Clone Quote with Quote Line Items

Based on this Idea.

Why you do this to me?! Why Salesforce, Whyyyyy!

Ok; so let's solve this like the adults we are and use Flows! This will be a long ride (maybe I should considere a package for this, what do you think?!) so get some comfortable.

Let's start by creating a Screen flow.

GET RECORD: Get the info from Quote

Filter (Quote.Id = recordId)

recordId is a variable, type Text available for input and output

SCREEN: Let's give the user an option to enter the Quote name

Drag a Text Component to the screen

ASSIGMENT: Let's assign the data

Variable: Var_Quote (Record variable to Quote / Available for inout and output)

I also assigned the new name entered in the screen

** Because there are some fields in my record that trigger other processes I wanted to make sure those did not get copied from the original record; so I added them in the assignment

ASSIGNMENT: Clear the Quote Id (Because we will use this later!)

CREATE RECORD: Create Quote record (clone)

GET RECORD: Get Quote line items

Filter: QuoteId = recordId

All records

Store all fields

SCREEN: This screen it's just to have a pause to give a chance to the flow to generate the cloned record without the related items.

Text Component: Quote Sucessfully Cloned! Click Next to visit the new record.

ASSIGNMENT: Assigned the ClonedId the new Id of the cloned record

ClonedId is a variable, type text and available for input and output

LOOP: To loop over your Quote Line Items

ASSIGNMENT: To assign the related list values

Basically you are copying everything and updating the parent record Id

ASSIGNMENT: To assign record to a collection list

QLIList is a collection record variable

CREATE RECORD: Create all related records from the collection list

Now let's add some screen components to store some errors!

ERROR 1: Text Component

We hit a snag!

We couldn't create the Quote. Please contact your administrator and provide the following information: "AutomationName" | recordId | "StepName" | User.Id

Connect the "Create Quote" element to Error 1

ERROR 2: Text Component

We hit a snag!

We couldn't create the Quote Line Items for this Quote. Please contact your administrator and provide the following information: "AutomationName" | recordId | "StepName" | "ClonedId" | User.Id

Connect the "Create QLI" element to Error 2

Now, let's make sure the user is redirected to the new record:

Open the developer console

Setup (Gear icon) | Developer Console.

Create a new lightning component, click on File | New Lightning Component "NavigateToNewRecord"

Now copy the following code

Component Markup

<aura:component implements="lightning:availableForFlowActions" access="global" >

<aura:attribute name="ClonedId" type="String" access="global"/>

</aura:component>

Client-side Controller

({

invoke : function(component, event, helper) {

var redirectToNewRecord = $A.get( "e.force:navigateToSObject" );

redirectToNewRecord.setParams({

"recordId": component.get( "v.ClonedId" ),

"slideDevName": "detail"

});

redirectToNewRecord.fire();

}

})

Design Resource

<design:component>

<design:attribute name="ClonedId" label="Id of the New Record" />

</design:component>

Save All!

Go back to your flow and add an Action

Find theNavigateToNewRecord componenet

Give it a name

Pass the Id

Yay! You did it, give yourself a high five