Get text value from opportunity to Opportunity product, code or no code

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Posted on by Community Member

Hi.

I need to get the value of a text field from the opportunity to opportunity product. I'm use D365 
I tried to make a plugin but it turns out that it does not throw any errors and does not copy the value of the text field

the field name in opportunity is: bzg_companyname
the field name in opportuniryproduct is: bzg_companyname

this is the code

public void Execute(IServiceProvider serviceProvider)
        {
            
            IPluginExecutionContext context = (IPluginExecutionContext)serviceProvider.GetService(typeof(IPluginExecutionContext));
            IOrganizationServiceFactory factory = (IOrganizationServiceFactory)serviceProvider.GetService(typeof(IOrganizationServiceFactory));
            IOrganizationService service = factory.CreateOrganizationService(context.UserId);
            Entity Opportunity = new Entity("opportunity");
            if ((context.InputParameters.Contains("Target")) && (context.InputParameters["Target"] is Entity))
            {
                Entity entity = (Entity)context.InputParameters["Target"];
                if (entity.LogicalName != "oportunityproduct")
                    return;
                try
                {
                   if (entity.Contains("opportunityid"))
                   {
                       Opportunity.Id = ((EntityReference)entity["opportunityid"]).Id;
                       Opportunity["bzg_companynameforurl"] = entity.Contains("bzg_companynameforurl") ? entity["bzg_companynameforurl"].ToString() : string.Empty;
                       service.Update(entity);
                   }
                }
                catch (InvalidPluginExecutionException ex)
                {
                    throw ex;
                }

             }
        }

Please, I'm not a full developer, so can you suggest me any solution, could be a plugin or not

thanks a lot

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Community Member on at

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RE: Get text value from opportunity to Opportunity product, code or no code

Hi Pravin, thanks for your time

The relationship mapping exist, but doesn't work. but maybe I could try with your code reference.

thanks

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Community Member on at

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RE: Get text value from opportunity to Opportunity product, code or no code

Hi Ravi, thanks for your time

Ok, the thing is, in the opportunity record, I add the opp product from the grid like an existing product. when the product is added in the grid, I open the opp product record and should be the text field copy in the opp product.

in fact, the relationship mapping exist, but doesn't work

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Verified answer

Pawar Pravin 5,237 on at

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RE: Get text value from opportunity to Opportunity product, code or no code

Hi ,

It depends upon how you creating record of opportunity product.

1. If you are creating opportunity product manually from subgrid or associated view then mapping fields will work.

Please refer below url for reference:

[View:https://www.marksgroup.net/blog/dynamics-365-mapping-fields/:750:50

2. In other hand if you are creating opportunity products using JS/workflow/plugin/console or using any other third application then create pre-create operation plugin on opportunity product.

This case you need not to update record.

Please refer below code for reference:

Guid opportunityId = opportunityproduct.Attributes.Contains("opportunitylookuplogicalnamehere") ? opportunityproduct.GetAttributeValue("opportunitylookuplogicalnamehere").Id : Guid.Empty; Entity opportunity = service.Retrieve("opportunity", opportunityId, new ColumnSet("bzg_companyname")); string bzgcompanyname = opportunity.Attributes.Contains("bzg_companyname") ? (string)opportunity.Attributes["bzg_companyname"] : string.Empty; opportunityproduct.Attributes["bzg_companyname"] = bzgcompanyname; context.InputParameters["Target"] = opportunityproduct;

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RaviKashyap 55,410 Moderator on at

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RE: Get text value from opportunity to Opportunity product, code or no code

Hi,

Do you need to copy From "Opportunity" to "Opportunity Product" or from "Opportunity Product" to Opportunity"?

In your question you have mentioned From "Opportunity" to "Opportunity Product" whereas the plugin you have written is on thecoded to trigger on "Opportunity Product" entity.

Either way, you don't need plugin.

From "Opportunity" to "Opportunity Product" : Use out of box mapping

From "Opportunity Product" to Opportunity": Use real time workflow

Hope this helps.

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