ActionCreateProjectRecordFromEstimate
Creates a new project record for an estimate, applying field-mapping defaults derived from the estimate to any fields not already set on the supplied project details. Use this action to create the project shell before adding the estimate's content to it. It does not add role requests or tasks to the project. Use Add to Project from Estimate or Add to Project from Estimate Asynchronously afterward for that. Returns the created project ID.
| Property | Value |
|---|
| Label | Create Project Record from Estimate |
| Category | Estimates |
| Since | May 2024 |
| Read-only | No |
| Supports Agents | No |
| Supports Flows | Yes |
| Async Action | No |
| Keywords | create, insert, project, estimate, field mapping, provisioning |
Request Parameters
| Field | Type | Label | Description | Required |
|---|
ProjectDetails | pse__Proj__c | Project Details | A project record with the specified values for the new project. Values on this record will not be overwritten by field mapping values. | No |
EstimateId | Id | Estimate ID | The ID of the estimate to create the project from. | Yes |
Response Parameters
| Field | Type | Label | Description | Required |
|---|
ProjectId | Id | Project ID | The ID of the created project. If this is null, the request was not processed due to an error. | No |
Errors | List<InvocableCreateProjectRecordError> | Errors | A list containing errors that occurred while processing the request. | No |
| 