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Microsoft Dynamics CRM (Archived)

Pop-up for Write-in product and inline edit for existing

Posted on by Microsoft Employee

Hello,

I would like to know if it's possible to have in the quote or in the opportunity the possibility to have a pop-up that shows up for the write-in product and not for the existing product. So I want to keep the inline edit for existing products.

I know that changing the view will activate the pop-up but it will do for write-in and existing like explained here https://community.dynamics.com/crm/f/117/t/233544

The reason why I am asking is that we have custom fields in our product form. These custom fields are filled out for the existing products, not for the write-in.

Thank you.

Val

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  • Suggested answer
    diegompc Profile Picture
    diegompc 798 on at
    RE: Pop-up for Write-in product and inline edit for existing

    Hi Valskaya!

    I think, you should try to populate that fields on Opportunity Line Form (for oportunities).

    Regards!!

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