ActionAddToProjectFromEstimate
Pushes an estimate's role requests and tasks onto an existing project as resource requests and project tasks, in the same transaction. Use this action to add an estimate, or specific estimate product instances or billing groups, to a project synchronously. To add the estimate to its opportunity instead, use Add to Opportunity from Estimate. Use Add to Project from Estimate Asynchronously instead for large estimates. Returns per-request errors.
| Property | Value |
|---|
| Label | Add to Project from Estimate |
| Category | Estimates |
| Since | May 2024 |
| Read-only | No |
| Supports Agents | No |
| Supports Flows | Yes |
| Async Action | No |
| Keywords | add, create, convert, estimate, project, resource request, project task, billing group |
Request Parameters
| Field | Type | Label | Description | Required |
|---|
EstimateId | Id | Estimate ID | The ID of the estimate that contains the records being added to project. | Yes |
ProjectId | Id | Project ID | The ID of the project to add estimate records to. | Yes |
EstimateProductIds | List<Id> | Estimate Product IDs | A list of IDs of the estimate product instances to be added to the project. | No |
EstimateBillingGroupIds | List<Id> | Estimate Billing Group IDs | A list of IDs of the estimate billing groups to be added to the project. | 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 |
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 project. | Yes |
ProjectId | Id | Project ID | The ID of the project to add estimate records to. | Yes |
Errors | List<InvocableAddToProjectFromEstimateError> | Errors | A list containing errors that occurred while processing the request. | No |
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