---
title: "Configure custom copy directives"
slug: "configure-custom-copy-directive"
description: "Configure a custom Copy directive to reflect a specific use case. "
updated: 2023-04-26T14:10:50Z
published: 2023-04-26T14:10:50Z
canonical: "docs.zilliant.com/configure-custom-copy-directive"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://docs.zilliant.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Configure custom copy directives

Deal Manager has a single copy control. Use this control to copy an agreement or quote and all associated child records. You can relabel this control to reflect a particular use case.

Some implementations require multiple types of the copy action, such as a **Renew** action and a **Copy** action (to use the current **Agreement** with a different account). Because of their different purpose, each of these copy actions requires its own, custom copy directive.

## Create a copy directive

1. Go to **Setup** > **Custom Metadata Types** > **Manage Records**.
2. Select **Edit** to modify an existing record or select **New** to create a record.

## Configure a Lightning Wrapper component

          Note

          

If there is already a wrapper component that uses the same value for the **copyDirectiveLabel** attribute that you need, skip this step and reuse that wrapper component.

1. Go to **Developer Console > File > New > Lightning Component**.
2. In the **New Lightning** bundle dialog, specify a unique name for the **Lightning Wrapper** component, then select **Submit**.
3. Replace the **.cmp** markup file with the following:

```
<aura:component access="global"
                implements="force:lightningQuickActionWithoutHeader,force:hasRecordId">

    <zpl:DeepCopyModal copyDirectiveLabel="ContractCopyWrapper"
                       recordId="{!v.recordId}"/>
</aura:component>
```
4. Replace the value for the **copyDirectiveLabel** attribute with the label of the copy directive you want to use. In the preceding example, the label is `ContractCopyWrapper`.
5. Save the component.

## Create a new Quick Action

1. Go to **Object Manager**, then go to **Contract** (or **Deal** or **Price Lookup**) **> Buttons, Links and Actions**, and select **New Action**.
2. From the **Action Type** dropdown, choose **Lightning Component**.
3. From the **Lightning Component** dropdown, choose the name of the component you created.
4. In the **Label** and **Name** fields, specify a custom name for the new action button.
5. Select **Save**.

## Drop the new action on the object layout

1. Go to **Page Layouts** for this object and select a layout.
2. In the **Mobile & Lightning Actions** section, find the new action button.
3. Drag it to the correct place in the layout.
4. Select **Save**.