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Hi there,
we have a contact subgrid on opportunity form and we need to retrieve the data in the subgrid in a microsoft flow. is there a way to get the data saved in the subgrid?
Please suggest.
Thanks,
Venu
Yes, you should be able to, assuming this is a standard 1:N from Opportunity to Contact.
You'd need to create a query within a List Records action to pull that data back. So:
(1) Perhaps trigger the flow on a button push on the Opportunity subgrid? (No way I can think of for Flow to know you have a new contact added to that subgrid.)
(2) Use the OpportunityID as the key to a query that finds all contacts linked to that ID.
(3) Loop through the List Records result, and do what you need to do...
HTH,
Dave
President, Visionary Software
http://crm-rules.com
Hi.
You can use a list record flow step to retrieve the list of contacts. I'm assuming with the subgrid on Opportunity. You have a lookup field on contacts linking to the primary opportunity.
See below screenshot. You'd replace new_opportunitylookupfield with your lookup field's logical name and after the eq you'll need to add in the value of the related opportunity ID.
new_opportunitylookupfield eq '@{triggerBody()?['contactid']}'
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