ActionAddFromEstimateTemplate
Copies related records from a source estimate or template into an existing destination estimate, asynchronously, offsetting dates to fit the given start and end dates. Use this action to merge a template's content into an estimate that already exists. To create a brand new estimate from a template instead, use Create Estimate from Estimate. Returns a job ID to track completion.
| Property | Value |
|---|
| Label | Add from Estimate Template |
| Category | Estimates |
| Since | Spring 2023 |
| Read-only | No |
| Supports Agents | No |
| Supports Flows | Yes |
| Async Action | Yes |
| Keywords | copy, add, merge, estimate, template, estimate product instance, role request, asynchronous |
Request Parameters
| Field | Type | Label | Description | Required |
|---|
SourceEstimateId | Id | Source Estimate Id | The estimate to copy related records from. | Yes |
DestinationEstimateId | Id | Destination Estimate Id | The estimate to copy related records to. | Yes |
DestinationEstimateProductInstanceId | Id | Destination Estimate Product Instance Id | The estimate product instance to copy related records to. It must be associated with the destination estimate | No |
StartDate | Date | Start Date | The start date of the earliest records from the template. All other records will be offset relative to this date. | No |
EndDate | Date | End Date | The end date of the latest records from the template. All other records will be offset relative to this date. | No |
IncludeSkills | Boolean | Include Skills | If true, skills are copied from the existing estimate to the new estimate. The default value is true. | Yes |
IncludeEstimatedExpenses | Boolean | Include Estimated Expenses | If true, estimated expenses are copied from the existing estimate to the new estimate. The default value is true. | Yes |
IncludeEstimateVendorLineItems | Boolean | Include Vendor Line Items | If true, vendor line items are copied from the existing estimate to the new estimate. The default value is true. | Yes |
IncludeSchedules | Boolean | Include Schedules | If true, schedules are copied from the existing estimate to the new estimate. The default value is true. | No |
UseSourceTemplateCurrencies | Boolean | Use Source Template Currencies | If true, estimate product instances and their related records are copied in their original currencies. If false, they are converted to the target estimate currency. Records independent of estimate products are always converted to the target estimate currency. The default value is false. | No |
RegionOverride | Id | Region Override | The region of the copied role requests. This will override the region specified on the estimate template. | No |
PracticeOverride | Id | Practice Override | The practice of the copied role requests. This will override the practice specified on the estimate template. | No |
GroupOverride | Id | Group Override | The group of the copied role requests. This will override the group specified on the estimate template. | No |
Response Parameters
| Field | Type | Label | Description | Required |
|---|
SourceEstimateId | Id | Source Estimate ID | The ID of the estimate to copy records from. | Yes |
DestinationEstimateId | Id | Destination Estimate ID | The ID of the estimate to copy records to. | Yes |
JobId | Id | Job Id | The AsyncApexJob ID. If this is null, the request was not processed due to an error. | No |
Errors | List<AddFromEstimateTemplateService.AddFromEstimateTemplateError> | Deprecated: Errors | Not in use. | No |
Errors2 | List<InvocableAddFromEstimateTemplateError> | Errors | A list containing errors that occurred while processing the request. | No |
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