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Customer experience | Sales, Customer Insights,...

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Product Properties on a quote product

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Posted on by Jim Pikalek

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On the main quote product edit form there is a control to display and edit the custom product properties on my product. In order to save changes to the product properties field, I have to click a save button on the top right of the product properties control. If I save and close the form without clicking this save button I lose all my changes to the product property fields. Is there a way to automatically save the product properties section when saving a form either via configuration settings or custom code?

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Daniel Hamre Microsoft Employee on at

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Are you using the UCI app or are you using legacy UI?

Are you using the Quote form (or Project Service or Field Service forms)?

The control which you are flipping to allow edit, is that the 'Select Product' control so you can then write in your own product?

You may be able to utilize an onSave to force a save. I believe you are on the Quote Line entity here and could check if the field you are typically populating has data, if so then trigger a save.

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