Notifications
Announcements
No record found.
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.
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.
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.
Under review
Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.
As AI tools become more common, we’re introducing a Responsible AI Use…
We are honored to recognize Neeraj Kumar as our Community Spotlight honoree for…
These are the community rock stars!
Stay up to date on forum activity by subscribing.
Martin Dráb 663 Most Valuable Professional
André Arnaud de Cal... 540 Super User 2025 Season 2
Sohaib Cheema 348 User Group Leader