ActionAddToOpportunityFromEstimate
Pushes an estimate's role requests to its related opportunity as resource requests, and optionally creates matching opportunity products, in the same transaction. Use this action to add an estimate, or specific estimate product instances, to its opportunity synchronously. Use Add to Opportunity from Estimate Asynchronously instead for large estimates. Returns per-request errors.
| Property | Value |
|---|
| Label | Add to Opportunity from Estimate |
| Category | Estimates |
| Since | May 2024 |
| Read-only | No |
| Supports Agents | No |
| Supports Flows | Yes |
| Async Action | No |
| Keywords | add, create, aggregate, estimate, opportunity, opportunity product, resource request |
Request Parameters
| Field | Type | Label | Description | Required |
|---|
EstimateId | Id | Estimate ID | The ID of the estimate that contains the records being added to the related opportunity. | Yes |
EstimateProductIds | List<Id> | Estimate Product IDs | A list of IDs of the estimate product instances to be added to opportunity. | No |
IncludeRecordsIndependentOfEstimateProducts | Boolean | Include Records Independent of Estimate Products | If true, records independent of estimate products are added to the related opportunity. The default value is true. | No |
AdditionalAggregationFieldPaths | List<String> | Additional Role Request Consolidation Fields | Additional fields to consolidate estimate role requests by when creating resource requests. | No |
AggregateBySkills | Boolean | Consolidate by Skills | If true, role requests are consolidated by skills. The default value is false. | No |
CreateOpportunityLineItems | Boolean | Create Opportunity Products | If true, opportunity products are created for each estimate product instance. The default value is true. | No |
GroupingConfiguration | String | Grouping Criteria Configuration | The grouping criteria fields configuration to use when consolidating role requests into resource requests, enter either API_INPUT_GROUPING or ESTIMATE_STORED_GROUPING. When set to ESTIMATE_STORED_GROUPING, AdditionalAggregationFieldPaths and AggregateBySkills are ignored from the grouping criteria configuration. The default is API_INPUT_GROUPING. | No |
Response Parameters
| Field | Type | Label | Description | Required |
|---|
EstimateId | Id | Estimate ID | The ID of the estimate that contains the records being added to the related opportunity. | Yes |
Errors | List<InvocableAddToOpportunityError> | Errors | A list containing errors that occurred while processing the request. | No |
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