This Specification Flow Task creates a New Quote in Salesforce.
|Title||Changes the Title (not the name) of the task.|
|Quote Name||The name to be given to the quote (Required).|
|Description||This is the description of the quote, as text (Required).|
|Opportunity id||This is the id of the opportunity, as text (Required).|
Data for custom fields in the format CustField1=Custvalue1|CustField2=CustValue2 (Not Required).
For custom fields, created in SalesForce, the end of the field name is to be suffixed with __c.
Note - there are two underscores before the c.
|Return Constant||The name of the constant that the new Opportunity ID will be posted to.|
When this Task is added the properties are static. To be able to build rules on a static properties see How To: Change A Static Property To A Dynamic Property.
|Property Name||Example Rule||Example Result||Meaning|
|Quote Name||DWSpecificationID||1372||The Name of the Quote.|
|Description||DWVariableQuoteDescription||"Quote for DriveWorks Ltd."||The Description for the Quote|
|Opportunity Id||"0061t00000Fz0WUAAZ"||0061t00000Fz0WUAAZ||The Opportunity ID.|
Custom field suffix
Please see the caution for the Custom Data property in the Properties table above, regarding using a suffix for Custom Fields.
|Return Constant||DWConstantNewQuote||DWConstantNewQuote||The Opportunity ID will be reported to this constant|
This task has different types of Outputs. For more information about Outputs see Specification Macros Task Node.
Outputs are only available within Specification Macros. Currently Outputs are not available for Specification Flow.
This task supports Status Outputs. These can be used to perform different actions depending on what the status outcome of the task is. For more information see Status Outputs in the Task Node Outputs section of Specification Macros Task Node.
The status output navigation is as follows:
Success with Warnings
Failed (one of the following occurred)
Record ID - the task will return the Record ID of the entity that has been created or updated.