my knowledge about the subject.

Hello,

You are right, Sugar will not copy over the values for different field names. What best you can do is, assign the value by extending view.convertlead.php

Add, $bean->annual_revenue = $lead->annual_revenue_c;

inside the loop after this comment > //Handle non-contacts relationships

Looks like

//Handle non-contacts relationships

        foreach ($beans as $bean)

        {

            if (!empty($lead))

            {

                $bean->annual_revenue = $lead->annual_revenue_c;

.

.

.

.

Hello,

Yes before that if (empty($bean->assigned_user_id)) statement, I am sorry for being unclear about where to place the code.

Thank you.

but maybe I'm doing something wrong. I did the test with a field that I already have, " industry" as you can see, I have industry_c in leads:

Then I did the relationship the the file view.convertlead.php under public_html/sugarcrm/modules/Leads/views:

After that I did a quick rebuild. but when I select "convert lead", the industry field is empty:

Am I missing something here? Sorry if it's a dumb question, but I'm new to sugar and have a lot to learn.

all the best,

Daniel

Thank you.

but maybe I'm doing something wrong. I did the test with a field that I already have, " industry" as you can see, I have industry_c in leads:

Then I did the relationship the the file view.convertlead.php under public_html/sugarcrm/modules/Leads/views:

After that I did a quick rebuild. but when I select "convert lead", the industry field is empty:

Am I missing something here? Sorry if it's a dumb question, but I'm new to sugar and have a lot to learn.

all the best,

Daniel

Hello Daniel,

Can you please make sure the dropdown list you are using in Accounts(industry_dom) and Leads modules are same?

How to check? Admin > Studio > Leads > Fields > industry_c > Dropdown list

P.S. I tested in v 6.5.18 and your code works fine for me.

Hi Hash,

Yes they are the same:

Any ideas?

This is strange! It should work..

Lets debug using

$GLOBALS['log']->fatal($lead->industry_c); // add this above your added custom code

Run it again and see if you have the value in sugarcrm.log

And along with that, check in database in accounts table with newly created ID if it has value in industry field.

Sorry, didn't work

I put the log line there:

Did the repair:

but the only lines from today in my log are:

Fri Feb 5 15:42:30 2016 [24445][-none-][FATAL] SECURITY: User authentication for paul.bernard failed

Fri Feb 5 15:42:30 2016 [24445][-none-][FATAL] FAILED LOGIN:attempts[1] - paul.bernard

as I canceled the conversion of the lead, my last record in account table is old:

mysql> select max(date_entered) from accounts;

+---------------------+

| max(date_entered)   |

+---------------------+

| 2016-01-12 16:25:45 |

+---------------------+

1 row in set (0.02 sec)

mysql> select max(date_modified) from accounts;

+---------------------+

| max(date_modified)  |

+---------------------+

| 2016-01-12 17:02:16 |

+---------------------+

1 row in set (0.00 sec)

and just to be sure I'm modifying this file:

public_html/sugarcrm/modules/Leads/views/view.convertlead.php

and the log I'm looking is:

public_html/sugarcrm/sugarcrm.log

all the best,

Daniel

Hello Daniel,

Can you make sure you dont have custom/modules/Leads/views/view.convertlead.php ?

If you have, the changes should be made to that file. And if you dont have it, it is always recommended to copy the original file and paste it in custom folder.

Hi,

I didn't have the views folder under /public_html/sugarcrm/custom/modules/Leads/

now I created and copied the modified file:

# pwd

/home/consquest2014/public_html/sugarcrm/custom/modules/Leads/views

# ls -la

total 48

drwxr-sr-x 2 4096 Feb  9 08:43 ./

drwxr-sr-x 6 4096 Feb  9 08:42 ../

-rwxr-xr-x 1 38970 Feb  9 08:43 view.convertlead.php*

I also removed the lines from the original file.

did a repair, but nothing happened. and still no entries in the log.

same problem.

Must be something really dumb that I'm doing. Maybe you could assume that I know nothing and start from scratch, asking me really newbie questions. Maybe I'm missing something that you assume I should know.

all the best,

Daniel.

Hello,

I cannot guess what could go wrong. Add me to Skype - hashsoftech and we shall look together, it will be a quick check and solution I hope so.

Hello,

$this->focus->industry = $this->focus->industry_c;

This does the trick! (Condition: When you have the field in Convert Lead form.)