I try to customize acumatica mobile framework, I cannot make it successfully.
how can we convert lead to opportunity in acumatica mobile
Hi
- You need to add existing screen from Mobile Applications section.
- Then map the action which is opens up the Create Opportunity dialog box. i.e. convertToOpportunityAll.
- then add custom action which will redirect to the form using openAs = Form property.
- Add required fields by mapping the sections from WSDL schema.
- Add Actions Create and Review, Create by using Aspx code in customization editor.
By following above approach you can convert the opportunity from lead.
Hi
- You need to add existing screen from Mobile Applications section.
- Then map the action which is opens up the Create Opportunity dialog box. i.e. convertToOpportunityAll.
- then add custom action which will redirect to the form using openAs = Form property.
- Add required fields by mapping the sections from WSDL schema.
- Add Actions Create and Review, Create by using Aspx code in customization editor.
By following above approach you can convert the opportunity from lead.
I try with this but still error
update screen CR301000 {
update container "LeadSummary" {
add recordAction "ConvertToOpportunityAll" {
behavior = Void
redirect = True
redirectToDialog = "CR301000D1"
}
}
add dialog CR301000D1 {
type = FilterListScreen
openAs = Form
add container "CreateOpportunityMainCreationDialogOpportunity"{
add field "DisplayName"
add field "Subject"
add field "CloseDate"
add field "OpportunityClass"
}
}
}
Hi
Yes, business account Id is mandatory on create opportunity dialogue box.
You need to add business account I'd as well in the add field section.
Hi
Yes, business account Id is mandatory on create opportunity dialogue box.
You need to add business account I'd as well in the add field section.
Could you show me a little bit. because I tried but I cannot make it
Hi
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