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!