global static List<ffscpq.CreateProjectFromEstimateService.CreateProjectFromEstimateAsyncResponse> createProjectsFromEstimatesAsync(List<ffscpq.CreateProjectFromEstimateService.CreateProjectFromEstimateAsyncRequest> requests)

A method that creates projects from estimate details. The method will also add details from the estimates to the related opportunities.

Input Parameters

Return Value

This service returns CreateProjectFromEstimateAsyncResponse in a list that parallels the input list.

Sample Code

//Note: This sample code is for demonstration purposes only. It is not intended for
//use in a production environment, is not guaranteed against defects or errors, and
//is in no way optimized or streamlined.

// The ID of the estimate that contains the details you want to create a project from. A request is required for each project you want to create.
Id estimateId = 'a6B5C0000004VrnUAE';

// Provide the request with details of the project to be created.
pse__Proj__c project = new pse__Proj__c(
    Name = 'My Project',
    pse__Region__c = 'a2y7e0000017KIqAAM',
    pse__Start_Date__c = Date.newInstance(2022, 1, 1),
    CurrencyIsoCode = 'USD'
);

// Provide the request with the estimate product IDs that you want to create a project from. If you want to create a project using all of the estimate products, you can select them all as shown in this example.
List<ffscpq__Estimate_Product_Instance__c> estimateProductInstances = [
    SELECT Id
    FROM ffscpq__Estimate_Product_Instance__c
    WHERE ffscpq__Estimate__c = :estimateId
];
Set<Id> estimateProductInstanceIds = new Map<Id, ffscpq__Estimate_Product_Instance__c>(
        estimateProductInstances
    )
    .keySet();

// Construct the request.
ffscpq.CreateProjectFromEstimateService.CreateProjectFromEstimateAsyncRequest request = new ffscpq.CreateProjectFromEstimateService.CreateProjectFromEstimateAsyncRequest(
    estimateId,
    project
);
request.EstimateProductIds = estimateProductInstanceIds;

// You can optionally disable records independent of estimate products so that they are not included in the project.
request.IncludeRecordsIndependentOfEstimateProducts = false;

// This is an optional setting that provides additional fields to consolidate estimate role requests by when generating resource requests.
request.AdditionalAggregationFieldPaths = new List<String>{
    'ffscpq__Estimate_Role_Request__c.Test__c',
    'ffscpq__Estimate_Role_Request__c.ffscpq__Estimate_Task__r.Custom_Field__c'
};

// You can set this to false if you don't want to consolidate estimate role requests by skills when generating resource requests.
request.AggregateBySkills = false;

// You can set this to false if you don't want to create opportunity line items.
request.CreateOpportunityLineItems = false;

List<ffscpq.CreateProjectFromEstimateService.CreateProjectFromEstimateAsyncResponse> responses = ffscpq.CreateProjectFromEstimateService.createProjectsFromEstimatesAsync(
    new List<ffscpq.CreateProjectFromEstimateService.CreateProjectFromEstimateAsyncRequest>{
        request
    }
);

// Extract the response data
System.debug('The estimate ID: ' + responses[0].EstimateId);
System.debug('The created project ID: ' + responses[0].ProjectId);

// Extract errors
System.debug('Number of errors: ' + responses[0].Errors.size());
if (!responses[0].Errors.isEmpty()) {
    System.debug('Error message: ' + responses[0].Errors[0].Message);
}

global CreateProjectFromEstimateAsyncRequest(Id estimateId, pse__Proj__c projectDetails)

Input Parameters

Sample Code

//Note: This sample code is for demonstration purposes only. It is not intended for
//use in a production environment, is not guaranteed against defects or errors, and
//is in no way optimized or streamlined.

// The ID of the estimate that contains the details you want to create a project from. A request is required for each project you want to create.
Id estimateId = 'a6B5C0000004VrnUAE';

// The field values for the project to be created.
pse__Proj__c project = new pse__Proj__c(
    Name = 'My Project',
    pse__Region__c = 'a2y7e0000017KIqAAM',
    pse__Start_Date__c = Date.newInstance(2022, 1, 1)
);

// Provide the request with the estimate product IDs that you want to create a project from. If you want to create a project using all of the estimate products, you can select them all as shown in this example.
List<ffscpq__Estimate_Product_Instance__c> estimateProductInstances = [
    SELECT Id
    FROM ffscpq__Estimate_Product_Instance__c
    WHERE ffscpq__Estimate__c = :estimateId
];
Set<Id> estimateProductInstanceIds = new Map<Id, ffscpq__Estimate_Product_Instance__c>(
        estimateProductInstances
    )
    .keySet();

// Construct the request.
ffscpq.CreateProjectFromEstimateService.CreateProjectFromEstimateAsyncRequest request = new ffscpq.CreateProjectFromEstimateService.CreateProjectFromEstimateAsyncRequest(
    estimateId,
    project
);
request.EstimateProductIds = estimateProductInstanceIds;

// You can optionally disable records independent of estimate products so that they are not included in the project.
request.IncludeRecordsIndependentOfEstimateProducts = false;

// This is an optional setting that provides additional fields to consolidate estimate role requests by when generating resource requests.
request.AdditionalAggregationFields = new Set<String>{
    'ffscpq__Estimate_Role_Request__c.ffscpq__Test__c',
    'ffscpq__Estimate_Role_Request__c.ffscpq__Estimate_Task__r.ffscpq__Custom_Field__c'
};

// You can set this to false if you don't want to consolidate estimate role requests by skills when generating resource requests.
request.AggregateBySkills = false;

// You can set this to false if you don't want to create opportunity line items.
request.CreateOpportunityLineItems = false;