BPM - creating copy of same module

Every year, we create a renewal quote for customers. When customers accept a quote (denoted by changing the quote stage), we'd like to use BPM to create a copy of the quote (and the quote line items) for next year. Unfortunately, BPM only lets you create a "related" record. Since we're triggering the activity on the "Quote" module, it does not appear in the choices.

If anyone can point us to documents/website/video that explains how to create a copy of the quote along with the quote line items, I would appreciate it very mch.

Thank you!

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0 Justin Kuehlthau over 5 years ago

This can also be done with an ETL tool such as StarfishETL or Sugar Integrate. If you already have an integration using an ETL tool, you can likely add this job on with little or no cost. Have the ETL tool monitor for newly Closed Won Quotes and when it finds one, read out the Quote and any related records, like QLIs, and then insert a new Quote with new related records based on the original. You can even add a checkbox or other conditional criteria if you only want certain Quotes duplicated.

Reply

0 Justin Kuehlthau over 5 years ago

This can also be done with an ETL tool such as StarfishETL or Sugar Integrate. If you already have an integration using an ETL tool, you can likely add this job on with little or no cost. Have the ETL tool monitor for newly Closed Won Quotes and when it finds one, read out the Quote and any related records, like QLIs, and then insert a new Quote with new related records based on the original. You can even add a checkbox or other conditional criteria if you only want certain Quotes duplicated.

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