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>/actions/blueprint

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

Copiedcurl --request PUT 'https://fsm.zoho.com/fsm/v1/Estimates/4776000000265108/actions/blueprint' \
--header 'Authorization: Zoho-oauthtoken 1000.26xxxxxxxxxx.xxxxxxxxxx0' \
--header 'content-type: application/json' \
--data "{"field1":"value1","field2":"value2"}"

Sample Input

Copied{
    "blueprint": [
        {
            "transition_id": "4776000000169111",
            "data": {
                "Notes": "Duplicate estimate"
            }
        }
    ]
}

Sample Response

Copied{
    "code": "SUCCESS",
    "details": {},
    "message": "Action executed successfully",
    "actions": {
        "before": {},
        "after": {}
    },
    "status": "success"
}