Filter lines in Copy and Template lists
  • 14 May 2024
  • 1 Minute to read
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Filter lines in Copy and Template lists

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Article summary

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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