Copy fields from parent request to contract request

  • Freigeben Version: Australia
  • Aktualisiert 12. März 2026
  • 1 Minute Lesedauer

    • Configure the ContractManagementExt extension point to automatically copy required fields from the parent record to the contract request when it is initiated.

    Vorbereitungen

    Role required: admin

    Prozedur

    1. Navigate to All > System Extension Points > Scripted Extension Points.
    2. In the API Name field, enter sn_cm_core.ContractManagementExt.
    3. Select the record.
    4. In the Related Links section, select Create implementation.
    5. On the Script Include form, fill in the fields.

      For a description of the field values, see Scripted Extension Point form fields.

    6. In the Script field, update the copyDataFromBUToCMR function to configure the fields that you want to copy from the parent record to the contract request.
      For example, if you want to copy the Account and End date fields from a parent record to contract request, you can use the following:
      copyDataFromBUToCMR: function(parentRequestGr) {
	return {
         data: {
          'account': parentRequestGr.getValue('account'),
          'end_date': parentRequestGr.getValue('contract_end_date'),
   }
  };
},
      Hinweis:
      The data type of the parent record field and the contract request field must match.
    7. Select Update.
    8. In the Extension Point form, select Update.

    Ergebnisse

    When a contract request is initiated, the configured fields are automatically populated with the corresponding values from the associated parent record.