Mapping Product option set field with Opportunity Product option set field doesn't work

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Posted on by david.abax

Hello,

I'm trying to get the two custom created option set fields mapped. The field should be filled manually in the Product entity, when a new product is beeing created. Then when creating a new opportunity and adding an existing product, the value of the prdocut should be mapped there also. But it seems it doesn't work.

I followed this guide, step by step, https://community.dynamics.com/crm/b/powerxrmblog/posts/how-to-map-option-set-fields-in-crm

I created two new custom option set fields in Product entity and Opportunity entity with the "Use Existing Option Set" to yes.

Any ideas what I'm missing? We are running on-premise with version 8.2

Thank you!

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meelamri 13,216 User Group Leader on at

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Hello,

When you are using mapping, data will only be copied from source to target when you create the one record from the other.

So mapping will not work in your case. You need a process.

Please read this blog:

itsolutions.bdo.ca/.../

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david.abax 40 on at

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Hi,

thank you for your reply.

Why doesn't it work? The product has a value in the custom field there. When I add a product in an opportunity, the value of custom field doesn't get mapped or copied from the source.

Also when I try to create a new workflow/process; when I want to add a step to update the record, I can not update within the Opportunity Product entity.

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meelamri 13,216 User Group Leader on at

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Hi,

Sorry, maybe I misunderstood your use case. Can you please provide some screenshots ?

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david.abax 40 on at

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In the Product entity (source), I made this new custom field as Option Set with Use Existing Option Set to Yes.

In the Opportunity entity (target), I also made the same custom field with the same set up as above.

In the Product entity (source) I created an additional Refential 1:N relationship and made the mappings there too.

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meelamri 13,216 User Group Leader on at

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So you want to have the same optionSet value in your opportunity product ?

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david.abax 40 on at

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Yes, the value will be entered once in Product.

Everytime when the product is added as an opportunity product, this value should be automatically copied/mapped.

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meelamri 13,216 User Group Leader on at

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I will replay your scenario, I will give you a feedback ASAP.

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david.abax 40 on at

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It seems that the mapping between Product and Opportunity Product is not supported generally.

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Paul_Owen 2,027 on at

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It won't work because an Opportunity Product is a child record of an Opportunity not of a Product. The reason you can't access it in a workflow is because a lot goes on behind the scenes to provide Microsoft's intended functionality so you they restrict what you can do to avoid breaking it.

Mapping will only work for example like converting a lead to an opportunity it also creates an Account and Contact and you can map any Lead field to any of the same fields on those entities, your custom field is on Product, you are not creating a new product when you create an Opportunity Product hence why it doesn't work.

Regards

Paul

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david.abax 40 on at

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Thank you for your reply,

do you have any workaround solution for this to get it work?

Mapping doesn't work, workflow doesn't work and even business rules can't handle this with setting up a condition to check the value of the source field.

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