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Update Quote Status and Status Reason after import RRS feed

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    When importing Quotes, the STatus is automatically set to Draft with Status Reason equal to In Progress.  I want to update these records to other values.  I know I can use Workflow, but that limits you to 250 records at at time, and I have 65K records to adjust so it is impractical.  I tried exporting/reimporting (limit of 10K, but that is much better) but the status/status reason did not update.  Any suggestions?

    Ken Compter

    Tuesday, July 31, 2012 3:29 PM

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    I dont think you can update the status code via import (status reason might work ok, but not status).

    I dont understand your 250 record limit. You could follow these simple steps:

    1. Create a (yes/no) field on Quote called "Trigger Workflow" which defaults to "no". Don't add this field to any view/form.
    2. In your import document set the value of this column to "yes"
    3. Create a workflow that triggers in quote create and is defined as follows: If the "Trigger Workflow" is "true" then set the status of the quote to whatever you want.

    This way, the status of the quotes will be set automatically during import and there is no limit.

    Gonzalo | gonzaloruizcrm.blogspot.com

    Tuesday, July 31, 2012 3:43 PM
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    I dont think you can update the status code via import (status reason might work ok, but not status).

    I dont understand your 250 record limit. You could follow these simple steps:

    1. Create a (yes/no) field on Quote called "Trigger Workflow" which defaults to "no". Don't add this field to any view/form.
    2. In your import document set the value of this column to "yes"
    3. Create a workflow that triggers in quote create and is defined as follows: If the "Trigger Workflow" is "true" then set the status of the quote to whatever you want.

    This way, the status of the quotes will be set automatically during import and there is no limit.

    Gonzalo | gonzaloruizcrm.blogspot.com

    Tuesday, July 31, 2012 3:43 PM
    Moderator
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    Gonzalo, thank you for your response.  I love the creative solution.  This approach will work in a number of situations going forward. :)

    Ken Compter

    Tuesday, July 31, 2012 7:37 PM