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clone quote record RRS feed

  • Question

  • Hi everyone

    We have a requirement to provide a way of easily copying a quote and its related quote product lines.

    Ideally the user would like a button on the Quote form's ribbon that just says Copy Quote. When the press that the copy occurs.

    Can anyone advise on the available approaches to doing this. I would imagine I could use a javascript call to the organisation service to create a copy of the Quote header record, but I doubt I could easily recreate all the quote product lines.

    This leads me to think that I would need to do it in some sort of plugin but then I don't think its possible to invoke a plugin from a button on the ribbon.

    Can anyone advise on a sensible approach to doing this (easily)? If its any easier the button doesn't have to be on the ribbon - it could be done via workflow if that's feasible?

    Thanks all

    S

    Tuesday, May 22, 2012 2:34 PM

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