Share
ReportI am utilizing the Lead - to - Opportunity sales process. However, using the Quote entity in a bit different way (I don't care about generating an invoice). Basically, I have client requirements that if certain fields are updated on the existing quote, they want a snapshot of this and to create a new quote record associated with the same opportunity. My logic is on update on these fields to create a workflow that immediately activates the quote then immediately revises the quote so that I can create a new quote record and incrementing the revision ID to associate back to the opportunity in the BPF.
My problem is this, the workflow generates the new quote record with incremented revision ID, but seems that I can only associate the previous version of the quote (which is read-only at this point) back to the BPF and not the new quote generated. I need the new quote generated to be associated back to the BPF.
Anybody ran into this or tried anything similar? Any help would be appreciated. I would like to use the quote OOB functionality of creating new quotes with the incremented revision ID.
I can't help but think I am missing something simple.
Also, I don't mind writing a custom workflow assembly, but trying to avoid writing code that doesn't need to be written if so.
Thanks.
All responses (
Answers (
