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How to update lookup field from one entity to another entity

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Posted on by irfanshaikh786

In Opportunity i have 2 lookup fields called Opportunity category & Primary solution division.Now in quote product(entity) I have 2 lookup fields called Product division & Product category.I just want to update values into these two lookup fields from the Opportunity lookup fields whenver we create a quote product for the same opportunity.See my below screenshots.Both are different Entities & its not possible with workflow and business rule & field mapping.So Pls help me on this.

Quote Product fields

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mehdi.sadeghi 60 on at

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RE: How to update lookup field from one entity to another entity

hi you can solve this problem by two way:

1- in sql server you must create a daily sql job that daily update this lookup field from source (asynchronous)

2- create a step workflow (by visual studio) on Quote Product then call this step by real time workflow for update your fields (synchronous)
irfanshaikh786 45 on at

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RE: How to update lookup field from one entity to another entity

Thank you charan & Jupitar for replaying on my post.

I have check with script & plugin but its not working can u plz share the script code.Also if needed i will share the fields name & logical names.This will be helpful for me
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Jupiter Alappat 235 on at

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RE: How to update lookup field from one entity to another entity

Hi Irfan,

Please check the comment by Charan and hope it helps you to move forward.

If you still have any questions please do let us know. Glad to help.
Charan Raju C R 3,155 Super User 2024 Season 1 on at

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RE: How to update lookup field from one entity to another entity

Hi Irfan,

I assume the relationship between Opportunity and Quote Product is as below. Please correct if my assumption is wrong.

Opportunity --(1:N)--> Quote --(1:N)--> Quote Product

Your requirement is to map Primary Solution Division and Opportunity Category from Opportunity to Product Division and Product - Category in Quote Product respectively.

To achieve this, you can use both option 1) & 2) or only option 2) below.

1) Client side, you need to create a javascript function onload of Quote Product form to fetch and update these two lookup fields from Opportunity via Quote.

2) Server side, you can create a plug-in on pre-create (preferred) of Quote Product to fetch and update the lookup fields from Opportunity via Quote.