Convert custom modules

SuiteCRM Forum - English Language SuiteCRM General Discussion
1

Hi, I would like to ‘convert’ between two custom modules.

Like you can convert a lead into an opportunity.

We have a project moudle which includes materials and quanitities. Then i would like an action to order the materials. This will create a new order record in the order module with the details form the (custom) project module and make a field within the project module as ordered.

Is this possible? If someone could point me in the right direction that would be great.

Cheers
Pete

Version 7.10.9

Sugar Version 6.5.25 (Build 344)

2

Everything’s possible, the code base is 100% open source :slight_smile:

You can code it, based on what you see for the Leads conversion.

For an easier solution, I suggest a Workflow: when a certain value changes in the first module, a new record gets created on the second module, and data is copied over.