Editor’s Note: The solution posted below works great for adding one field from a single module, but really struggles to scale when you want to grab many fields from different modules, or show these fields on a listview. For that reason, check out this post for a better way to do this.
Ran across a great forums post the other day, that is a common request I’ve seen before.
I have created some custom fields in the Leads Module.
When the Lead is converted, at least, I would like to have that custom Lead information show up on the Opportunity Module with the Lead data. How can I achieve this?
For us, the Opportunity is directly related to the Lead.
Thanks in advance for your help
This is something that is very easy to do with Sugar Logic in Sugar 6.3. In that release, we introduced a related() function, which will look in a related module to grab a field value and put it in the given field. So to solve this problem, all you need to do is add a custom field that is calculated with the following equation ( assuming you want to grab the lead name ).
You can then add this field to any DetailView or ListView and it will show the related record’s data.