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KarenC Need to create a button that will clone a quote and the related quote line items
Was wondering if someone has successfully accomplished cloning a quote and the related quote line items? I need it to create a new quote revision without creating a whole new quote with new quote number...just a new revision number.
I am struggling and thought that this task has probaly been done by someone "out there"...
I appreciate your help!!
Salesforce has explicitly designed Quotes to not be "cloneable" (at least, not very easily). The following parameters are needed to successfully clone a Quote:
clone=1 -- Tells the application to use the clone feature.
oppid=Quote.OpportunityId -- Tells the application which opportunity this is for
id=Quote.Id -- Tells the application which quote to clone
You would use the New Quote action (see URLFOR) to create a button that would clone the quote.
However, they have explicitly blocked access in the Merge Field feature of the URL builder to Quote.OpportunityId, so you can't directly create a button on the quote that would clone the quote.
You can, however, use the AJAX toolkit (see the documentation) to first query for the opportunity ID, then construct an appropriate URL that could be used to create this button.
You will need a button type "execute JavaScript" on the Quote object as a detail button, then use the following:
{!REQUIRESCRIPT("/soap/ajax/22.0/connection.js")} result = sforce.connection.query("select id,opportunityid from Quote where id = '{!Quote.Id}'") window.top.location.href ="{!URLFOR( $Action.Quote.NewQuote ,null,[clone=1,id=Quote.Id,retURL="/"&Quote.Id],true)}&oppid=" +
result.records.OpportunityId
This button simply queries the existing opportunity ID, then passes all the parameters it needs to clone the quote. You can also add "save=1" if you want to skip the creation page and directly go to a new saved quote.
Thanks sfdcfox!!! Sorry for the delayed reply - just getting back around to this.
That worked perfectly!! You rock!!
I have one more question for you...
Once I clone the quote I need to increment a revison number by 1. This has to be done within a quote (custom quote number field = quote_number_test__c ) also within the opportunity.
I am thinking I will need a before insert apex trigger. I am totally new to this - but this is what I am thinking...what to you?
Here goes :
trigger updatequoterevision on Quotes (before insert)
{
ID RevisionNum;
Quotes[] QT = trigger.new;
for (quotes Q:QT)
{
if (Q.revision? = true) // this is a boolean that is set when the click the "clone quote button
{
ID QuoteRevisionNum = select max(version__c) + 1 from quotes
where opportunity = :opportunity // within the current opp
and quote_number_test__c = :quote_number_test__c; //within the current quote
q.version__c = QuoteRevisionNum;
}
}
}
I've tried the above code in the second post and I am still unable to 'clone' a quote. Instead, it takes me to the new quote screen and requires me to select type of quote I want ( we have two record types for quotes). Once I select the appropriate record type, Im able to edit the new quote but none of the values from the cloned quote transfer over.
I have just confirmed that if I inactive one of the record types, the above code in the second post works PERFECT!
My question is, what changes to the code need to be made in order to utilize two record types.
Thank you sfdcfox.
I used the same logic as mentioned above. But my quoteline items have some custom fields and those values are not being copied in my clone quote.
Any suggestions on how to copy the custom field values??
Hello sfdcfox
I used the code that you listed and it worked perfectly. How would I clone the actual Quote Line Items?
thank you
QR Rob
Hi
I seem to be having a bit of bother with this part of the code ,true)}&oppid=" + its saying Syntax error, have i missed something? Any help really appreciated! :)
Hi QR Rob
I cant seem to make this bit work......,true)}&oppid=" + its saying Syntax error, have i missed something? Any help really appreciated! :)
Capitalize TRUE, this is what worked for me.
Hi sfdcfox,
Thanks for this. May i know where should i put the code (or how the code should be) . When cloning a quote i want a specific field to come as null. Is this possible?
when cloning, all the field values will be cloned except for the STATUS field value. I want this value to be null.
Thanks,
Del
Is there a way to clone the quote and keep the quote line items instead of pulling the opportunity line items?
Thanks for that! Dont suppose you have written a class for this have you? :):)
thanks.
{!REQUIRESCRIPT("/soap/ajax/22.0/connection.js")}
2result = sforce.connection.query("select id,opportunityid from Quote where id = '{!Quote.Id}'")
3window.top.location.href =<br> "{!URLFOR( $Action.Quote.NewQuote ,null,[clone=1,id=Quote.Id,retURL="/"&Quote.Id],true)}&oppid=" +<br> result.records.OpportunityId
I found a way to make this code work:
{!REQUIRESCRIPT("/soap/ajax/22.0/connection.js")}
result = sforce.connection.query("select id,opportunityid from Quote where id = '{!Quote.Id}'")
window.top.location.href =
"{!URLFOR( $Action.Quote.NewQuote ,null,[clone=1,id=Quote.Id,retURL="/"&Quote.Id],true)}&oppid=" +
result.records.OpportunityId
Removing <br> helped.
Can you tell me how to implement this ? I am new to Salesforce and not pretty sure about creating URL.
{!REQUIRESCRIPT("/soap/ajax/22.0/connection.js")}
result = sforce.connection.query("select id,opportunityid from Quote where id = '{!Quote.Id}'")
window.top.location.href =
"{!URLFOR( $Action.Quote.NewQuote ,null,[clone=1,id=Quote.Id,retURL="/"&Quote.Id],true)}&oppid=" +
result.records.OpportunityId
Now I need to work out a way to do this in Lightning since OnClick isn't supported. Flow, here I come.
If yes, can you please guide me with the steps. I want to clone the Quote along with the line items.
I tried implementing flow as well but keep getting an error.
"This error occurred when the flow tried to create records: FIELD_INTEGRITY_EXCEPTION: The price book entry is in a different price book than the one assigned to the Quote, or Quote has no price book assigned.: Price Book Entry ID."
I did added the PricebookentryId and ProductId while creating Quote line items and my product is also added to the standard price book.
Not able to figure out what the exact issue is.
I was able t o resolve the issue now with the flow. I was not assigning Pricebook2Id to the Cloned quote object from original quote.
Sure, below is the flow which I created (Note: I am still doing thorough testing on this, initial round of testing looks fine)
Element 1: Get Records(Get Quote details) --> Get the current quote details, the quote which needs to be cloned
Element 2: Create Records(Create Cloned Quote) --> create Quote object without passing ID parameter (Pricebook2Id is a must parameter which needs to be obtained from Element 1)
Element 3: Screen --> completely optional (it just guides user to click additional next button)
Element 4: Get Records (Get Quote Line Items) --> fetch all the quote line items WHERE QuoteId equals recordId (here we must fetch the fields Product2Id & PricebookEntryId)
Element 5: Loop --> loop through each element 4
Element 6: Create Records(Create line items for Cloned Quote) --> Here we need to link cloned line items with the cloned quote id (else cloned quote line items will be linked back to the original quote)
Element 7: Get Records(Get Cloned Quote Number) --> fetching the cloned quote number using cloned quote id (from element 2) for display purpose
Element 8: Screen --> Optional (just displaying the cloned quote number)
Note: Above quote can be improved since we are performing DML operation(Element 6) inside the loop. Fetch all the Quote line items and store it in the collection variable and pass the collection to Create Record element directly to save the resources.
Can we use screen flows to clone quote and quote line items? Requirement is to have a clone quote button on quote object. On clicking it should display list of quote line items. Users can select quote line items related to the quote.
I know flows can be used in quick actios. But can we display screen containing quote line items and allow users to select it? can this be achieved through screen flows?