Services Estimator Invocable Action Reference

ActionAddEstProductsToScopingSession

Associates existing estimate products with a scoping session. Use this action to make estimate products available for scoping in Guided Scoping. This action only supports a single scoping session per call. Returns the IDs of the scoping session to estimate product links that were created.

PropertyValue
LabelAdd Estimate Products to Scoping Session
CategoryGuided Scoping
SinceSpring 2025
Read-onlyNo
Supports AgentsYes
Supports FlowsYes
Async ActionNo
Keywordsadd, associate, link, create, estimate product, scoping session, guided scoping, estimate

Request Parameters

FieldTypeLabelDescriptionRequired
ScopingSessionIdIdScoping Session IDThe scoping session to add estimate products to.Yes
EstimateProductIdsList<Id>Estimate Product IDsIDs of the estimate Products to be added to the scoping sessionYes

Response Parameters

FieldTypeLabelDescriptionRequired
ScopingSessionEstimateProductIdsList<Id>Scoping SessionThe estimate record.Yes
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