quotes subpanel of opportunity also relinked to corresponding account

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  • APARNA
    Junior Member
    • Nov 2024
    • 2

    #1

    quotes subpanel of opportunity also relinked to corresponding account

    When an Opportunity is converted to an Account the related fields are properly mapped through above workflow.but i want also Quotes subpannel that were linked to the Opportunity are automatically relinked to the new AccountClick image for larger version

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  • heint
    Junior Member
    • Jun 2025
    • 6

    #2
    Greetings.

    All you need is to add one more action calling "Execute Formula Script" to your Workflow and copy this formula:
    Code:
    $oppId = workflow\targetEntity\attribute('id');
    $accId = workflow\lastCreatedEntityId();
    
    $quotesIds = record\findRelatedMany('Opportunity', $oppId, 'quotes', 1000);
    record\relate('Account', $accId, 'quotes', $quotesIds);
    Surely you need to add Quotes to Account's Bottom panel in the layout manager to see them.
    Last edited by heint; 07-10-2025, 08:42 AM.

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