Workflow to create opportunity and add associated product lines

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Posted on by Alexadkin

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Hi all,

I have created a workflow to create an opportunity when a previous opportunity is won. This works fine, now I would like to copy the opportunity products from the same opportunity to the newly created opportunity using a workflow. I know OOB there is no way to achieve this, I thought I could use Aiden Kaskela's workflow elements but I can't see a way to add opportunity product dynamics values to the "add Sale Items" step. Can this be done with workflow elements or otherwise with no code or low code?

Thanks

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Leads or Opportunities

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a33ik 84,319 Moderator on at

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RE: Workflow to create opportunity and add associated product lines

I'm adult and I don't believe in miracles - there is an explanation why this error is thrown and I'm pretty sure it's easy.

Can you try to create the same opportunity you're creating by a workflow and check if product can be added?
Alexadkin 517 on at

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RE: Workflow to create opportunity and add associated product lines

Thanks anyway Andrew, i figured out the input argument, im new to "actions", even as you suggested i had this same issue, i will try and find some other way.
a33ik 84,319 Moderator on at

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RE: Workflow to create opportunity and add associated product lines

Ok. So during creation of opportunity product - use this input argument instead of reference from opportunity product. I can't give you a screenshot. You will have to figure out that by yourself.
Alexadkin 517 on at

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RE: Workflow to create opportunity and add associated product lines

sure thing
a33ik 84,319 Moderator on at

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RE: Workflow to create opportunity and add associated product lines

Can you please do a screenshot similar to following of your "Opportunity" action parameter similar to following and post it here:
Alexadkin 517 on at

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RE: Workflow to create opportunity and add associated product lines

I have opportunity line and opportunity line and opportunity entities, appreciate the assistance
a33ik 84,319 Moderator on at

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RE: Workflow to create opportunity and add associated product lines

Hello,

You can find example described in the post I mentioned before - butenko.pro/.../

Can you please confirm that for "Opportunity" action put you provided Entity as "opportunity"?
Alexadkin 517 on at

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RE: Workflow to create opportunity and add associated product lines

Hi Andrew,

1: So i removed write in product, it still failed.

2: for point two how would I do that and where does the reference get passed? screenshot would help.

Thanks
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a33ik 84,319 Moderator on at

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RE: Workflow to create opportunity and add associated product lines

There is no guarantee that it will resolve the issue but try following 2 things:

1. Try not to pass "Write In Product".

2. To Opportunity pass a reference from "Action Input" Opportunity and not reference to "initiating" opportunity.
Alexadkin 517 on at

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RE: Workflow to create opportunity and add associated product lines

Hi Andrew,

As below - Thanks