Apex Code Development You need to sign in to do that
Don't have an account?
Admin User 3585 Show in Report Check Box
Hi,
We have an operational issue in Salesforce. Let me explain our Process.
First we create an opportunity
Under the Opportunity we create quote and add the product in Quote with standard offer price.
After submit the offer to customer and then we will discuss on pricing and negotiate
After this we do the deep clone from first Quote (i.e.V1 to V2) and change the price as per discussion in the same opportunity.
By default all quote will have a check box "Show in Report"
Now my requirement is when I do the deep clone from one quote and another Quote the Check Box to be unchecked (i.e., Quote No: V1) in Show in Report
Sudarsan
We have an operational issue in Salesforce. Let me explain our Process.
First we create an opportunity
Under the Opportunity we create quote and add the product in Quote with standard offer price.
After submit the offer to customer and then we will discuss on pricing and negotiate
After this we do the deep clone from first Quote (i.e.V1 to V2) and change the price as per discussion in the same opportunity.
By default all quote will have a check box "Show in Report"
Now my requirement is when I do the deep clone from one quote and another Quote the Check Box to be unchecked (i.e., Quote No: V1) in Show in Report
Sudarsan
Answer is yes you can do this :) One method you could use is a process that fires on quote creation that then fires off a flow that loops through all other quotes with the checkbox = true and related to the same opportunity. Another option is to write this logic in Apex / a trigger. Third option would be to create a "Primary quote" or "Last modified quote" lookup on the opportunity and derive the checkbox as a formula field based on that.