Automatically generate quotelineitem on first save of quote

Glenn,

I had a page that was pretty close. I added a script to generate the quote lines from the opportunity line items. This should get you going.

Be aware that there may be some settings on this page that were peculiar to my use case. You may want to grab any pieces that you need and add them to your page.

Thanks,

Bill

{{$Param.lastname}}+', '+{{$Param.firstname}}+MONTH(TODAY())+'/'+DAY(TODAY())+'/'+YEAR(TODAY()) LookupContact row.updated ContactId ({{UnitPrice}}*{{Quantity}})*(1-({{Discount}}/100)) row.updated Product2Id {{Name}} {{Model.label}} Quote QuoteLines Quote QuoteLines IM Patients Contact <skootable showconditions="true" showsavecancel="false" showerrorsinline="true" searchmethod="server" searchbox="false" showexportbuttons="false" pagesize="10" createrecords="true" model="QuoteLines" buttonposition="" mode="read" uniqueid="sk-1_DtBl-207" instantfilters="false"

If anyone’s looking to do this in Skuid Spark, here’s the API 2.0 Version of the basic functionality for this page

{{$Param.lastname}}+', '+{{$Param.firstname}}+MONTH(TODAY())+'/'+DAY(TODAY())+'/'+YEAR(TODAY())


















row.updated


ContactId























({{UnitPrice}}*{{Quantity}})*(1-({{Discount}}/100))


















































































































































































(function(skuid){
var $ = skuid.$;
$(document.body).one('pageload',function(){
        var opplines = skuid.model.map().OppLineItems;
        var quotelines = skuid.model.map().QuoteLines;
        
        console.log(opplines);
        
        var j=1;
        $.each(opplines.data, function(i, v) {
           
           quotelines.createRow({
               
               doAppend: true,
               additionalConditions: [
                   
                   {field: 'Product2Id', value: v.Product2Id},
                   {field: 'UnitPrice', value: v.ListPrice},
                   {field: 'Quantity', value: v.Quantity},
                   {field: 'Discount', value: v.Discount}
        
                ]
           });
           i++;
        });
});
})(skuid);








Quote
QuoteLines











Quote