Copy child records from opp to quote

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Posted on by epark06

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Much like how opportunity products are copied to quote products when a quote is created, we want this functionality added for a custom entity (resource) that is also a child of opportunity and quote. So when a quote is created from the opp, copy the opportunity resources to quote resources. Is there a way to do this without plugins?

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epark06 1,324 on at

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RE: Copy child records from opp to quote

Thank you, just what I needed!
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a33ik 84,325 Most Valuable Professional on at

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RE: Copy child records from opp to quote

Hello,

There is a way. You can do it using my UWT.

As an example (not exact but similar) you can use following article I posted to my blog - butenko.pro/.../cloning-record-with-related-records-with-no-code-using-uwt