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sunny@99-chgsunny@99-chg 

How to Restrict the convert lead in Sobjects

Hai All,

  How to restrict the convert lead after click on convert button in lead (Sobject)

suppose if status picklist contains "Approved"

Need: I have to restrict to convert lead if Lead status is not "Approved" and to show message "Can not to convert".

and then if lead status is "Approved" and now to make a field as required(i.e for particular field data must.),then to convert.

 

Can anyone suggest me how to do this.. 

Best Answer chosen by Admin (Salesforce Developers) 
vriavmvriavm

Hi,

     The issue is the picklist value should be refering to prior value use below:

AND(
    OR(
        ISCHANGED(ConvertedAccountId) ,
        ISCHANGED(ConvertedContactId)
    ),
    IF(ISPICKVAL( PRIORVALUE(Status), "open-not contacted"), TRUE, FALSE)
)

All Answers

Saikishore Reddy AengareddySaikishore Reddy Aengareddy

Sunny,

 

Create a custom button called "Convert" on lead with Display type as "Detail page button", Behaviour: "Execute JavaScript", Content Source:"Onclick Javascript"...

 

then copy paste the below javascript code... 

 

{!REQUIRESCRIPT("/soap/ajax/21.0/connection.js")}
{!REQUIRESCRIPT("/soap/ajax/21.0/apex.js")}

var result = sforce.connection.query("select Id, Status from "+
"Lead where Id='{!Lead.Id}'");

var records = result.getArray("records");
//var user = sforce.connection.getUserInfo();
var URL = "/lead/leadconvert.jsp?retURL=%2F"+records[0].Id+"&id="+records[0].Id;
if(records[0].Status !='Approved'){
alert("Lead Cannot be converted");

}else{
window.location = URL;
}

vriavmvriavm

Hi,

 

   Simple configuration solution is you can create a validation rule on Lead in which you can say condition as

   If ConvertedAccountId or ConvertedContactId is changed and the value is not blank

   and the lead status picklist contains "Approved" show a message stating "Lead cannot be converted in APproved status"

 

   Please tweak the validation rule condition according to the requirement.

 

sunny@99-chgsunny@99-chg

Hai sam,

  Thanks for ur reply....

Actually i need the functionality on lead after click on convert button...not in vf page.

That to already Convert button is there in lead records...

vriavmvriavm

Hi,

 

    The solution I am proposing is just creating a validation rule and you dont need to do any coding.

    Create a validation rule in Lead object with the conditions I have provided in previous post. 

    Hope this helps.

 

    Please come in gmail for chat if you need more help on this (vriavm@gmail.com)

 

sunny@99-chgsunny@99-chg

Hai Visvanathan,

Thanks alot for your reply

As i already sent you my code to your mail..

Again i am posting my validation,but it is not working...

 

IF(( ISCHANGED(ConvertedAccountId )|| ISCHANGED(ConvertedContactId )) && ISBLANK( Email ) && ISPICKVAL( Status , 'open-not contacted') , true, false)

 

please suggest me.

Saikishore Reddy AengareddySaikishore Reddy Aengareddy
Instead of Ischanged use Not(Isblank(convertedaccountid)) || Not(Isblank(convertedaccountid))
vriavmvriavm

Hi,

     The issue is the picklist value should be refering to prior value use below:

AND(
    OR(
        ISCHANGED(ConvertedAccountId) ,
        ISCHANGED(ConvertedContactId)
    ),
    IF(ISPICKVAL( PRIORVALUE(Status), "open-not contacted"), TRUE, FALSE)
)

This was selected as the best answer