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Michael Yocca
Clone Quote PDF and attach to parent opportunity
Hi,
I have a working trigger on Quote for when the status is changed to 'Accepted' it calls a helper class to clone associated attachments and set the parent Id to the Opportunity that the quote lookups to. It works, problem is I was targeting the quote pdf that is generated from the build in "Create PDF" button" and shows up in the Notes & Attachments related list as well as the Quote PDFs related list.
Does anyone know the object reference I am looking for? I realize the same result could be done by utilizing visualforce however the purpose of this trigger is to replicate a "Send with Docusign" javascript button that pulls related quote attachments into the envelope in classic experience, to lightning experience.
I have a working trigger on Quote for when the status is changed to 'Accepted' it calls a helper class to clone associated attachments and set the parent Id to the Opportunity that the quote lookups to. It works, problem is I was targeting the quote pdf that is generated from the build in "Create PDF" button" and shows up in the Notes & Attachments related list as well as the Quote PDFs related list.
Does anyone know the object reference I am looking for? I realize the same result could be done by utilizing visualforce however the purpose of this trigger is to replicate a "Send with Docusign" javascript button that pulls related quote attachments into the envelope in classic experience, to lightning experience.
https://developer.salesforce.com/docs/atlas.en-us.api.meta/api/sforce_api_objects_quotedocument.htm
All Answers
https://developer.salesforce.com/docs/atlas.en-us.api.meta/api/sforce_api_objects_quotedocument.htm