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Configure Autopost for Quote closed / won / revised

Posted on by 162

Hi experts, 

can anyone tell me how I can configure this autopost when someone closes / wins or revises a quote? We are using our own Quote Numbers so I would like to change this system Quote Number shown in the screeshot to our individual one. 

I already searched for solutions, but when I go to Activity Feed Configuration in the Admin Settings there is absolutely nothing active for Quotes? Same for Activity Feed Rules - there is not even a rule for quotes.

Can anyone advise me? I've already invested some hours in it and can't seem to get anywhere close to solve this issue... Thanks a lot in advance! 

pastedimage1619070958009v1.png

  • yvka123 Profile Picture
    yvka123 162 on at
    RE: Configure Autopost for Quote closed / won / revised

    Perfect!! Thank you so much! 

  • Verified answer
    Nya Profile Picture
    Nya 29,050 on at
    RE: Configure Autopost for Quote closed / won / revised

    Hi,

    They are all records of Quote Close entity.

    You can achieve the request in the same way, just by modifying the subject in the Flow with the status / status reason fields of the quote records.

    1. Use the compose to get the specific status / status reason instead of their values.

     pastedimage1619144414920v1.png

    The expression here is something like:

    outputs('Get_a_row_by_ID')?['body/statecode@OData.Community.Display.V1.FormattedValue']
    outputs('Get_a_row_by_ID')?['body/statuscode@OData.Community.Display.V1.FormattedValue']

    You need to replace some of these with your own defined names as appropriate.

     

    1. Insert the two outputs of the composes into the subject in order to replace the previously entered fixed value.

     pastedimage1619144463985v2.png

    Then you’ll get the subject you want.

     pastedimage1619144473153v3.pngpastedimage1619144478418v4.png

     

    If this helped you, I'd appreciate it if you'd mark this as a Verified Answer, which may in turn help others as well.

    Best Regards,

    Nya

  • yvka123 Profile Picture
    yvka123 162 on at
    RE: Configure Autopost for Quote closed / won / revised

    Hi Nya, 

    thank you so much for your helpful answer!! 

    So if this is a seperate activity - how can I also modify it for quotes marked as won or lost? 

    pastedimage1619083716275v1.png

  • Suggested answer
    Nya Profile Picture
    Nya 29,050 on at
    RE: Configure Autopost for Quote closed / won / revised

    Hi,

    The screenshot is a record of Quote Close entity, which is a kind of activities.

    It will be created with the creation of a revised quote and its original status is completed(read-only).

     pastedimage1619082583511v1.png

    So I created a flow in Power Automate to modify the subject of the Quote Close activity.

    1. Trigger the flow when a record of Quote Close is created.

     pastedimage1619082608759v2.png

    1. Get the fields of the related Quote record.

     pastedimage1619082613145v3.png

    1. Modify the subject. Here in my example, I used the name of quote to instead of the ID. You can instead it with the individual field you want.

     pastedimage1619082619247v4.png

    1. After saving the flow, the subject of the Quote Close activity can be shown as the following image:

     pastedimage1619082650041v6.png

    If this helped you, I'd appreciate it if you'd mark this as a Verified Answer, which may in turn help others as well.

    Best Regards,

    Nya

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