Restricting customer creation to 1 from a lead

Frappe Framework
1

Currently, system is allowing creation of multiple customer from a single lead. The same needs to be restricted to one.

I have written the script in python using frappe but not working.

2

You can set the validate in the customer doctype.

Please apply the server script in the server script doctype.

if doc.lead_name:
    existing_customer = frappe.db.get_value("Customer", {"lead_name": doc.lead_name}, "name")
    
    if existing_customer and existing_customer != doc.name:
        frappe.throw(f"A customer named '{existing_customer}' has already been created from the lead: {doc.lead_name}")

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image1920×924 62.9 KB

Output:

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image1920×924 30.4 KB

1 Like
3

Thanks a lot!!!