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how to keep values from releate customs fields when converting from prosprects to convert to target (LEADS)?

Question asked by r. adrian aguilera perez on Feb 15, 2018
Latest reply on Feb 22, 2018 by r. adrian aguilera perez

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Hi guys i have a problem. im new at sugarcrm .

I created 2 custom related files in prospects module (the client renamed this module as suspects )

Instance sugar on demand Sugar (version 7.11.0.0) SugarCRM Enterprise, Version 7.11.0.0 (Build 151) (Winter '18)

Same fields exist in leads module (prospects = leads)

When i create a prospect and set my custom fields some value

and then click Convert target ,the selected values to my fields that i saved before are lost when the second window is displayed.

Why im losing those values and how i can solve this??

any ideas?

pls help

i guess is something simple but i dont have a clue.

thanks

adrian

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11 Replies

Patrick McQueen Feb 20, 2018 5:48 PM
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r. adrian aguilera perez,

The auto-copy functionality in the converting of a Prospect to a Lead works on the database names of the fields being the same. For most fields, the database name is the name you see in Studio, so that just means the data you show in your screenshots is usually sufficient. Make that match, and this works as expected for most field types.

However, Relate-type fields work a bit differently. On the database, these fields are not called the same thing you see in the application. They are actually called:
user_id_c
user_id1_c
user_id2_c
and so on...

To avoid odd behavior, I have found that both the database name and the field name in the application should match for the auto-copy to work out of the box as expected for relate-type fields.
This means the relate fields in both modules should be made in the exact same order so, for example, the fields in both modules are:
intk_teamleader_rel_c == user_id_c
intk_keyaccount_rel_c == user_id1_c
etc.

If they are made in different orders so both do not match, I have found that the convert screen will display the field values based on the field name you see in Studio, but will save the content to the fields on the database based on the database names for these fields.
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- r. adrian aguilera perez @ Patrick McQueen on Feb 21, 2018 11:31 AM
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  Hi @
  Patrick McQueen
  Thanks for your answer and time.
  
  So let me see if i understand you.
  
  I need to know the names of those fields in my database right?
  As you said i can have one field name for the aplication (screen) and other for de database talking about releated fields..
  I need to set the same order for those fields in prospects and leads module ,right?
  
  How can i know or get the database from an instance on demand ? i guess i need to install it on my local mysql server.
  
  Thanks
  
  Adrian
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  - Patrick McQueen @ r. adrian aguilera perez on Feb 21, 2018 12:07 PM
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    r. adrian aguilera perez,
    
    The Diagnostic Tool in the Administration menu can get you the field meta data straight from the user interface.
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    - r. adrian aguilera perez @ Patrick McQueen on Feb 21, 2018 3:12 PM
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      Hi @Patrick McQueen
      
      My fields are named like this
      
      Field | Prospects | Leads
      intk_teamleader_rel_c | user_idl_c | user_id_c
      
      intk_keyaccount_rel_c | user_id2_c | user_id3_c
      
      ----------------------------------------------------------------------------------------------
      The order are like this
      
      Prospects
      
      Leads
      
      So whats next ,change the order in the record view layout?
      do i need to rename the fields in sugar like the database names?
      
      thanks
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      - Patrick McQueen @ r. adrian aguilera perez on Feb 21, 2018 3:33 PM
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        The fields ultimately need to be named more like this for the out-of-box functionality to work the way you describe needing it to:
        
        Field | Prospects | Leads
        intk_teamleader_rel_c | user_id_c | user_id_c
        intk_keyaccount_rel_c | user_id2_c | user_id2_c
        
        One way to make that happen is to get a full backup of your database first, then delete all of your Relate fields between the modules and Users to reset the database naming convention, then rebuild them in each module so the database names and user interface field names match. There is not a way in the user interface to change the field name or database of an existing field, only the display label for the field, which is irrelevant to this issue.
        
        The order of the fields in the layout is also irrelevant to this issue.
        
