Opportunity-Get Related Opportunity Product fields in workflow email

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Posted on by Community Member

Hi guys,

I am trying to send an email via workflow, primary entity is OPPORTUNITY, I also want to get fields from OPPORTUNITY Product, however I am not winning in selecting that from the related entities in the "Look for" dropdown list.

Any suggestions in how to tackle this?

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Marian Buruiana 4 on at

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RE: Opportunity-Get Related Opportunity Product fields in workflow email

Hi, can you share with us your custom workflow?

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Community Member on at

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RE: Opportunity-Get Related Opportunity Product fields in workflow email

Thanks for all the responses guys. I ended up writing a custom workflow to get the desired results.

Appreciated.

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meelamri 13,216 User Group Leader on at

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RE: Opportunity-Get Related Opportunity Product fields in workflow email

Hello,

I replay your scenario using Flow.

First, i added a new field called "related products report". Please refer to the image:

To populate this field, i created two Flows. (onCreate/onUpdate) of the opportunityProduct.

Then you can use this field in your workflow.

Maybe you can avoid creating field. And construct your email directly using Flow. Hope this helps.

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M.Azwar Alam on at

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RE: Opportunity-Get Related Opportunity Product fields in workflow email

Hi,

You need develop custom workflow activity to get specific child record fields data

Mark answer as verified, if it is feasible for you

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LuHao 40,890 on at

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RE: Opportunity-Get Related Opportunity Product fields in workflow email

Hi Neeft,

As ba365guy said, in the workflow we cannot dynamically get the field values of the child records.

Because the relationship between Opportunity and Opportunity Products is 1: N, we cannot get the field values of Opportunity Products (child) in the Opportunity workflow (parent).

Imagine this scenario, a parent record has many child records, we only say that the parent record needs to get the value of a certain child record, then the parent record cannot determine which child record to take the value from.

Conversely, a child record has only one parent record, so the child record gets the value of the parent record smoothly.

Therefore, we cannot get the field values of Opportunity Products in the workflow of Opportunity.

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ba365guy 2,950 on at

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RE: Opportunity-Get Related Opportunity Product fields in workflow email

Opportunity and Opportunity Product are related as 1:N

Inside workflow email editor, you will be able to access the parent entity's details i.e. N:1 only

This is because, there are 'N' child records (for opportunity) and which record's data to be populated in email?

That's why it is not feasible with Out of box workflow email editor

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