Download page Creating the Accept Quote Button for RLS Flow.
Creating the Accept Quote Button for RLS Flow
Create the Accept Quote buttonto accept the Quote in the RLS flow.
When you click on the Accept Quote button, the Accept API on Conga Platform is called. The Quote status changes to Accepted, Order and Order line items are created with status as Draft. If Auto Activate flag is set to TRUE on the Quote, then Order and Order line items are created with status as Activated.
To create a Accept Quote button
Go to Setup > Object Manager and searchfor the Quote/Proposal object.
ClickQuote/Proposal.
In the left menu, clickButton, Links and Actions >New Button or Link. The New Button or Link page is displayed.
Enter the following values in the respective fields:
Label: Accept (RLS Flow)
Name: Accept_RLS_Flow_
Description:On the click of this button, Accept Quote API is called from Conga Platform.
Display Type: Select Detail Page Button.
Behavior: Select Display in existing window with sidebar.
Content Source: Select URL.
Retain the default selections in Select Field Type, Insert Field, and Functions.
Copy the following formula and then click Check Syntax to validate.