ActionCreateTemplateFromEstimate
Creates a template estimate by copying an existing estimate or template. Role requests, tasks, and line sets are always copied. Skills, estimated expenses, vendor line items, and schedules are copied unless excluded with the include options. The new template isn't linked to an opportunity. Use this action to turn an estimate into a reusable template. Returns the new template estimate and the ID of the asynchronous job that copies the related records.
| Property | Value |
|---|
| Label | Create Template Estimate from Estimate |
| Category | Estimates |
| Since | Summer 2026 |
| Read-only | No |
| Supports Agents | Yes |
| Supports Flows | Yes |
| Async Action | Yes |
| Keywords | create, copy, template, estimate, source estimate, role request, asynchronous |
Request Parameters
| Field | Type | Label | Description | Required |
|---|
Name | String | Template Name | The name of the new template estimate. | Yes |
SourceEstimateId | Id | Source Estimate ID | The record ID of the estimate or template to copy. This field is required. If no value is specified, an empty template is created with nothing copied. | Yes |
StartDate | Date | Start Date | The date the new template estimate starts. The dates of copied records are adjusted relative to this date. | Yes |
IncludeSkills | Boolean | Include Skills | If true, skills are copied from the source estimate to the new template. The default value is true. | No |
IncludeEstimatedExpenses | Boolean | Include Estimated Expenses | If true, estimated expenses are copied from the source estimate to the new template. The default value is true. | No |
IncludeEstimateVendorLineItems | Boolean | Include Vendor Line Items | If true, vendor line items are copied from the source estimate to the new template. The default value is true. | No |
IncludeSchedules | Boolean | Include Schedules | If true, schedules are copied from the source estimate to the new template. The default value is true. | 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 template estimate currency. Records independent of estimate products are always converted to the new template estimate currency. The default value is false. | No |
RegionOverride | Id | Region Override | The region of the copied role requests. This overrides the region specified on the source estimate. If no source estimate is specified, this value has no effect. | No |
PracticeOverride | Id | Practice Override | The practice of the copied role requests. This overrides the practice specified on the source estimate. If no source estimate is specified, this value has no effect. | No |
GroupOverride | Id | Group Override | The group of the copied role requests. This overrides the group specified on the source estimate. If no source estimate is specified, this value has no effect. | No |
Response Parameters
No variables documented.
| 