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195Hi all
CRM 365, On-premise
I want to create a Word template on a Quote level which can create a Quote document which we can send to our customers.
On the Quote document I want to mention Quote products, with the description, price etc.
Quote products are connected to Quotes, the Quote product contains a lookup to existing Products/Models (which is shown as the basic description of the product)
On the Word document, we also want to add the ProductId + an extended Text (from the related Product/Model).
The challenge is:
- In the Word template we can put information from the Quote itself or from directly related Entities. But the ProductId + Extended Text are on the Product/Model entity which is not related to the Quote entity but to the Quote Product entity
- I thought I could solve this by adding the ProductId + Extended text field to the Quote product Entity + a workflow that fill this information when the Existing product lookup is filled with a Product/ Model. But I have learned that it is not possible for a workflow to update a Quote Product record.... (and a business rule cannot fill fields based on related entities)
Any suggestions/Solutions??
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