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We have two entities - Opportunites and Contracts, that we would like to have linked in a way that when a opportunity is closed as "won", a contract is created from the originating opportunity, and the new contract is populated with information from the closed opportunity. We have this link working in a similar way between the Leads and Opportunities entities (when a lead is qualified, a opportunity is created from the lead and select info from the lead populates the opportunity), but cant seem to get it to work the same way between Opportunities and Contracts.
It should flow as follows:
Lead ->Opportunity ->Contract ->Project
Thanks in advance, Chris
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Thank you for the response. My only other question is that in the event that a user reopens the opportunity and then closes it as won again (which may happen from time to time), it would create a second contract. Is there a way to prevent this? I only want a contract to be created the first time the opportunity is won...
Create a relationship: Go to settings>>Customization>>Customize the system>>Entity>>Opportunity>>1:N>>New>> Create Opportunity to Contract relationship here
Map fields one by one
Create a workflow or Plugin: Entity = opportunity
Trigger on status change
Check condition= when opportunity status= won
Action= create contract (map fields here as well)
Update your Business process Flow (if any): On the Contract 1st stage, select relationship = 'name of the relationship' between opportunity and contract
Is there a way to build the workflow into a Process Flow? The reason we wanted to create this link is so that we could make a single Process Flow that takes the user through the entire process, from Lead through to Project. Currently, with the gap between Opportunities and Contracts, we have not been able to make this Process Flow.
The relationship you describe between the Lead and Opportunity entities is OOTB. To do something similar in your transition from a won Opportunity to a Contract, I recommend using a workflow that fires when the opportunity is won, and use data from that won opportunity to create the Contract record.
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