Services CPQ API Developer Reference

ffscpq.ActionAddFromEstimateTemplate

global with sharing class ActionAddFromEstimateTemplate

A class that houses the invocable method for API service AddFromEstimateTemplate.

Methods

addAllRelatedRecords

global static List<ffscpq.ActionAddFromEstimateTemplate.InvocableAddAllRelatedRecordsAPIResponse> addAllRelatedRecords(List<ffscpq.ActionAddFromEstimateTemplate.InvocableAddAllRelatedRecordsAPIRequest> invocableAllRelatedRecordsRequests)

A method that copies all related records from an estimate.

Input Parameters

Name Type Description
invocableAllRelatedRecordsRequests List<ffscpq.ActionAddFromEstimateTemplate.InvocableAddAllRelatedRecordsAPIRequest> The list of InvocableAddAllRelatedRecordsAPIRequest objects. The number of unique target estimates cannot exceed 50 within all requests.

Return Value

This service returns InvocableAddAllRelatedRecordsAPIResponse in a list that parallels the input list.

ffscpq.ActionAddFromEstimateTemplate.InvocableAddAllRelatedRecordsAPIRequest

global with sharing class InvocableAddAllRelatedRecordsAPIRequest

The request class to pass multiple parameters to the invocable method.

Properties

Name Type Description
SourceEstimateId Id The estimate to copy related records from.
DestinationEstimateId Id The estimate to copy related records to.
StartDate Date [Optional] The start date of the copied records will be offset relative to this date instead of target estimate start date. You can't specify a start date if you've specified an end date.
EndDate Date [Optional] The end date of the copied records will be offset relative to this date. You can't specify an end date if you've specified a start date.
IncludeSkills Boolean If true, skills are copied from the existing estimate to the new estimate. The default value is true.
IncludeEstimatedExpenses Boolean If true, estimated expenses are copied from the existing estimate to the new estimate. The default value is true.
IncludeEstimateVendorLineItems Boolean If true, vendor line items are copied from the existing estimate to the new estimate. The default value is true.
IncludeSchedules Boolean If true, schedules are copied from the existing estimate to the new estimate. The default value is true.
UseSourceTemplateCurrencies Boolean [Optional] If true, estimate product instances and their related records are copied in their original currencies. If false, they are converted to the target estimate currency. Records independent of estimate products are always converted to the target estimate currency. The default value is false.
RegionOverride Id [Optional] The region of the copied role requests. This will override the region specified on the estimate template.
PracticeOverride Id [Optional] The practice of the copied role requests. This will override the practice specified on the estimate template.
GroupOverride Id [Optional] The group of the copied role requests. This will override the group specified on the estimate template.

Methods

InvocableAddAllRelatedRecordsAPIRequest

global InvocableAddAllRelatedRecordsAPIRequest()

ffscpq.ActionAddFromEstimateTemplate.InvocableAddAllRelatedRecordsAPIResponse

global with sharing class InvocableAddAllRelatedRecordsAPIResponse

The response class for the invocable method.

Properties

Name Type Description
SourceEstimateId Id The ID of the estimate to copy records from.
DestinationEstimateId Id The ID of the estimate to copy records to.
JobId Id The AsyncApexJob ID. If this is null, the request was not processed due to an error.
Errors List<ffscpq.AddFromEstimateTemplateService.AddFromEstimateTemplateError> A list containing errors that occurred while processing the request.
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