Month: November 2021

Scenario

In “Account” you have the field named “industry” but this field doesn’exist in entity “Lead”. You need to have thi field also in the “lead” and this field must be converted in the corresponding field in the new Account entity.

Create Custom Field

In “Studio” search for Account entity and select “fields” folder. Search for the “industry” field. As you can see, this field is a dropdown field linked to “industry_dom” field.

Move yourself to “Lead” entity in fields folder : create a new field named, for example, mec_lead_industry_c. You need to link this field to the “industry_dom” field, so you will have in Account and Lead the same data in the drop down.

Now you have to do a customization of Lead’s forms to see the new field. So you will be able to set this information for your Lead. The problem is that, when you will convert this lead in a new acount , you will not see the related informaztion about “industry” (in account entity).

Map Custom field between Lead and Account

Create a Copy of /modules/Leads/views/view.convertlead.php in custom/modules/Leads/views/
Edit your copy

Search for this code :

if ($module == 'Contacts') {
$beans[$module]->id = create_guid();
$beans[$module]->new_with_id = true;
$beans[$module]->account_id = '';
}

After this code you have to add, in our example, this code to automatically map the two fields in transformation.

if ($module == 'Accounts')
{
$beans[$module]->industry = $lead->mec_lead_industry_c;
}

SOME USEFULL FIELDS

Entity	Description	Name	dropodwon field
Account	Type	account_type	account_type_dom
Account	Industry	industry	industry_dom
Lead	lead_source	lead_source	lead_source_dom
Contact	lead_source	lead_source	lead_source_dom