Services Estimator Invocable Action Reference

ActionRefreshRates

Recalculates cost and bill rates on the role requests of one or more estimates in a background job, re-matching rates from the applicable rate card. Use this action to refresh rates after a rate card or resource change. Use Uplift Estimate Rates instead to apply a percentage increase rather than re-matching rate card rates. Returns the submitted estimate IDs. This does not confirm the refresh has finished.

PropertyValue
LabelRefresh Rates
CategoryEstimates
SinceApril 2023
Read-onlyNo
Supports AgentsNo
Supports FlowsYes
Async ActionYes
Keywordsrefresh, recalculate, rematch, rates, rate card, role request, estimate, asynchronous

Request Parameters

FieldTypeLabelDescriptionRequired
EstimateIdsList<Id>Estimate IDsA list of IDs of the estimates to refresh the rates of.Yes

Response Parameters

FieldTypeLabelDescriptionRequired
EstimateIdsList<Id>Estimate IDsThe IDs of the estimates that have had their rates refreshed.Yes
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