Filter lines in Copy and Template lists
- 14 May 2024
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Filter lines in Copy and Template lists
- Updated on 14 May 2024
- 1 Minute to read
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- DarkLight
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You can define a filter field that controls:
- Which lines should be copied from a source document to a target document
- Which lines on a target document should not be deleted when a template is applied
Define a formula field
Important
The field that you create and specify in sourceFilterField must be on the object level that you are filtering. It cannot be on a parent or child object.
- For Copy actions:
- If this value is True on the source for a copy or template, the source line item is copied to the target.
- If this value is False on the source, the source line item is ignored.
- For Template actions:
- The source template acts the same as the copy action. If the value is True on the source, the source line item is copied to the target agreement or quote.
- The target agreement or quote into which the template items are being copied also uses this value, but in an inverse manner:
- If the value is True on the target agreement or quote, the corresponding line is deleted from the target when the template is copied.
- If the value is False on the target, the corresponding line remains in the target when the template is copied.
Specify a JSON copy directive
In the copy directive JSON (read JSON examples for the Contract copy directive), add a sourceFilterField key-value pair immediately following the source key-value pair for the JSON object that you want to be affected by this Boolean filter.
"objectsToInclude":[
{
"source":"zpl__ContractLineItem__c",
"sourceFilterField":"zpl_aiq_Type__c",
"lookupField":"zpl__Contract__c",
"iQAConfiguration":"",
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