Link between custom fields

ERPNext
1

Hello,

I’d like to consult about making a linkage between custom fields in the doctypes.

For example
I create a custom field “A” as a data field in doctype “Lead” and “Customer”. At first, the field “A” will be filled in “Lead”, after converting the lead to be a customer, I’d like to transfer from “A” in Lead to “A” in Customer automatically. How can I achieve this procedure?

Thanks

Regards,
Mic

2

keep the fieldname in both Lead and Customer doctype same it will automatically map the field and set the value from lead to customer

1 Like
3

Hello,

I did as you suggested. However it doesn’t work.
I created a field in doctype “Lead” and “Contact” with the same field name. After converting to customer, the value didn’t pass from the lead to a new contact.

Please suggest me what can I do next?

Thanks
Regards,

4

Hello,

I added custom field “Title” (type: data) to Leads form then to Contact form, expecting “Title” value to be transferred to matching field in Contact, when converting a Lead to Customer using make operation.
It does not work for Contact (field remains empty). However doing the same but with the matching custom field in Lead form and Customer form does work.

Please assist with correct process for transferring custom Lead field data to matching custom Contact field data.

Thanks,
Regards

Gene May