Quote Revision , clone records

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Posted on by Community Member

Hi all,

when I click Revise button on quote form, I need to clone the records on the quote form and get it associated to new quote which is getting created. the records that need to be cloned are the present in the subgrid on quote form..

Help me on how to achieve this.

Thanks.

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Mahendar Pal 45,095 on at

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Hello,

You can hide out of the box revise quote button, and can setup a custom out of the box quote button, where you can create quote and related quote items.

You can search to sample code to create clone using javascript.

Thanks

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Aileen Gusni 44,524 on at

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Hi Balu

By default when you revise a quote crm will create new quote with the same values for the fields and also the child record.

But the different is just the record unique guid and also the revision number.

You can also create new ribbon and functionality using custom action also can to do clone.

Hope this helps.

Thanks

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Community Member on at

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Hi Aileen, i have a child subgrid on quote form with records. When i revise the quote, all the data on the form will passed also quote products but not custom subgrid data of the custom entity. how can i revise the quote with the subgrid data of the quote? only with custom action? best regards!

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Community Member on at

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Hi Igor,

Did you find a solution for your problem? We've got the same issue at our CRM Online.

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Wendel 105 on at

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See below how I did it. Important to realize: A Quote revision creates a new Quote Record with a different GUID, but with the same Quote ID!

Create two new fields on Account

Last Quote (lookup to Quote)

Last Quote ID (Single Line of Text)

Create a lookup field to Account on the Custom Child Entity of the Quote

Create a real-time-workflow that copies the Quote and Quote ID to the Last Quote and Last Quote ID fields of the Account when the Quote is created (i.e. also when a quote is revised!)

Create a background workflow that copies the Quote's Account to the custom child entity record when custom child entity record is created

Create a background workflow that is triggered when the status of the Quote changes to "Closed" (i.e. this happens to the original Quote when a Quote is revised):

This workflow checks if the Quote ID matches the Last Quote ID on the Quote's Account (this was in the meantime populated with the Quote ID of the new, revised quote). Reason for this check is that you do not want to take any further action if the Quote was Closed, but not revised.

If the Quote ID's match then workflows are started for the Custom Entity Child Records* (see next step).

The child workflow for the Custom Entity Child Records is a background workflow that creates a copy of the child record and links it to the new Quote record. The lookup to Account is used to link this copy to the "Last Quote" on Account.

Not straightforward, but at least it is possible without coding.

* Check here if you need further information on how to start child workflows on child records: community.dynamics.com/.../run-workflows-on-child-records-without-custom-development

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