Hi Damon,
Why you need to to this?
Okay, there a lot of scenarions of creating Quote.
For example:
Now, in your opportunity you have 2 Products, A and B.
Then, now you create Quote directly from the Opportunity, it will create a Quote and also mappint its parts, like Products as well.
Now, in your Quote Q1, you will have 2 products, okay.
In this case indeed you dont need Get products feature.
Second scenario, you already created an Opportunity and a Quote.
Now, you back to your Opportunity, that is still open for editing, you add 1 more product, product C and also one more, product D, and also one more product E, which is you keep adding this and keep adding time by time.
Now, you see the Q1, are the new related products (3 products, C, D, and E) automatically added to the Quote?
The annswer is No.
Because there is no parent-context mapping anymore between them, remember mapping wont work if you do updating or outside the parent, and only for Create action.
Then, what you want to do if you also want to include C-E to the Quotes? You can add the products one by one manually?
But, why would you do that if you can have it done by just clicking the 'Get Products'?
Third scenario, you create the Quote, but outside the Opportunity.
You create from CRM -> Sales -> Quotes
Then, you create the Quote, choose manually the Opportunity, or you forgot to fill the Opportunity, then you update it, you will get No Product defaulted for your newly created Quote.
What should you do? Again, you can add one by one or you can just copy paste the product from an Opportunity to the destined Quote.
That is using 'Get Products'
Hope this helps.
Thanks.
