Happy Business Starts Here

0 Kudos

Support "carry forward" field set on subscription

Currently, fields can be mapped from quote to subscription by giving them identical names and formats and adding them to the "Custom Quote Fields" field set.  It would be an advantage if there were a second field set to which these fields could be added, to cause them to populate on amendment, renewal, and cancellation quotes based on their values in the original subscription - something like "Carry Forward Fields".


In our own use case, custom fields contain the unique key of the service being subscribed in our system.  These keys are needed to retrieve the account for provisioning/reprovisioning/deprovisioning, and should retain their original values throughout the life of the subscription (so if the original subscription is updated, every quote based on it should update as well).  Currently this must be done with a pair of triggers, one on quote and one on subscription.