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ReportIs there ANY way to update fields on the order product?? I'm trying via export for re-import and via workflow and it does not seem to work.
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Is there ANY way to update fields on the order product?? I'm trying via export for re-import and via workflow and it does not seem to work.
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When you click "+" in that subgrid, will you see a new window/tab where you will provide order product details? If yes, the script should be added to the order product form
On the other hand, if you are creating those orders from quotes.. I'm guessing you'll still need a plugin.
[quote user="Alex Shlega"]
Hey,
it might, but it seems, you can't create an entity and add a lookup field which will be referencing order details (at least I could not do it yesterday).
BTW, in 365, you can add an order line directly into the subgrid and edit it there.
Are you always using a specific form in the 2015 version? If yes, you could probably just add javascript there (to the form "onsave", for example) to copy field value from the out-of-the-box field to the new field
[/quote]
The fields are on the Order Product entity, but we use the Order Product grid that is on the Order form. Does the javascript belong on the Order form?
Hey,
it might, but it seems, you can't create an entity and add a lookup field which will be referencing order details (at least I could not do it yesterday).
BTW, in 365, you can add an order line directly into the subgrid and edit it there.
Are you always using a specific form in the 2015 version? If yes, you could probably just add javascript there (to the form "onsave", for example) to copy field value from the out-of-the-box field to the new field
[quote user="Alex Shlega"]
Here is another link mentioning the business rules/workflow for order products(not that it helps any more, but just FYI)
crmtipoftheday.com/.../no-workflows-for-you-opportunity-product
[/quote]
Hi Alex, what if I created a new entity called "Order Product Detail" and relate it to the Order Product. Then could I create a workflow to update the Order Product Detail entity based on values from the Order Product?
[View:https://community.dynamics.com/crm/f/117/t/234051#:750:50]
Here is another link mentioning the business rules/workflow for order products(not that it helps any more, but just FYI)
crmtipoftheday.com/.../no-workflows-for-you-opportunity-product
[quote user="Alex Shlega"]
Did you try creating a business rule (scope = entity)? It should work for the new records..
For the existing records, you might still need some sort of "mass update" initially. Are you getting any errors when trying excel import? I just tried(on a different version, though), and it worked just fine.
[/quote]
Thanks for your help Alex, but I don't see it enabled for order products. I did run an excel import and it seems to be working. But I will need to update this field multiple times a day.
Did you try creating a business rule (scope = entity)? It should work for the new records..
For the existing records, you might still need some sort of "mass update" initially. Are you getting any errors when trying excel import? I just tried(on a different version, though), and it worked just fine.
[quote user="Alex Shlega"]
Are you familiar with plugin development? If not, it might not be worth it.. but you should probably start here:
msdn.microsoft.com/.../gg328490.aspx
On the other hand, are you trying to setup a process or is it a one-time update? Could you clarify what you are trying to do?
[/quote]
I'm trying to setup a process. There is a field on the order product. I just want to copy those values onto another field on the order product.
Are you familiar with plugin development? If not, it might not be worth it.. but you should probably start here:
msdn.microsoft.com/.../gg328490.aspx
On the other hand, are you trying to setup a process or is it a one-time update? Could you clarify what you are trying to do?
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