ActionCreateEstimate
Creates one or more new estimates from the given field values, optionally copying related records from a source estimate or template. Use this action for direct control over the fields of the new estimates. To start from scratch instead, use Create Blank Estimate. To copy an entire estimate onto an opportunity or as a new template, use Create Estimate from Estimate or Create Template Estimate from Estimate instead. Returns each new estimate record and a job ID.
| Property | Value |
|---|
| Label | Create Estimates |
| Category | Estimates |
| Since | December 2022 |
| Read-only | No |
| Supports Agents | No |
| Supports Flows | Yes |
| Async Action | Yes |
| Keywords | create, copy, clone, estimate, template, source estimate, role request, asynchronous |
Request Parameters
| Field | Type | Label | Description | Required |
|---|
EstimateData | Estimate__c | Estimate Data | An estimate record with field values for the new estimate. | Yes |
SourceEstimateId | Id | Source Estimate Id | The estimate to copy related records from. | No |
IncludeSkills | Boolean | Include Skills | If true, skills are copied from the existing estimate to the new estimate. The default value is true. | No |
IncludeEstimatedExpenses | Boolean | Include Estimated Expenses | If true, estimated expenses are copied from the existing estimate to the new estimate. The default value is true. | No |
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. | No |
IncludeSchedules | Boolean | Include Schedules | If true, schedules are copied from the existing estimate to the new estimate. The default value is true. | No |
IsTemplate | Boolean | Is Template | If true, the new estimate is marked as a template. The default value is false. | 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 new estimate currency. Records independent of estimate products are always converted to the new 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 source estimate. If no source estimate is specified, this will have no effect. | No |
PracticeOverride | Id | Practice Override | The practice of the copied role requests. This will override the practice specified on the source estimate. If no source estimate is specified, this will have no effect. | No |
GroupOverride | Id | Group Override | The group of the copied role requests. This will override the group specified on the source estimate. If no source estimate is specified, this will have no effect. | No |
Response Parameters
| Field | Type | Label | Description | Required |
|---|
JobId | Id | Job Id | The AsyncApexJob Id. If this is null, the request was completed synchronously. | Yes |
Estimate | Estimate__c | Estimate | The estimate record. | Yes |
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