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Opportunity Products and Flows

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Posted on by corinnep

Hello,

Can you update fields upon creation of new opportunity products using a flow? I will give more background information:

My organization uses opportunities and opportunity products. Our region has yet to receive the Wave 1 release and I did try to turn on the opportunity product enhanced function, but it makes no change whether it is on or off. My opportunity products have a couple custom fields, one being a due date and time, the other being assigned estimator. The assigned estimator is a user look up. I am being asked to create a flow that will look at the last created opportunity product and grab the estimator and due date and fill those fields on the newly created opportunity product with that information.

I am a beginner and self taught, so I am hoping I can get any insight or help. Is this request even possible? As now I am finding information about flows not working on opportunity products but most of the articles/blog posts and whatnot that state that are years old. When messing in flow, I do have the option to select opportunity product, so I feel like this is something that could have been changed since then. If not, then is this something that can be achieved with a business process maybe? Again, any insight at all to get me started would be so appreciated!

Thanks!

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LuHao 40,892 on at

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Hi corinnep,

It is not difficult to create such a flow. First, we need to figure out one thing.

"create a flow that will look at the last created opportunity product"

Do you mean the last created opportunity product in its own opportunity, or in all opportunities?

For example, the last created product in opportunity A was at 6 o'clock, and the last created product in opportunity B was at 7 o'clock. Then I created a new opportunity product in opportunity A. Will it grab opportunity A or B?

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D365girl on at

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Hi Corinne,

Thank you for asking your question on this community.

If I understand your question right, something like this could be a starter (just clicked that together in 2 mins for illustrative purposes)

Does that help?

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corinnep 20 on at

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Hello Hao,

In your example, I would like the information to be grabbed from opportunity A. I do mean on its own opportunity.

Thank you for your response!

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corinnep 20 on at

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Hello Tatjana,

I will give that a try, thank you for your response it is VERY appreciated! :)

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corinnep 20 on at

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Tatjana,

Is there a reason why I would not have the entity options "Opportunity Lines" or "Existing Product"?

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D365girl on at

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Can you check, if you are on the right Environment?

If that doesn't help we could have a 10 minute Teams session and I'm pretty sure we can solve that

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LuHao 40,892 on at

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Hi corinnep,

Please refer to this flow.

The logic of this Flow is that when an Opportunity Line is created, it traverses the two Opportunity Lines that have the same Opportunity as the created Opportunity Line and is latest, and updates the fields of the created Opportunity Line with their field values.

The reason for traversing the two latest records is that the first latest record is the one created, so we need to find the second one.

In addition, you reflect that there is no "Opportunity Lines" or "Existing Product" in your environment. This may be because the display names of these two lookup fields have been changed.

"Opportunity Lines" is a display name, and the corresponding entity name is opportunityproduct.

"Existing Product" is a display name, and the corresponding field name is productid.

The display name can be changed, but the name cannot.

Therefore, you need to find the corresponding display name according to opportunityproduct and productid.

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LuHao 40,892 on at

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Hi partner,

Please click Yes under "Did this answer your question?" to close this thread.

Thanks.

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