When an Opportunity is "Booked", the system can copy specified fields from the Opportunity to the Contract. This is a one time copy and will not be updated once the Opportunity is moved to a "Booked" state.


To enable the field copy, create a field set on the Opportunity called "ContractFields". The API name will need to match and be labeled as "ContractFields" as well.



Drag in your choice of Opportunity fields into the field set. If a corresponding field on the Contract is found with the SAME API Name, and "Type" it will copy the value. If the field is not found, it will be skipped. The system also checks the field is updateable.


An example matrix would be like this:


Opportunity FieldContract FieldCopied?
CustomField__c (Text)CustomField__c (Text)
YES
Custom_Not_Field__c (Text)    Custom_noMatch_Field__c (Text)    
NO