Quote Copy Setup

Prerequisites

Basics

The Quote Copy feature is available on the Quote Search page in FieldFX Mobile.

Use Quote Copy to add a new quote by copying an existing quote.

How it Works

When you add a new quote using Quote Copy:

Excluding Fields from Copying

Basics

You can exclude fields from copying to new records by adding them to an FX_Quote_Copy_Exclusion field set.

When you add fields to an FX_Quote_Copy_Exclusion field set:

  • Unique values in those fields don’t copy to new records

  • Default values for those fields do copy to new records

Permanent Exclusions

Quote Copy never copies data from the following fields:

  • Id field

  • External ID field

  • Status field

  • SyncID field

  • Tracking Number field

  • Auto Number fields

  • Formula fields

Adding an Exclusion Field Set

  1. Access FieldFX Back Office

  2. Switch to Salesforce Classic

  3. From Setup, enter "object" in the Quick Find box, then select Objects

  4. Click Quote

  5. Add the FX_Quote_Copy_Exclusion field set:

    1. Under Field Sets, click New

    2. In Field Set Label, enter "FX_Quote_Copy_Exclusion"

    3. In Where is this used, enter "Quote Copy feature on the Quote Search page in FieldFX Mobile"

    4. Click Save

    5. Drag the fields you don’t want to copy into the In the Field Set list

    6. Click Save