I need uncheck checkbox Create Prospect in quick entry in lead

ERPNext User Forum
,
1

Hi All,
I need uncheck checkbox while creating opportunity from lead to deal ,Create Prospect in quick entry in lead i need solution for this

Screenshot 2024-08-31 094708
Screenshot 2024-08-31 0947081289Ă—593 47 KB

Thanks in Advance

2

That for, please apply the client script for the lead doctype.

frappe.ui.form.on("Lead", {
	make_opportunity: async function (frm) {
		let existing_prospect = (
			await frappe.db.get_value(
				"Prospect Lead",
				{
					lead: frm.doc.name,
				},
				"name",
				null,
				"Prospect"
			)
		).message.name;

		if (!existing_prospect) {
			var fields = [
				{
					label: "Create Prospect",
					fieldname: "create_prospect",
					fieldtype: "Check",
					default: 0,
				},
				{
					label: "Prospect Name",
					fieldname: "prospect_name",
					fieldtype: "Data",
					default: frm.doc.company_name,
					depends_on: "create_prospect",
				},
			];
		}
		let existing_contact = (
			await frappe.db.get_value(
				"Contact",
				{
					first_name: frm.doc.first_name || frm.doc.lead_name,
					last_name: frm.doc.last_name,
				},
				"name"
			)
		).message.name;

		if (!existing_contact) {
			fields.push({
				label: "Create Contact",
				fieldname: "create_contact",
				fieldtype: "Check",
				default: "1",
			});
		}

		if (fields) {
			var d = new frappe.ui.Dialog({
				title: __("Create Opportunity"),
				fields: fields,
				primary_action: function () {
					var data = d.get_values();
					frappe.call({
						method: "create_prospect_and_contact",
						doc: frm.doc,
						args: {
							data: data,
						},
						freeze: true,
						callback: function (r) {
							if (!r.exc) {
								frappe.model.open_mapped_doc({
									method: "erpnext.crm.doctype.lead.lead.make_opportunity",
									frm: frm,
								});
							}
							d.hide();
						},
					});
				},
				primary_action_label: __("Create"),
			});
			d.show();
		} else {
			frappe.model.open_mapped_doc({
				method: "erpnext.crm.doctype.lead.lead.make_opportunity",
				frm: frm,
			});
		}
	},
});
1 Like
3

it is not working ;opportunity doctype i renamed as “Deal” and Prospect doctype renamed as “Accounts”

Screenshot 2024-09-02 075335
Screenshot 2024-09-02 0753351293Ă—415 35.1 KB

Thanks in Advance

4

I provided the code for what you wanted. Now remove that button for what you want, and add another new button, and perform the action on it. Renaming the button won’t help.

5

i just need directly create lead to Deal(opportunity) no need of Prospect the below screenshot that quick entry of Create Accounts(Prospect) not need

Screenshot 2024-08-31 094708
Screenshot 2024-08-31 0947081289Ă—593 47 KB

Thanks in Advance

6

Code already provided, did you check? I think you haven’t seen it. Only you have to select the create option and it will redirect to the opportunity doctype.

7

image
image995Ă—341 22 KB

two quick entries coming one with check with checkbox “Create Prospect” (Standard) and another with one with uncheck checkbox “Create Prospect”
Thanks in Advance

8

Hmm :thinking:

Will check it from my end.

1 Like
9

Again, please apply the below code:

frappe.ui.form.on("Lead", {
    refresh: function(frm) {
        setTimeout(() => {
           frm.remove_custom_button('Opportunity', 'Create'); 
        }, 10);
        if (!frm.is_new() && frm.doc.__onload && !frm.doc.__onload.is_customer) {
            setTimeout(() => {
    			frm.add_custom_button(
    				__("Opportunity"),
    				function () {
    					frm.trigger("custom_make_opportunity");
    				},
    				__("Create")
    			);
            }, 50);
        }
    },
	custom_make_opportunity: async function (frm) {
		let existing_prospect = (
			await frappe.db.get_value(
				"Prospect Lead",
				{
					lead: frm.doc.name,
				},
				"name",
				null,
				"Prospect"
			)
		).message.name;

		if (!existing_prospect) {
			var fields = [
				{
					label: "Create Prospect",
					fieldname: "create_prospect",
					fieldtype: "Check",
					default: 0,
				},
				{
					label: "Prospect Name",
					fieldname: "prospect_name",
					fieldtype: "Data",
					default: frm.doc.company_name,
					depends_on: "create_prospect",
				},
			];
		}
		let existing_contact = (
			await frappe.db.get_value(
				"Contact",
				{
					first_name: frm.doc.first_name || frm.doc.lead_name,
					last_name: frm.doc.last_name,
				},
				"name"
			)
		).message.name;

		if (!existing_contact) {
			fields.push({
				label: "Create Contact",
				fieldname: "create_contact",
				fieldtype: "Check",
				default: "1",
			});
		}

		if (fields) {
			var d = new frappe.ui.Dialog({
				title: __("Create Opportunity"),
				fields: fields,
				primary_action: function () {
					var data = d.get_values();
					frappe.call({
						method: "create_prospect_and_contact",
						doc: frm.doc,
						args: {
							data: data,
						},
						freeze: true,
						callback: function (r) {
							if (!r.exc) {
								frappe.model.open_mapped_doc({
									method: "erpnext.crm.doctype.lead.lead.make_opportunity",
									frm: frm,
								});
							}
							d.hide();
						},
					});
				},
				primary_action_label: __("Create"),
			});
			d.show();
		} else {
			frappe.model.open_mapped_doc({
				method: "erpnext.crm.doctype.lead.lead.make_opportunity",
				frm: frm,
			});
		}
	},
});
1 Like
10

Thank you so much it is working