---
title: "Filter lines in copy and template lists"
slug: "filter-lines-in-copy-template"
description: "Configure filters to control what lines should be copied/deleted in Copy and Template lists."
updated: 2024-05-14T13:06:43Z
published: 2024-05-14T13:06:43Z
canonical: "docs.zilliant.com/filter-lines-in-copy-template"
---

> ## 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.

# 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

          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](/v1/docs/json-examples-for-the-copy-directives)), 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":"",
```