{"id":860,"date":"2021-04-07T19:13:40","date_gmt":"2021-04-07T19:13:40","guid":{"rendered":"http:\/\/morecpq.com\/?p=860"},"modified":"2021-04-07T19:13:42","modified_gmt":"2021-04-07T19:13:42","slug":"cpq-opportunity-custom-action-new-quote","status":"publish","type":"post","link":"https:\/\/morecpq.com\/index.php\/2021\/04\/07\/cpq-opportunity-custom-action-new-quote\/","title":{"rendered":"CPQ &#8211; Opportunity &#8211; Custom Action &#8211; New Quote"},"content":{"rendered":"\n<p>Most times, customers want a simple &#8220;New Record&#8221; screen for the Quote object.  They also want fields to prepopulate with some things.  Here is a simple custom action on Opportunity that you can put at the top of the page layout.  Make sure to hide the &#8220;New&#8221; button in the Quotes related list.<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img data-recalc-dims=\"1\" decoding=\"async\" width=\"444\" height=\"219\" src=\"https:\/\/i0.wp.com\/morecpq.com\/wp-content\/uploads\/2021\/04\/image-5.png?resize=444%2C219\" alt=\"\" class=\"wp-image-863\" srcset=\"https:\/\/i0.wp.com\/morecpq.com\/wp-content\/uploads\/2021\/04\/image-5.png?w=444&amp;ssl=1 444w, https:\/\/i0.wp.com\/morecpq.com\/wp-content\/uploads\/2021\/04\/image-5.png?resize=300%2C148&amp;ssl=1 300w\" sizes=\"(max-width: 444px) 100vw, 444px\" \/><\/figure>\n\n\n\n<figure class=\"wp-block-image size-large\"><img data-recalc-dims=\"1\" decoding=\"async\" width=\"673\" height=\"540\" src=\"https:\/\/i0.wp.com\/morecpq.com\/wp-content\/uploads\/2021\/04\/image-3.png?resize=673%2C540\" alt=\"\" class=\"wp-image-861\" srcset=\"https:\/\/i0.wp.com\/morecpq.com\/wp-content\/uploads\/2021\/04\/image-3.png?w=673&amp;ssl=1 673w, https:\/\/i0.wp.com\/morecpq.com\/wp-content\/uploads\/2021\/04\/image-3.png?resize=300%2C241&amp;ssl=1 300w\" sizes=\"(max-width: 673px) 100vw, 673px\" \/><\/figure>\n\n\n\n<p><a href=\"https:\/\/login.salesforce.com\/packaging\/installPackage.apexp?p0=04t4x000000lwoq\" target=\"_blank\" rel=\"noreferrer noopener\">Here<\/a> is an install link for the above Custom Action in production.  <a href=\"https:\/\/test.salesforce.com\/packaging\/installPackage.apexp?p0=04t4x000000lwoq\" target=\"_blank\" rel=\"noreferrer noopener\">Here<\/a> is a link to install it in sandbox.  Feel free to edit after install!<\/p>\n","protected":false},"excerpt":{"rendered":"<p>Most times, customers want a simple &#8220;New Record&#8221; screen for the Quote object. They also want fields to prepopulate with some things. Here is a simple custom action on Opportunity that you can put at the top of the page layout. Make sure to hide the &#8220;New&#8221; button in the Quotes related list. Here is &hellip;<br \/><a href=\"https:\/\/morecpq.com\/index.php\/2021\/04\/07\/cpq-opportunity-custom-action-new-quote\/\" class=\"more-link pen_button pen_element_default pen_icon_arrow_double\">Continue reading <span class=\"screen-reader-text\">CPQ &#8211; Opportunity &#8211; Custom Action &#8211; New Quote<\/span><\/a><\/p>\n","protected":false},"author":2,"featured_media":0,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"jetpack_post_was_ever_published":false,"_jetpack_newsletter_access":"","_jetpack_dont_email_post_to_subs":false,"_jetpack_newsletter_tier_id":0,"_jetpack_memberships_contains_paywalled_content":false,"_jetpack_memberships_contains_paid_content":false,"footnotes":""},"categories":[1],"tags":[],"class_list":["post-860","post","type-post","status-publish","format-standard","hentry","category-uncategorized"],"jetpack_featured_media_url":"","jetpack-related-posts":[],"jetpack_sharing_enabled":true,"_links":{"self":[{"href":"https:\/\/morecpq.com\/index.php\/wp-json\/wp\/v2\/posts\/860","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/morecpq.com\/index.php\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/morecpq.com\/index.php\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/morecpq.com\/index.php\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/morecpq.com\/index.php\/wp-json\/wp\/v2\/comments?post=860"}],"version-history":[{"count":1,"href":"https:\/\/morecpq.com\/index.php\/wp-json\/wp\/v2\/posts\/860\/revisions"}],"predecessor-version":[{"id":864,"href":"https:\/\/morecpq.com\/index.php\/wp-json\/wp\/v2\/posts\/860\/revisions\/864"}],"wp:attachment":[{"href":"https:\/\/morecpq.com\/index.php\/wp-json\/wp\/v2\/media?parent=860"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/morecpq.com\/index.php\/wp-json\/wp\/v2\/categories?post=860"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/morecpq.com\/index.php\/wp-json\/wp\/v2\/tags?post=860"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}