I want to provide similar functionality as the native "Convert To Lead"
ability with two custom entities (say convert A to B). Both entities share
the same information but during the business workflow I want to give the user
the ability to make the entity A become Entity B (e.g. a Lead becomes a
Contact, Account, etc...).
I am looking for advice on how best to do this. Here is what I am thinking:
1) Create Entity Mapping from A to B
- add attribute mappings that map the source attributes from entity A to
entity B
- I am assuming that entity A is the 'primary' entity and B the 'related'
entity since B gets it's attribute data from A.
2) Add a Entity Toolbar Button to Perform the "Convert To ____"
Functionality.
- I am not sure how best to create the new entity (entity B) in Javascript
and have it populated with the attribute data from entity A.
Is this a good way to go about achieving this functionality?
Thanks,
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