We received a request from our customer service manager to set the sales rep and territory to the user who creates a quote from case entry (Actions > Create Quote Header). I did a trace with Jose’s cool Trace Parser, and see it’s calling the Erp.Proxy.BO.HelpDeskImpl.CreateQuote() method, so I started my BPM there.
I had planned on using the Set Field widget, but can’t find SalesRepCode or TerritoryID in the ttHDCaseQuote dataset. It is in the ttHDCase dataset, but setting them didn’t work on the quote - it still used our generic territory that all customers are assigned to. The BPM did fire, since I got the pop-up message.
Next steps? Thanks as always!