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Cloning a quote line with all the quote line details

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Posted on by Derek Fakehany

Does anyone have a flow they could share which would clone one or more quote lines with all the associated details? I often run into quotes where certain quote lines need to be duplicated many times. Doing it all manually is wasting a lot of time.

Appreciate any help.

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apa 8,282 on at

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RE: Cloning a quote line with all the quote line details

Derek Fakehany coming back to this. One option would be to clone quote lines WITHOUT a project reference. That would be possible in Power Automate, and we wouldn't need to validate T/E/M flags for uniqueness. You'd still need to get context for the flow from the subgrid command bar... It's been a while I considered flow for this so my brain is defaulting to a code-based approach.
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apa 8,282 on at

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RE: Cloning a quote line with all the quote line details

Derek Fakehany this wouldn't work because the time/expense/material flags have to be unique to a line. We'd also have task-based billing settings to consider. I'd also run this in a plugin over a flow for prevalidation. You'd probably also want a button on the subgrid so this would ideally be something for a dev. It's nice idea but I think you want to consider a pro-dev approach for this one over flow.