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Customer experience | Sales, Customer Insights,...
Unanswered

Grabbing field in one entity to display in view in another entity

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Hey everyone, I am fairly new at CRM and am currently trying to get the value of my customer description field(in a custom entity) to display in the Quote Products Add Products View (When I want to add a product to a quote). I'm finding it a bit complicated.

So at the moment I have created a custom Entity to grab all the information of a Price List Item. Except I also added a Customer Description field.

pastedimage1657464716828v1.png

I have a subgrid in my Quote Entity that displays my products I have added to the quote. This view is coming from Quote Products entity.

pastedimage1657465013172v2.png

When I got to Add Product, the view pops up. I want to display the customer description field in here with the products that are related. So any products that have the same Price List (pricelevelid) as the quote. In this case there's only 2. Right now customer description it's showing empty.

pastedimage1657465056584v3.png

I have tried mapping the fields but that doesn't seem to work. I tried doing it through plugin but I'm still not the greatest at making those. Also tried doing it through fetch xml. For all I know I could just be missing a step but it's been kicking my butt figuring this out the past week. Any help would be appreciated.

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