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Import Scenario: Opportunity -> Create Quote Action

  • 22 April 2022
  • 4 replies
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M

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

 

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Best answer by vkumar 22 April 2022, 07:40

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Hi @mhoss2022 

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,

VijayKumarU
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@vkumar   Vijay, thsi sho0uld work since it doesn’t actually jump to another screen.  If you Create Quote and then select CREATE as the dialogue answer then it just creates a quote without ever leaving Opportunity screen.

 

 

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It does work and I just figured it out!!

Chris Hackett
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Thank you for sharing your solution with the community @dgross54 !

Chris ~ Let us know how we're doing: https://forms.office.com/r/xmJUdZ1QE5 - A member helped you, please *Like* their post. A member provided an answer to your question, please mark it as *Best Answer*.

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