On the Lead profile screen (CR301000), I created a custom field to store a string values called UsrDepartment. I also created the same field on the Contact profile screen (CR302000). When the user chooses to “Create Contact” from the Lead profile, it correctly creates the contact. However, the data in the custom field I created doesn’t automatically carry over. How and where can I add logic to copy the value over from the lead to the contact?
Answer
Copy UDF data from lead form to contact form automatically
Best answer by sd79
You can use the following code to achieve the same. I have created 2 fields Region and Industry to carry forward from Leads screen to Contact Screen.
namespace PX.Objects.CR
{
public class ContactMaint_Extension : PXGraphExtension<ContactMaint>
{
#region Event Handlers
protected void Contact_RowPersisted(PXCache cache, PXRowPersistedEventArgs e)
{
var row = (Contact)e.Row;
if (row != null)
{
CRContactExistingColumn TargateExt = PXCache<Contact>.GetExtension<CRContactExistingColumn>(row);
if (row.ContactID != null)
{
CRLead lead = PXSelect<CRLead, Where<CRLead.refContactID, Equal<Required<CRLead.refContactID>>>>.Select(this.Base, row.ContactID);
if (lead != null)
{
Contact Source = PXSelect<Contact, Where<Contact.contactID, Equal<Required<Contact.contactID>>>>.Select(this.Base, lead.ContactID);
CRContactExistingColumn SourceExt = PXCache<Contact>.GetExtension<CRContactExistingColumn>(Source);
TargateExt.Usrregion = SourceExt.Usrregion;
TargateExt.Usrindustry = SourceExt.Usrindustry;
}
}
}
}
#endregion
}
}
You can use the following code to achieve the same. I have created 2 fields Region and Industry to carry forward from Leads screen to Contact Screen.
namespace PX.Objects.CR
{
public class ContactMaint_Extension : PXGraphExtension<ContactMaint>
{
#region Event Handlers
protected void Contact_RowPersisted(PXCache cache, PXRowPersistedEventArgs e)
{
var row = (Contact)e.Row;
if (row != null)
{
CRContactExistingColumn TargateExt = PXCache<Contact>.GetExtension<CRContactExistingColumn>(row);
if (row.ContactID != null)
{
CRLead lead = PXSelect<CRLead, Where<CRLead.refContactID, Equal<Required<CRLead.refContactID>>>>.Select(this.Base, row.ContactID);
if (lead != null)
{
Contact Source = PXSelect<Contact, Where<Contact.contactID, Equal<Required<Contact.contactID>>>>.Select(this.Base, lead.ContactID);
CRContactExistingColumn SourceExt = PXCache<Contact>.GetExtension<CRContactExistingColumn>(Source);
TargateExt.Usrregion = SourceExt.Usrregion;
TargateExt.Usrindustry = SourceExt.Usrindustry;
}
}
}
}
#endregion
}
}
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