Creating a Scoping Action

Scoping actions enable you to define actions to run according to the responses in a scoping session. The relevant actions run when an estimate is created from a scoping session. You can also add conditions to actions so that they only run when the specified criteria is met.

For example, if an estimator's response to a requirement indicates that training is not required, an action can be created to remove the role requests for trainers from the estimate that's created.

To create a scoping action:

  1. On a scoping requirement response record, on the Scoping Actions related list, click New.
  2. Complete the appropriate steps based on the type of action you require.

    This option enables you to set the value of a field on a related estimate object to a specified value.

    1. Select Set Field Value, then click Next.
    2. [Optional] Enter a run order number to determine the order that the action is performed. An action with a run order of 1 is performed first when an estimate is created from a scoping session. If you do not manually specify a run order, actions are performed according to the order in which they were created.
    3. Select the target object that contains the field you want to update.
    4. Select the target field that you want to update.
      Note:

      The following field types are not supported: Salesforce system fields, calculated fields, auto number, email, formula, phone, URL, and any read-only fields. Lookup fields on estimates and their related objects are also not supported.

    5. Enter the value that you want the target field to contain.
    6. Click Next.
    7. You can add field conditions to the action. This enables you to define specific attributes of the new estimate's records that must be met for an action to be executed on them. For example, if you only want to delete role requests for trainers, you can set a condition where the resource role must be "Trainer". To add field conditions to the action:
      1. Click Add Condition.
      2. Select a field. The fields displayed are from the selected target object.
        Note:

        The following field types are not supported: Salesforce system fields and lookup fields on estimates and their related objects.

      3. Select an operator.
      4. Select the value to filter by.
      5. Repeat steps i-iv for each condition you want to add.
    8. Review the affected records in the Preview Records to be Modified by Scoping Action section.
    9. Click Create.

      10. To remove a condition, click Delete.

    This option enables you to modify the value of a number field on a related estimate object by adding, subtracting, multiplying, or dividing a specified value.

    1. Select Modify Field Value, then click Next.
    2. [Optional] Enter a run order number to determine the order that the action is performed. An action with a run order of 1 is performed first when an estimate is created from a scoping session. If you do not manually specify a run order, actions are performed according to the order in which they were created.
    3. Select the target object that contains the field you want to update.
    4. Select the target field that you want to update.
      Note:

      Only editable number, currency, and percent fields are supported.

    5. Select one of the following operators for the field modification:
      1. "Add" to add the specified value to the value in the selected target field.
      2. "Subtract" to subtract the specified value from the value in the selected target field.
      3. "Multiply" to multiply the specified value with the value in the selected target field.
      4. "Divide" to divide the specified value by the value in the selected target field.

      The target field is updated with the resulting value.

    6. Enter the value that you want to use with the operator to modify the field.
    7. Click Next.
    8. You can add field conditions to the action. This enables you to define specific attributes of the new estimate's records that must be met for an action to be executed on them. For example, if you only want to delete role requests for trainers, you can set a condition where the resource role must be "Trainer". To add field conditions to the action:
      1. Click Add Condition.
      2. Select a field. The fields displayed are from the selected target object.
        Note:

        The following field types are not supported: Salesforce system fields and lookup fields on estimates and their related objects.

      3. Select an operator.
      4. Select the value to filter by.
      5. Repeat steps i-iv for each condition you want to add.
    9. Review the affected records in the Preview Records to be Modified by Scoping Action section.
    10. Click Create.

      11. To remove a condition, click Delete.

    This option enables you to delete the specified object's records from the estimate that's created from the scoping session. For example, if you don't want role requests for certain roles in estimates when a specific criteria is met, you can omit them using this action.

    1. Select Delete Record, then click Next.
    2. [Optional] Enter a run order number to determine the order that the action is performed. An action with a run order of 1 is performed first when an estimate is created from a scoping session. If you do not manually specify a run order, actions are performed according to the order in which they were created.
    3. Select the target object that you want to delete the records of.
    4. Click Next.
    5. You can add field conditions to the action. This enables you to define specific attributes of the new estimate's records that must be met for an action to be executed on them. For example, if you only want to delete role requests for trainers, you can set a condition where the resource role must be "Trainer". To add field conditions to the action:
      1. Click Add Condition.
      2. Select a field. The fields displayed are from the selected target object.
        Note:

        The following field types are not supported: Salesforce system fields and lookup fields on estimates and their related objects.

      3. Select an operator.
      4. Select the value to filter by.
      5. Repeat steps i-iv for each condition you want to add.
    6. Review the affected records in the Preview Records to be Modified by Scoping Action section.
    7. Click Create.

      8. To remove a condition, click Delete.

    This option enables you to run a specified flow.

    Tip:

    You can create input variables in your flow for EstimateProductInstanceId and ScopingActionId to enable you to interact with the estimate records that are created in a scoping session. You must ensure the Available for Input checkbox is selected. For more information about creating variables in Flow Builder, see the Salesforce Help.

    1. Select Run Flow, then click Next.
    2. [Optional] Enter a run order number to determine the order that the action is performed. An action with a run order of 1 is performed first when an estimate is created from a scoping session. If you do not manually specify a run order, actions are performed according to the order in which they were created.
    3. Select the flow that you want to run.
      Note:

      Only active autolaunched flows whose name includes the string defined by the Guided Scoping Flow Identifier custom setting field are displayed. For more information, see Guided Scoping Flow Identifier.

    4. Click Create.
  3. Repeat steps 1 and 2 to create more actions.

Your users can now use scoping sessions to create an estimate. For more information, see Creating an Estimate in a Scoping Session.