CarryOverOptions

Which pieces of the source contract are copied onto the duplicate.

Defaults mirror the "Recommended" tab in the duplication modal — everything on. The "Customize" tab lets the user turn individual items off. Tasks and activities are intentionally not represented here: by product decision they are never copied (they stay on the source contract; new activities begin logging on the duplicate from its creation onward — same as lead → deal).

  • contractOwners
    Type: boolean

    Copy csmOwner / aeOwner

  • customFieldValues
    Type: boolean

    Copy contract-level custom field values

  • filesAndAttachments
    Type: boolean

    Copy the uploadFiles references

  • onboardingStatusAndWorkflows
    Type: boolean

    Copy onboarding stage and start/completed dates

  • peopleInContract
    Type: boolean

    Copy manually-added people (auto-added people are re-synced)

  • retentionWorkflowsData
    Type: boolean

    Copy per-contract workflow responses and scores