I try to customize acumatica mobile framework, I cannot make it successfully.
Answer
how can we convert lead to opportunity in acumatica mobile
Best answer by kevinpopeck
Following up on this thread in case anyone else finds this solution useful. I was able to add the convert to opportunity functionality through a tab instead of the dialog box. It doesn’t look as clean, but still has the same functionality.
update screen CR301000 {
update container "LeadSummary" {
add recordAction "ConvertToOpportunityAll" {
behavior = Open
redirect = True
Priority = 5
}
add group "Description"{
placeBefore group "Details"
add field "Description"{
textType = "PlainMultiLine"
}
}
add layout "CreateOpportunityTab" {
displayName = "Convert To Opportunity"
layout = "Tab"
add group "Opportunity" {
add field "CreateOpportunityMainCreationDialogOpportunity#Subject"
add field "CreateOpportunityMainCreationDialogOpportunity#CloseDate"
add field "CreateOpportunityMainCreationDialogOpportunity#OpportunityClass"
}
add group "Business Account" {
add field "CreateOpportunityMainCreationDialogBusinessAccount#BAccountID"
add field "CreateOpportunityMainCreationDialogBusinessAccount#AccountName"
add field "CreateOpportunityMainCreationDialogBusinessAccount#AccountClass"
}
add group "Contact" {
add field "CreateOpportunityMainCreationDialogContact#FirstName"
add field "CreateOpportunityMainCreationDialogContact#LastName"
add field "CreateOpportunityMainCreationDialogContact#FullName"
add field "CreateOpportunityMainCreationDialogContact#Salutation"
add field "CreateOpportunityMainCreationDialogContact#Phone1Type"
add field "CreateOpportunityMainCreationDialogContact#Phone1"
add field "CreateOpportunityMainCreationDialogContact#Phone2Type"
add field "CreateOpportunityMainCreationDialogContact#Phone2"
add field "CreateOpportunityMainCreationDialogContact#Email"
add field "CreateOpportunityMainCreationDialogContact#ContactClass"
}
add recordActionLink "ConvertToOpportunityAll"
}
}
}
+13Hi
- 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"
}
}
}
+13Hi
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.
Dipak Nilkanth || MVP @2025 || https://www.linkedin.com/in/dipak-nilkanth-293591102 || Acumatica Developer
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
Hello. Did anyone have success implementing this? I’m looking to do the exact same thing.
Following up on this thread in case anyone else finds this solution useful. I was able to add the convert to opportunity functionality through a tab instead of the dialog box. It doesn’t look as clean, but still has the same functionality.
update screen CR301000 {
update container "LeadSummary" {
add recordAction "ConvertToOpportunityAll" {
behavior = Open
redirect = True
Priority = 5
}
add group "Description"{
placeBefore group "Details"
add field "Description"{
textType = "PlainMultiLine"
}
}
add layout "CreateOpportunityTab" {
displayName = "Convert To Opportunity"
layout = "Tab"
add group "Opportunity" {
add field "CreateOpportunityMainCreationDialogOpportunity#Subject"
add field "CreateOpportunityMainCreationDialogOpportunity#CloseDate"
add field "CreateOpportunityMainCreationDialogOpportunity#OpportunityClass"
}
add group "Business Account" {
add field "CreateOpportunityMainCreationDialogBusinessAccount#BAccountID"
add field "CreateOpportunityMainCreationDialogBusinessAccount#AccountName"
add field "CreateOpportunityMainCreationDialogBusinessAccount#AccountClass"
}
add group "Contact" {
add field "CreateOpportunityMainCreationDialogContact#FirstName"
add field "CreateOpportunityMainCreationDialogContact#LastName"
add field "CreateOpportunityMainCreationDialogContact#FullName"
add field "CreateOpportunityMainCreationDialogContact#Salutation"
add field "CreateOpportunityMainCreationDialogContact#Phone1Type"
add field "CreateOpportunityMainCreationDialogContact#Phone1"
add field "CreateOpportunityMainCreationDialogContact#Phone2Type"
add field "CreateOpportunityMainCreationDialogContact#Phone2"
add field "CreateOpportunityMainCreationDialogContact#Email"
add field "CreateOpportunityMainCreationDialogContact#ContactClass"
}
add recordActionLink "ConvertToOpportunityAll"
}
}
}
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