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
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.