Linking new fields when generating a Quote from an Opportunity

[sylvestermatox@gmail.com]

Hello

I have added a new field to Opportunities and Quotes called "Sales Category".

When the Opportunity is created, the user selects the appropriate category.

How do I pull the data for this new field when generating a quote from this Opportunity?

I have a similar issue when converting a lead into a contact.

Please could someone assist me with this issue.

[rabii]

easy way is to use before script formula, e.g if you have the same field on quote (Sales category) then in your quote formula script you can use a code like below:

if(entity\isNew() && opportunityId) {
    salesCategory = salesCategory
}​ 

In order for this to work you need to have the same options on both fields in both quote and opportunity.

> I have a similar issue when converting a lead into a contact.

For this you just need to have the same field (same name) on both lead and contact and then go to administration > entityManager > contact > layouts > convert layout and then place the field on the form.

This way when the lead is converted automatically the field will be copied to the same field on the contact side.

[sylvestermatox@gmail.com]

Thank you.