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Junior007Junior007 

How to Copy Quotes to Custom object

Hi,

 

In Quotes i have button to create a new Order(which is my custom object) i want to display all Quote  Details including Quote Line Items in  the custom(Order) object, How to deal with it.

 

Any help would be appreciated

 

Sonam_SFDCSonam_SFDC

Hi,

 

I would suggest you to create a relationship between Quotes and Order Object.


This way you can add a Quotes Related list on Order page layout and show the details of the quote associated to the Order.
Junior007Junior007

Hi Sonam,

 

Have a lookup relationship from Order to Quote but am not getting Quote in Order Object Related Lists as we get for other objects.