Services Estimator Invocable Action Reference

ActionCloneScopingRequirementSet

Clones an existing scoping requirement set onto an estimate product. Creates a copy of all requirements, responses, display conditions, and variables. When the target estimate product is the same as the original, scoping actions are also copied. Use this action when the user wants to reuse an existing requirement set as a starting point on the same or a different estimate product. Returns the ID of the newly cloned scoping requirement set.

PropertyValue
LabelClone Scoping Requirement Set
CategoryGuided Scoping
SinceSummer 2026
Read-onlyNo
Supports AgentsYes
Supports FlowsYes
Async ActionNo
Keywordsclone, copy, scoping, requirement set, estimate product, guided scoping, reuse

Request Parameters

FieldTypeLabelDescriptionRequired
scopingRequirementSetIdIdScoping Requirement Set IDThe ID of the scoping requirement set to clone.Yes
estimateProductIdIdEstimate Product IDThe ID of the estimate product to link the cloned requirement set to.Yes
nameStringNameThe name of the cloned requirement set.Yes
descriptionStringDescriptionThe description of the cloned requirement set.No

Response Parameters

FieldTypeLabelDescriptionRequired
clonedRequirementSetIdIdCloned Requirement Set IDThe ID of the newly cloned scoping requirement set.No
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