Hi there! Does anyone know how to copy the Opportunity product Line items from an opportunity to a related Quote? I have learned the hard way that if you create the product line items on the opportunity first and then create a new quote, it wipes all the product line items. I would ultimately like to be able to do this with a visual flow, but also open to APEX.
Thanks,
Ash
Hello @Ash K,
You can do this using the after insert action.
You just need to be aware of the fact that there is some Primary Quote linked to the Opportunity of that Opportunity Product Line Items.
So you can have any of them Apex After Insert Trigger or After Trigger only on creation using flows. and get the Product lookup Quantity from the same Opportunity Product and Primary Quote from the Linked Opportunity(as a Quote is must for a QLI to insert.)
Hope it helps. If you find this or any other answer useful mark it as Best Answer, so this will be helpful for others looking for the same.
