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Itayb34Itayb34 

Line Items from Opportunity to Service Contracts

Hello

 

I'm looking to create Service contracts with line items from opportunity using visual workflow. The process is:

1. opportunity is changed to closed won (includes opportunity products)

2. user clicks a "create Service contract" button

3.  user enters several input fields (related contact, expiration date)

4. service contract is created - start date is create date, end date is expiration date entered by the user. Most important are the line items, I want to add only M&S line items to the new SC.

 

Has anyone implemented something similar?

 

Thanks!

 

Itay

RajaramRajaram

You should be able to do this in Visual Workflow using the record create elements. Depending on the use case, you can even create multiple items in a loop.