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Hello,

 

I am trying to meet the following requirement:

 

1. When a new quote is created, a quote line group needs to be automatically created 

 

I created a flow that creates the Quote Line Group upon the creation of a quote, however the issues I am experiencing are:

 

1. The quote line group that is created upon quote creation, does not show up when I hit the "Edit Lines" button. In the Quote Line Editor there is no reference to the quote line group that has been created.

2. Also, when I hit the add group button within the quote line editor, it seems to no longer work or takes a very long time to load. When I deactivate the flow the "Add Group" button works with no issues.

 

Has anyone dealt with a requirement like this or have any suggestions on how to create a flow or even process builder that will create the Quote Line Group upon quote creation?

 

Thank you all so much!

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