Microsoft Dynamics CRM (Archived)

Add value of ParentAccount to Opportunity field when Opportunity is created

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Posted on by Community Member

Hi,

I would like to achieve the following:

We have two fields:

- ParentValue (Parentaccount)

- OpportunityValue (Opportunity)

When an Opportunity is created I want the ParentValue in the OpportunityValue field. Is this possible?

i.e. ParentValue=80, when Opportunity is created OpportunityValue=80. When ParentValue changes to 90 then OpportunityValue remains 80.

There is a relationship between Opportunity > Account > ParentAccount.

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Community Member on at

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RE: Add value of ParentAccount to Opportunity field when Opportunity is created

What are those field type ParentValue and OpportunityValue?

field type = 'Whole Number'

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RE: Add value of ParentAccount to Opportunity field when Opportunity is created

Assuming that the relationship between Opportunity and Parent Account is N:1, you can trigger a workflow on create of an opportunity and set the value of OpptyValue to that of ParentValue (ParentAccount).

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gdas 50,091 Moderator on at

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RE: Add value of ParentAccount to Opportunity field when Opportunity is created

Hi ,

What are those field type ParentValue and OpportunityValue?

When an Opportunity is created I want the ParentValue in the OpportunityValue field. Is this possible?

If those field type is not lookup(different entity type) you can create workflow to set the value after creation.

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RE: Add value of ParentAccount to Opportunity field when Opportunity is created

Hi,

Thanks for you answer.

Do I need to create a workflow to populate the OpportunityValue field? What settings should this custom field have?

Populating the field only when the Opportunity is created is exactly what we need.

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Mahendar Pal 45,095 on at

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RE: Add value of ParentAccount to Opportunity field when Opportunity is created

Hi,

If I understand your question correctly, you want to auto populate value in opportunity from the parent account. You can use existing system relationship mapping and map your custom fields from Account->Opporunity, but keep in mind it will only work when you will create opportunity from the account so it will copy parentvalue to opportunity value, if parentvalue changes later it won't change opportunityvalue.

Another option is , you can write js code on the account lookup in opportunity , when someone creating opportunity they will select account and it will autopopulate parentvalue to opportunityvalue just like this: http://himbap.com/blog/?p=2874

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