Updating opportunity product from opportunity.

(0) Share

Report

Posted on by PEj

Hi,

I need to copy a value from the opportunity entity to all the opportunity products attached to the opportunity. I known the best way is via a plugin but just not to sure on the code any help would be appropriated

*This post is locked for comments

All responses (6)

Answers (1)

PEj on at

Like (0)

Report

RE: Updating opportunity product from opportunity.

Thanks for the advice Flydancer, but the the field gets populated after the products have been attached to the Opp.
Suggested answer

Flydancer 1,332 on at

Like (0)

Report

RE: Updating opportunity product from opportunity.

Hi Paul,

if you want to automatically "copy" a value from the opportunity to your opportunityproducts you could just add a new mapping to your existing product_opportunities relationship.
PEj on at

Like (0)

Report

RE: Updating opportunity product from opportunity.

Hi,

I wrote my own Custom Plugin to copy the information over.

PEJ
e0209 45 on at

Like (0)

Report

RE: Updating opportunity product from opportunity.

Hello, hope you are doing well. How did this go?

Any chance you have an end-to-end guide on using the UltimateWorkflowToolkit to do this?

Am pretty new to this and not able to work it out from the two wiki articles.

Thanks!
PEj on at

Like (0)

Report

RE: Updating opportunity product from opportunity.

Thanks Andrew, looks good I'll have try and let you.
Verified answer

a33ik 84,323 Most Valuable Professional on at

Like (1)

Report

RE: Updating opportunity product from opportunity.

Paul,

You can do it with no code using my Ultimate Workflow Toolkit.

I still work on documentation but in general you will have to use combination of "Request Builder" - github.com/.../Request-Builder and "Update Records" - github.com/.../Bulk-Operations

Feel free to give it a try and ask any questions if you have issues.