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Junior007Junior007 

Copy Quotes into custom object

Hi,

 

In Quotes i have button to create a new Order(which is my custom object) i want to display all Quote  Details including Quote Line Items in  the custom(Order) object, How to deal with it.

 

Any help would be appreciated

 

Ashish_SFDCAshish_SFDC

Hi Junior007, 

 

If the Objects are related, then youcan use either a field update work flow or use a auto populate formula field to fetch the values from the other object record and populate in this Object. I would suggest you to use Workflow fieldupdate. 

Let us know ifyou have any specific requirement. 

 

Regards,

Ashish