Services Estimator Invocable Action Reference

ActionPushEntireEstimateToOpportunity

Deprecated and kept only so existing flows referencing it still compile. Calling this action always throws an error. Use Add to Opportunity from Estimate or Add to Opportunity from Estimate Asynchronously instead to push an estimate's records to its related opportunity.

PropertyValue
LabelAdd Entire Estimate to Opportunity
CategoryEstimates
SinceDecember 2022
Read-onlyYes
Supports AgentsNo
Supports FlowsNo
Async ActionNo
Keywordspush, add, estimate, opportunity, opportunity line item, deprecated

Request Parameters

FieldTypeLabelDescriptionRequired
EstimateIdIdEstimate IDThe ID of the estimate being added to opportunity.Yes
AdditionalAggregationFieldsList<String>Additional Role Request Consolidation FieldsAdditional fields to consolidate estimate role requests by when creating resource requests.No
AggregateBySkillsBooleanConsolidate by SkillsIf true, role requests are consolidated by skills. The default value is false.No
CreateOpportunityLineItemsBooleanCreate Opportunity ProductsIf true, opportunity products are created for each estimate product instance. The default value is true.No
ProductIdIdProduct IDThe ID of the product used to represent records that are independent of estimate products. Required if records independent of estimate product are included.No
ProductDateDateOpportunity Product DateThe date of the opportunity product used to represent records that are independent of estimate products. Required if records independent of estimate product are included.No
ProductDescriptionStringOpportunity Product DescriptionThe description of the opportunity product used to represent records that are independent of estimate products.No

Response Parameters

FieldTypeLabelDescriptionRequired
EstimateIdIdEstimate IDThe ID of the estimate that has been added to opportunity.Yes
ErrorsList<PushToOpportunityService.PushToOpportunityError>ErrorsA list containing errors that occurred while processing the request.No
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