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Could someone point me in the right direction, please? I'd like to add a default project based line item to any work-based order. Where do I create the record using a workflow? These don't bring up the form I get when I add something manually: Project Contract Line Detail, Order.
OOB you can't add a line item to opportunities, quotes, orders, and invoices.
You can try using the free Workflow Elements solution which provides a custom step that can be used to add line items.
I'll give it a try.
It took me a minute to figure out where to find it. (It showed a little further down in the Add Step menu than I thought it would). Once I found it setting it up was easy.
Thanks again, Jason!
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