        Alternatively, you might be able to avoid this recreating of these fields by setting up something like this instead:
        How to map different field on target to lead convert?
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        r. adrian aguilera perez @ Patrick McQueen on Feb 21, 2018 3:52 PM
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        Hi @Patrick McQueen
        Thanks ill try the How to map different field on target to lead convert? (create relationship logic hook) solution
        
        ill write you later with the result
        
        Thanks
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        r. adrian aguilera perez @ Patrick McQueen on Feb 22, 2018 10:02 AM
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        Hi @Patrick McQueen
        
        I tried the following code looking the links you showed me but its not working . i made a convert main file.
        
        My convert main file
        
        I used the names of the database as you said me.
        
        My manifest file (its a on demand instance)
        
        is it correct?
        
        thanks
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        Patrick McQueen @ r. adrian aguilera perez on Feb 22, 2018 10:27 AM
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        Looks like you might have made a similar mistake made in the linked discussion.
        
        Try the following syntax instead:
        
        Change FROM:
        'fieldMapping' => array ( 'user_id1_c' => 'user_id_c', 'user_id2_c' => 'user_id3_c', ),
        Change TO:
        'fieldMapping' => array ( 'user_id_c' => 'user_id1_c', 'user_id3_c' => 'user_id2_c', ),
        
        The reason the order matters is because the left variable represents the field in Leads the code sets, and the right variable represents the value you are putting in the fields.
        
        Also, as a courtesy to others when providing code in the forums, please add the code to the post or comment so those responding to you can copy and paste it as needed.
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        r. adrian aguilera perez @ Patrick McQueen on Feb 22, 2018 12:22 PM
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        Hi patrick
        
        sorry it wasn't my intention here is the code i made the changes you said me but still not working
        
        custom/modules/Prospects/clients/base/layouts/convert-main/convert-main.php
        <?php
        $viewdefs = array (
        'Prospects' =>
        array (
        'base' =>
        array (
        'layout' =>
        array (
        'convert-main' =>
        array (
        'modules' =>
        array (
        30 =>
        array (
        'copyData' => true,
        'required' => true,
        'moduleName' => 'Prospects',
        'module' => 'Prospects',
        'duplicateCheckOnStart' => true,
        'fieldMapping' =>
        array (
        'user_id_c' => 'user_id1_c',
        'user_id3_c' => 'user_id2_c',
        ),
        )
        )
        )
        )
        )
        )
        );
        
        Manifest
        <?php
        //Definición paquete
        $manifest = array (
        // 'built_in_version' => '7.10.2.0',
        'acceptable_sugar_versions' =>
        array (
        0 => '7.*',
        ),
        'acceptable_sugar_flavors' =>
        array (
        0 => 'ENT',
        1 => 'ULT',
        2 => 'PRO',
        3 => 'CORP',
        ),
        'readme' => 'ProspectstoLeads',
        'key' => '20180213',
        'author' => 'AdrianAguilera',
        'description' => 'ProspectstoLeads',
        'icon' => '',
        'is_uninstallable' => true,
        'name' => 'ProspectstoLeads',
        'published_date' => '20180213',
        'type' => 'module',
        'version' => 1,
        'remove_tables' => 'prompt',
        );
        $installdefs =array(
        'id' => 'ProspectstoLeads',
        'copy' => array(
        0 => array(
        'from' => '<basepath>/Files/convert-main.php',
        'to' => 'custom/modules/Prospects/clients/base/layouts/convert-main/convert-main.php',
        ),
        ),
        
        );
        
        ?>
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        Patrick McQueen @ r. adrian aguilera perez on Feb 22, 2018 1:49 PM
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        Hi r. adrian aguilera perez,
        
        The path of least labor seems to be to remake these Relate-type fields with matching names in both modules in order to get this to work, unless someone else here on the community can help.
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        r. adrian aguilera perez @ Patrick McQueen on Feb 22, 2018 2:27 PM
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        thanks i will try it and see what happens
        
        Thanks for your time
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how to keep values from releate customs fields when converting from prosprects to convert to target (LEADS)?

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Patrick McQueen

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