COBBLESTONE SOFTWARE

Contract Insight — User Guide

Field Mapper

03. Admin User Manual › Account Maintenance › Field Mapper

Note: Each procedure in this guide begins at the Contract Insight homepage, so any section can be followed on its own. Custom fields are configurable, so the exact field list on a contract category record may vary between environments.

1. Overview

Create-From-Context Field Maps (the modern Field Mapper) define which fields pre-fill automatically when one record is created from another — for example a Request converted into a Contract — by mapping a source record's fields onto a compatible-type target field.

2. Key Elements

• Administration → Field Maps: choose a FROM source record area (Contract Requests, Catalog Items, Purchase Request Items, Vendors/Customers, Solicitation Details and more) and a TO target area
• Target fields offered are limited to those whose data type matches the selected source field
• Application Settings' Contracts category exposes a related toggle, "Copy Contract Legacy Functionality," that switches the record Copy button between an exact field-for-field copy and this Field Mapper-driven copy

3. Quick Reference Summary

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