Create Record in Workflow using Javascript WebApi

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Posted on by Ricardo Rodrigues d...

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Hello,

I have a javascrip that when a quote is lost it generates a new quotation with data from the previous quote via workflow.

I have a javascript that takes the previous Quote ID, brings the descriptions of the previous Quotes, and updates the information in the new Quotation.

So far so good, the problem is that I need to call this javascript when the workflow creates the quote, is this possible?

Thank you

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Sreevalli 3,256 on at

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RE: Create Record in Workflow using Javascript WebApi

Hi,

You can just have a system workflow that triggers on quote status change, under steps add check condition to see if quote is lost, then create new records with current record details.
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a33ik 84,331 Most Valuable Professional on at

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RE: Create Record in Workflow using Javascript WebApi

Hello,

This is not possible. You will have to use serverside approach instead - either plugin or workflow.