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Update a field in the revised quote

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Posted on by Community Member

Hi,

We have a requirement to update a field in the quote which was revised before it's marked as "Cancelled/Closed". Suppose we have an original quote. Now when the user presses the revise button, we want to set a field to a value then mark it as revised and a new quote (revision number as 1) will get generated and also want to update the field of the new quote.

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Nya 29,060 on at

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Hi,

Would you please describe your request more clearly?

Is the result that you want to update the existing quote directly instead of creating a new revision?

Best Regards,

Nya

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Community Member on at

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Update the existing quote as well as the new one before it's ready for the user to view.

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Sascha Buerk 25 on at

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I'm afraid out of the box there's no good solution for your problem. The best approach would probably be writing a plugin. Revision is not a message you can bind your plugin to. Instead it's updating an existing quote and creating a new one. This post should help you trigger a plugin at the right time: www.crmanswers.net/.../catch-revise-quote-message-inside-plugin.html

From there you should be able to make changes at least to the new quote. If this doesn't suffice to access the old quote you might need another plugin-step registered to update to catch setting status reason to revised.

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