Perform an Estimate Transition
Purpose
To perform a transition on an estimate. The transitions that are supported for an estimate are:
Approve, Reject, Cancel, Mark as Approved, Mark as Expired, Mark as Sent
Request URL
https://fsm.zoho.com/fsm/v1/Estimates/<record_id>
record_id - The unique ID of the record.
Request Method
PUT
Scope
scope=ZohoFSM.modules.Estimates.UPDATE
Input JSON Keys
| Name | Description | Type | Mandatory |
| transition_id | The ID of the transition you want to perform on the estimate. It can be obtained from the record using the List Estimate Transitions API. | String | Yes |
| data | Use this to add notes while rejecting or canceling an estimate. N.B. Error will be thrown if the user does not have the Notes -> Create permission. | Map | Mandatory when rejecting or canceling an estimate. |
Sample Request
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Sample Input
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Sample Response
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