510
Is there a way to use the same command as the getProduct button but to get products from others Quotes?
Something like have a lookup fireld to Quote in the screen that appears after getProduct click.
*This post is locked for comments
If you have used code, then you should go for actions in CRM. Your requirement is suitable for using action in CRM. Action can also triggered from JavaScript on button and you can achieve your requirement.
There are some solutions on internet that duplicates records using SDK metadata. But all those solutions that i found are paid, so i made my own code.
I create a button at Quote that change a date field. The date field trigger plugin and the plugin copy the current record.
The plus is: I create a Odata that go to the new created record after it is created.
I want this functionality on Quote. I want to be able to select both on Quote record.
On which entity you want this functionality?
If you are on quote and click on get product, you get an option to select any opportunity.
If you are on order and click on get product, you get an option to select any quote.
Stay up to date on forum activity by subscribing. You can also customize your in-app and email Notification settings across all subscriptions.
#1
André Arnaud de Cal...
291,269
Super User 2024 Season 2
#2
Martin Dráb
230,198
Most Valuable Professional
#3
nmaenpaa
101,156
Share
Report
All responses (
Answers (