We had a requirement to convert a won Opportunity to a Contract. Since this is not an out-of-the-box feature, what we did to achieve this is we’ve created a custom action.
First thing to do is create a custom action. I named it Convert to Contract.
Next, we’ll define the parameters. Since we need to have the record values of the opportunity to convert to a contract, add the Opportunity entity as an Input in the Process Arguments.
I didn’t add any steps since we’ll use a plugin to do the conversion of opportunity to contract, which I’ll discuss in the second part of this blog.
Save the new custom action then activate.
I created the following variables to indicate the details of the actions including the name, action parameters and link. Then I called the action using the WEB API library with the variables as my parameters.
Once the action is complete, it will call on the success callback that would display a notification in the header bar.
Now create a ribbon in the opportunity form and use the ConvertToContract function.
Try to execute the Convert to Contract button and see if it works.