Filter lines in Copy and Template lists

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

• 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":"",