In this article we want to allow users to convert a Quote to an Order and open the new Order record. The business requirements are as follows:  

Rule # Description
1 Convert a Quote into an Order with the click of a button.
2 Any Quote Products related to the Quote to be converted into Order Products.
3 The newly created Order to be opened

The North52 Decision Suite solution works like this:

  • A Formula is set up on the Quote entity that
    • Converts a Quote into an Order
    • Converts all the Quote Products into Order Products as well
    • Opens the new Order
  • A Quick Ribbon is created which triggers the above Formula

Set up Formula and Quick Ribbon


  • Create a new Formula, setting the following values in the Formula Guide:
    • Source Entity set to Quote
    • Set Formula Type to Action
    • Select the Classic Formula editor
  • Change the Name of the Formula to Convert Quote to Order
  • Copy and paste the following into the Formula editor:
      iftrue([quote.statecode]= 0,
        UpdateRecord('quote', [quote.quoteid], SetAttributeStatus(  1 ,   3))
      UpdateRecord('quote', [quote.quoteid], SetAttributeStatus( 2 , 4)),
  • Click Save

Quick Ribbon

For steps on how to add a Quick Ribbon please see this article.


To test this, open up a Quote with Quote Products and click the Quick Ribbon button:

Did you know?

North52 Decision Suite helps organizations in all Industries

The North52 Decision Suite allows organizations to manage and automate the many decisions found in your processes. North52 helps:

  • Automate costly and repetitive decisions
  • Monitor and improve the quality of decisions
  • Ensure consistency
  • Enable fast response to change

All organizations in all industries can benefit from software that automate decisions related to risk, compliance, and configuration.

Learn more about the North52 Decision Suite