How to add button to case record that opens a new quote in edit mode with some fields filled in from the case fields?

AI generated answer (using internal Slack threads):

To add a button to a case record that opens a new quote in edit mode with some fields filled in from the case fields, you can use a combination of SuiteScript's User Event and Client scripts. Here's a step-by-step guide: 1. Create a User Event script that adds a button to the case record when it's in view mode. This script will also link to a Client script that will be triggered when the button is clicked.

javascript
function beforeLoad(context) {
    context.form.addButton({
        id: "custpage_quote_button",
        label: "Create Quote",
        functionName: "OPEN_QUOTE_FORM"
    });
    context.form.clientScriptModulePath = "SuiteScripts/display_quote_button_cs.js";
}

2. Create a Client script that will be triggered when the button is clicked. This script will open a new quote in edit mode and fill in some fields from the case record.

javascript
function OPEN_QUOTE_FORM() {
    var caseRecord = record.load({
        type: record.Type.CASE,
        id: context.newRecord.id
    });

    var quoteRecord = record.create({
        type: record.Type.ESTIMATE,
        isDynamic: true
    });

    quoteRecord.setValue({
        fieldId: 'entity',
        value: caseRecord.getValue('company')
    });

    // Add more fields as needed...

    var quoteId = quoteRecord.save();

    var quoteUrl = url.resolveRecord({
        recordType: 'estimate',
        recordId: quoteId,
        isEditMode: true
    });

    window.open(quoteUrl);
}

return {
    pageInit: pageInit,
    OPEN_QUOTE_FORM: OPEN_QUOTE_FORM
};

Please note that you need to replace

'SuiteScripts/display_quote_button_cs.js'

with the actual path to your Client script file. Also, replace

'company'

with the actual field id from the case record that you want to copy to the quote. ****** Disclaimer: This response was generated by an artificial intelligence assistant based on previous conversations from multiple Slack channels, and may contain inaccuracies or mistakes. ******