You are here:
InsQuoteService:getQuoteVersions
Use this service to retrieve different versions of a quote based on its Opportunity Id, and then return a list of quotes based on the Quote field set QuoteCompareHeader.
Method: getQuoteVersions
How It Works
-
The service receives the quoteId as input.
-
The service queries for other quotes that share the same Opportunity Id.
-
The service returns a list of quotes.
Remote Options
Option |
Description |
|---|---|
quoteId |
Id of the quote used to retrieve other versions |
activeQuotesOnly |
Optional The default is false. If true, adds additional conditions to the quote query to retrieve only quotes that are currently active (for example, the current date that is between the Effective date and End date of the quote). |
includeFieldInfo |
Optional The default is true. If true, includes the quote field information used by the UI. |
Output JSON
See the following example of output JSON.
{
"fieldInfo": {
"instest10__EndDate__c": {
"isUpdateable": true,
"isCreatable": true,
"isRequired": false,
"fieldType": "DATE",
"fieldLabel": "End Date",
"fieldName": "instest10__EndDate__c"
},
"instest10__EffectiveDate__c": {
"isUpdateable": true,
"isCreatable": true,
"isRequired": false,
"fieldType": "DATE",
"fieldLabel": "Effective Date",
"fieldName": "instest10__EffectiveDate__c"
},
"instest10__Type__c": {
"options": [
{
"Id": "New Business",
"Name": "New Business"
},
{
"Id": "Endorsement",
"Name": "Endorsement"
}
],
"isUpdateable": true,
"isCreatable": true,
"isRequired": false,
"fieldType": "PICKLIST",
"fieldLabel": "Type",
"fieldName": "instest10__Type__c"
},
"Name": {
"isUpdateable": true,
"isCreatable": true,
"isRequired": false,
"fieldType": "STRING",
"fieldLabel": "Quote Name",
"fieldName": "Name"
},
"Id": {
"isUpdateable": false,
"isCreatable": false,
"isRequired": false,
"fieldType": "ID",
"fieldLabel": "Quote ID",
"fieldName": "Id"
},
"Status": {
"options": [
{
"Id": "Draft",
"Name": "Draft"
},
{
"Id": "Needs Review",
"Name": "Needs Review"
},
{
"Id": "In Review",
"Name": "In Review"
},
{
"Id": "Approved",
"Name": "Approved"
},
{
"Id": "Rejected",
"Name": "Rejected"
},
{
"Id": "Presented",
"Name": "Presented"
},
{
"Id": "Accepted",
"Name": "Accepted"
},
{
"Id": "Denied",
"Name": "Denied"
},
{
"Id": "Issued",
"Name": "Issued"
}
],
"isUpdateable": true,
"isCreatable": true,
"isRequired": false,
"fieldType": "PICKLIST",
"fieldLabel": "Status",
"fieldName": "Status"
},
"CreatedDate": {
"isUpdateable": false,
"isCreatable": false,
"isRequired": false,
"fieldType": "DATETIME",
"fieldLabel": "Created Date",
"fieldName": "CreatedDate"
},
"instest10__RootItemTotal__c": {
"isUpdateable": false,
"isCreatable": false,
"isRequired": false,
"fieldType": "CURRENCY",
"fieldLabel": "Total Price",
"fieldName": "instest10__RootItemTotal__c"
}
},
"quotesToCompare": [
{
"attributes": {
"type": "Quote",
"url": "/services/data/v48.0/sobjects/Quote/0Q06g0000009yAWCAY"
},
"instest10__RootItemTotal__c": 2740,
"CreatedDate": "2020-04-01T20:35:57.000+0000",
"Status": "Draft",
"Id": "0Q06g0000009yAWCAY",
"Name": "Alan6 Auto Quote New Version",
"instest10__Type__c": "New Business",
"instest10__EffectiveDate__c": "2020-05-01",
"instest10__EndDate__c": "2021-04-30"
},
{
"attributes": {
"type": "Quote",
"url": "/services/data/v48.0/sobjects/Quote/0Q06g0000009yAHCAY"
},
"instest10__RootItemTotal__c": 1575,
"CreatedDate": "2020-04-01T18:53:26.000+0000",
"Status": "Issued",
"Id": "0Q06g0000009yAHCAY",
"Name": "Alan6 Auto Quote",
"instest10__Type__c": "New Business",
"instest10__EffectiveDate__c": "2020-04-01",
"instest10__EndDate__c": "2021-03-31"
}
],
"errorCode": "INVOKE-200",
"error": "OK"
}