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;

.

.

.

.

Okay, that didn't seem clear when I read your post. You can go with Hash's suggestion, or, you can also create a custom vardef in Leads to create the "annual_revenue" field exactly the same as accounts, which will do so without the _c.

Hi,

I have this:

//Handle non-contacts relationships

        foreach ($beans as $bean)

        {

            if (!empty($lead))

            {

                if (empty($bean->assigned_user_id))

                {

                    $bean->assigned_user_id = $lead->assigned_user_id;

Should I put it before or after "if (empty($bean->assigned_user_id))"

Thanks

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

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.