How to add a new button to the form of new opportunity?

Question

this is the form where i want to add the "save & new quote" button .Is it possible to add a button to the New Opportunity flow? Once the form is felled , I'd like to have the option to click save and create a new quote. "Save & New quote". Thanx in advance!

Answer 1

You will need to create a screen flow and embed it on a contact or account lightning record page. That way you can customize the fields for input and override the screen flow buttons (see: Override Screen flow's button actions). After the screen flow, use the create records element to create a new quote and specify what values you’d like to use for creation.