Copy quote extension or modify the quote item based on checklist

[lastdead66]

I've bought the sales extension and am working on the quotes and the quote Item, my issue that I need to costumes the quote Item table columns based on checklist from the quote it self, as we need to create options for pricing as if its required for 1 year option, 2 years option, 3 years option,,,,. so when I check one of these a new table appears for quote item.

the other option I was thinking of, if there is a way to copy the entire quote extension to new one and rename it, with the options required.
but I couldn't see how any of the above can be done.

[Maximus]

Hello,

> I need to costumes the quote Item table columns based on checklist from the quote it self, as we need to create options for pricing as if its required for 1 year option, 2 years option, 3 years option,,,,. so when I check one of these a new table appears for quote item.

I think you can create such logic with Workflow/BPM if you have Advanced Pack https://www.espocrm.com/extensions/advanced-pack/. If not, then you can try to make it work with Formula. I believe this one would be useful https://docs.espocrm.com/administrat.../#recordcreate.
So the main logic is to add a checklist field to the Quote entity with the option you pointed. After, you need to add to the Quote entity some Formula like:
1) if the checklist field is changed and the value equaled to 'some value' then:
2) create a Quote Item record with the formula I mentioned above (link this Quote Item to a target Quote; assign some name, etc, etc.);
3) In the Quote detail view after changing the checklist please refresh a webpage. If you configured everything properly, then desired Quote Items should appear in the Quote.

> the other option I was thinking of, if there is a way to copy the entire quote extension to new one and rename it, with the options required.
but I couldn't see how any of the above can be done.

It could be done via code. So this approach needs some codding skills and understanding of the system architecture.

[lastdead66]

Thank you Maximus for your reply,

for the first request I need to add a column not a row in the quote item table, I've tried the dynamic logic when Added the table column field to make it visible only when a check list is ticked. but this didnt work, its always visible.

for the second request, I thought instead of trying to customize the table it self to add the options, i could copy the entity and customize the new table.

[Maximus]

Dynamic logic doesn't support the Items table. You can try to develop your own Dynamic Handler https://docs.espocrm.com/development/dynamic-handler/.