I’m trying to create an import scenario that will trigger the “Create Quote” button on the opportunity record.
I’ve tried placing the dialoges in a few different spots and using opportunity summary for the <Dialog Answer>. No luck yet.
Thanks for the help,
Matt
Best answer by vkumar
Hi
This will not work on import scenario. Import scenario actions work if its performed on same screen (Opportunity screen ScreenID : CR304000). Since create quote moves control to another screen (screenID: CR304500 Sales quotes ), it wont work on an import scenario created on opportunity screen in this case.
As workaround, here is what you can do:
-Create an import scenario to import opportunities first (ScreenID:CR304000)
-Create a separate import scenario to create quotes from opportunity (ScreenID:CR304500)
Hope this clarifies.
Regards,
Hi
This will not work on import scenario. Import scenario actions work if its performed on same screen (Opportunity screen ScreenID : CR304000). Since create quote moves control to another screen (screenID: CR304500 Sales quotes ), it wont work on an import scenario created on opportunity screen in this case.
As workaround, here is what you can do:
-Create an import scenario to import opportunities first (ScreenID:CR304000)
-Create a separate import scenario to create quotes from opportunity (ScreenID:CR304500)
Hope this clarifies.
Regards,
Thank you for sharing your solution with the community
It does work and I just figured it out!!
Hi do you recall what you did to resolve this? running into the same issue. Thanks!
Edit: I used ‘OK’ instead of ‘CREATE’ and it worked.
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