How to get ConvertLead page to display opportunity_type field?

[MichaelS]

There are plenty of instructions out there for how to get a custom field to display on the ConvertLead page.

This is a different request.

Is there a way to display an *existing* 'standard' Opportunity field on the ConvertLead page?

In this case the opportunity_type drop-down field must show up and be set-able in the ConvertLead page.

After culling the forums, here is what I have tried:

1. Create same field in both Opportunities and Leads; This didn't work in this case because the field required is an existing field in Opportunities and any new custom fields in 'Leads' will end with _c. Thus we cannot have the same field in both modules.

2. Edit OpportunityFormBase.php: Changes to this file, /modules/Opportunities/OpportunityFormBase.php, seem to not appear on the site -- even after a 'rebuild' via the admin screen. I simply inserted some obvious text inbetween TD tags, and even that didn't show. Perhaps I am missing something?

3. Edit OpportunityFormBase.php: Same as above, but copied OpportunityFormBase.php to the /custom/modules/Opportunities folder. But still: Changes to this file seem to not appear on the site -- even after a 'rebuild' via the admin screen.

4. Copy an instance of convertdefs.php to /custom/modules/Leads/convertdefs.php and modify the array values, then rebuild from within the admin menu. This could REMOVE items from the opportunities field, but not ADD one -- even an existing field.

Did I miss something easy?


Thanks for any advice, and I hope this helps others.

-Michael

I am using Sugar Version 6.2.1 (Build 6405) Community Edition
On Linux 2.6.32 x86, PHP 5.2.17, MySQL 5.0.92

[MichaelS]

Figured it out.

Here's how I did it:

Copy an instance of convertdefs.php to /custom/modules/Leads/convertdefs.php and modify the array values, then rebuild from within the admin menu.

I modified the array values by replacing the currency_id field with opportunity_type field. After a rebuild from within the admin menu, this caused the Opportunity Type dropdown to appear in the opportuity sectino in the ConvertLead form.

-Michael