ActionCloneScopingSession
Clones an existing Guided Scoping session into a new scoping session. Use this action to reuse a scoping session as a starting point. Name, description, and opportunity default to the source session's values when left blank. Accepts exactly one request per call. Returns the ID of the newly cloned scoping session.
| Property | Value |
|---|
| Label | Clone Scoping Session |
| Category | Scoping Sessions |
| Since | Spring 2025 |
| Read-only | No |
| Supports Agents | Yes |
| Supports Flows | Yes |
| Async Action | No |
| Keywords | clone, copy, duplicate, reuse, scoping session, guided scoping, opportunity, estimating |
Request Parameters
| Field | Type | Label | Description | Required |
|---|
ScopingSessionId | Id | Scoping Session ID | An estimate record with field values for the new estimate. | Yes |
OpportunityId | Id | Opportunity ID | Opportunity ID to be set on the new scoping session. | No |
Name | String | Scoping Session Name | Name value to be set on the new scoping session. | No |
Description | String | Scoping Session Description | Description value to be set on the new scoping session. | No |
Response Parameters
| Field | Type | Label | Description | Required |
|---|
ScopingSessionId | Id | Scoping Session ID | The scoping session ID | Yes |
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