New issue
Have a question about this project? Sign up for a free GitHub account to open an issue and contact its maintainers and the community.
By clicking “Sign up for GitHub”, you agree to our terms of service and privacy statement. We’ll occasionally send you account related emails.
Already on GitHub? Sign in to your account
Custom fields synchronisation during lead conversion #226
Comments
Hi @sadortun As i understood do you want to create two identical field in lead and contact and when you are converting lead to opportunity set value of this field to contact ? I have tested two variants of field, text and relation 'many-to-one', after converting i had contact with appropriate value. I just added my field to properties key. |
Hi @mkdotam, Exact, i've also done this test. I think it would be a great feature to be able to add this mapping either via the Entity admin, or via configuration files, or by default. Since this applies only during the lead conversion, I think they would not have any unwanted effects.
What do you think ? |
Thank you for the idea, we have added it to the backlog. I will notify you when we will prioritize it for implementation |
Yes, that's a neat idea and will give our system better customization options. Thank you Samuel! |
Great! THanks ! |
@sadortun nope. The task is still in our backlog but we didn't prioritize it. |
@artml Can you have a quick check if this should be implemented, if so, we might be selected to submit a PR. Do you see any side effects or pitfalls ? |
Hi, @sadortun. |
(internal reference CRM-6997) |
Hello Artem,
When a custom entity field exist on a Lead and on an Account or Contact for example, is there a mecanism to set the related field value ?
The mechanism exists for a defined set of fields, but can it be applied also to extended proprieties ?
https://github.com/orocrm/crm/blob/5a23255d0f15b5ae42e5aa07b3c0716201ae55ba/src/Oro/Bundle/SalesBundle/Provider/LeadToOpportunityProvider.php#L74
Thanks,
Samuel
The text was updated successfully, but these errors were encountered: