SECTIONSCustom Actions
Custom actions, also known as invocable methods, provide a friendly way of calling the functionality of an API via a user interface.
Each Certinia custom action resides within an Apex class, which calls an API method. You can use these actions in Salesforce Flow Builder to call an API method to execute Apex code. See the Salesforce Help for more information.
Invocable Methods
You can use the following custom actions in Services Estimator.
| Invocable Apex Class | Purpose | Global API | Global API Entry Point |
|---|---|---|---|
| ActionAddEstProductsToScopingSession | Add estimate products to a scoping session. | AddEstProductToScopingSessionService | addEstimateProductsToScopingSession |
| ActionAddFromEstimateTemplate | Copies all related records from one estimate to another. | AddFromEstimateTemplateService.addAllRelatedRecords | addEstimateProductsToEstimates |
| ActionAddEstimateProduct | Adds estimate products to estimates. | AddEstimateProductService | |
| ActionAddEstimateProducts | Add multiple estimate products to estimates. | ||
| ActionAddToOpportunityFromEstimate | Adds the estimate and selected associated records to the related opportunity. | ||
| ActionAddToOpportunityFromEstimateAsync | Adds the estimate and selected associated records to the related opportunity asynchronously. | AddToOpportunityFromEstimateService | addToOpportunitiesFromEstimatesAsync |
| ActionAddToProjectFromEstimate | Adds estimate records to projects. | ||
| ActionAddToProjectFromEstimateAsync | Adds estimate records to projects asynchronously. | AddToProjectFromEstimateService | addToProjectsFromEstimatesAsync |
| ActionCreateEstimate | Creates new estimates. | CreateEstimateService | createEstimates |
| ActionCreateBlankEstimate | Creates a new blank estimate with no role requests, tasks, expenses, or vendor line items. | CreateEstimateService | createBlankEstimates |
| ActionCreateEstimateFromEstimate | Creates a new estimate by copying an existing estimate to an opportunity. | CreateEstimateService | createEstimatesFromEstimates |
| ActionCreateTemplateFromEstimate | Creates a new template estimate by copying an existing estimate. | CreateEstimateService | createTemplatesFromEstimates |
| ActionCreateProjectRecordFromEstimate | Creates new projects from estimate records. | ||
| ActionMoveEstimateDates | Moves the dates of multiple estimates and their child records. | MoveEstimateDatesService | moveEstimateDates |
| ActionMoveEstimateDatesAsync | Moves the dates of multiple estimates and their child records asynchronously. | MoveEstimateDatesService | moveEstimateDatesAsync |
| DEPRECATED: ActionPushEntireEstimateToOpportunity | Adds the estimate and all of its associated records to the related opportunity. | PushToOpportunityService | pushToOpportunity |
| DEPRECATED: ActionPushToOpportunity | Adds the estimate and selected associated records to the related opportunity. | PushToOpportunityService | pushToOpportunity |
| ActionRefreshRates | Refreshes the bill rates and cost rates of an estimate's role requests to ensure that they are using the current suggested bill rate and average cost rate values from the related rate cards. | RefreshRatesService | refreshRates |
| ActionRetrieveUnsyncedQuoteLines | Retrieves the details of unsynced services quote lines from a quote. | SyncEstimateAndQuoteService | retrieveUnsyncedQuoteLines |
| ActionSyncEstimateAndQuote | Syncs estimate details to their related quotes and vice versa. | SyncEstimateAndQuoteService | syncEstimateAndQuote |
| ActionCloneEstimateAsync | Clone estimate asynchronously. | CloneEstimateService | cloneEstimateAsync |
| ActionCloneScopingSession | Clone a scoping session. | CloneScopingSessionService | cloneScopingSession |
| ActionCloneScopingRequirementSet | Clones a scoping requirement set to a target estimate product and returns the ID of the cloned requirement set. | ||
| ActionCreateScopingSession | Create a scoping session. | CreateScopingSessionService | createScopingSession |
| ActionGenerateEstimateMilestones | Generate estimate milestones. | GenerateEstimateMilestonesService | generateEstimateMilestones |
| ActionGenerateEstimateMilestonesAsync | Generate estimate milestones asynchronously. | GenerateEstimateMilestonesService | generateEstimateMilestonesAsync |
| ActionSetEstimatePrimary | Sets one or more estimates as the primary estimate on their linked opportunities. | ||
| ActionUnsetEstimatePrimary | Removes the primary designation from one or more estimates. | ||
| ActionUpliftRates | Uplifts the bill rates and cost rates of an estimate's role requests by a specified percentage from a cut-off date. | UpliftRatesService | upliftRates |
The process is run as the user who triggered it when using custom actions with Salesforce Flow Builder. The user performing the action therefore needs the appropriate licenses and permissions. For more information about permissions, licenses, and our Apex classes, see Setting up Services Estimator and Permission Sets and Other Technical Documentation.
For more information about using custom actions and flows, see the Salesforce Help.