Opportunity Product Workflow/Business Rule

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Posted on by DC Clark

Working with a client that needs to take a stored value in a Product record (ProductID) and write it into the Opportunity Product in a custom field in order for us to do some SSRS reporting. However, looking at the OOB relationships between Opportunity, Product and Opportunity Product, I'm not sure how to accomplish this without creating custom relationships and potentially removing some native functionality between the 3 entities.

Will this need to be done via JScript or Plugin? Or is there a way to accomplish this using the native workflow and/or business rule functionality?

Thanks in advance,

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Moxie777 40 on at

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RE: Opportunity Product Workflow/Business Rule

I have a simlar case, where I need to update Opportunity Product record with the data from Opportunity record. Is the best way to achive it via a plugin? What plugin is that? Thanks
Community Member Microsoft Employee on at

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RE: Opportunity Product Workflow/Business Rule

You may be able to accomplish this using the technique described in this post:

msdyn.blogspot.com/.../use-action-to-retrieve-data-from.html
DC Clark 60 on at

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RE: Opportunity Product Workflow/Business Rule

Thanks, I figured this was the case. Appreciate the quick response!
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a33ik 84,323 Most Valuable Professional on at

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RE: Opportunity Product Workflow/Business Rule

Hello,

I would suggest to use plugin. Path through JScript is possible but it would work only through UI - if record will be created through code or workflow - JScript would not work in this case.