Bug in Quote Creation

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  • Updated 6 years ago
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When quote is created for an opportunity that has line items, the out of the box
SF functionality creates quote line items from the oppty line items.

However when I create the quote from the related table of the Opportunity using skuid, the quote line items are not created. However the quote is correctly associated with the opportunity.

Please let me know if I am missing anything. 
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Jaust

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  • unsure

Posted 6 years ago

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Rob Hatch, Official Rep

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We have not recreated the standard Salesforce "create quote" functionality within Skuid yet.  Thought the basic means of grabbing the opportunity line items and pushing them into the quote are out there.    The easiest way to get this to work will be to call the standard Salesforce New Quote page from your skuid page - either as a global action on the quote related list,  or as a page action button.  

In both cases the action type will be redirect and the redirect URL will be somthing like this: 

/0Q0/e?retURL=%2F{{$Model.Opportunity.data.0.Id}}&oppid={{$Model.Opportunity.data.0.Id15}}

Note: In the merge syntax above the word "Opportunity" needs to be replaced with the model name for your opportunity. 

Hope that helps. 

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Jaust

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Thanks Rob

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