How To Map Custom Field From Opportunity To Opportunity Product Entity

(0) Share

Report

Posted on by MohamedSaeed

I Created Custom Field Of Type Lookup Called "Customer Name " in The Opportunity Entity and Create another Lookup Field
Called "Customer name" In Opportunity Product Entity ,
I need To Map Value From The Opportunity Entity To Opportunity Product
I Try To Do this By Edit 1:N Relationship Of Opportunity Entity With Opportunity Product
But it Doesn't work
Any Solution For This Case?!

*This post is locked for comments

I have the same question (0)

All responses (11)

Answers (3)

Suggested answer

Rawish Kumar 13,758 on at

Like (1)

Report

look for relationship type : referential and add the mapping there.

Was this reply helpful? Yes No
Suggested answer

Community Member on at

Like (1)

Report

Hi Mohamed,

I tried mapping an additional field from Opportunity to Opportunity Line (opportunityproduct) and the mapping only works if I add from Related records navigation but does not work on the OOB sub-grid under Product Line Items.

I tested in 8.2.2.1458 version.

The OOB sub-grid is not like a normal sub-grid and has a bunch of CRM system code running behind it. (Remember that this grid was editable even before we had editable grids.)

Worth checking with MS as it seems like an oversight.

-Aamer.

Was this reply helpful? Yes No
MohamedSaeed 85 on at

Like (0)

Report

Sorry There's No Relationship between Opportunity and Opportunity Product

Of Type Referential

Can You Explain More Please

Was this reply helpful? Yes No
MohamedSaeed 85 on at

Like (0)

Report

Thank You Aamer, For your Support

Was this reply helpful? Yes No
MohamedSaeed 85 on at

Like (0)

Report

Thank You Aamer For Your Support , But i didn't catch what Are You need to say .. sorry can you Explain more ?!

Was this reply helpful? Yes No
Verified answer

Community Member on at

Like (1)

Report

Hi Mohamed,

As Rawish told, we may add field mappings between 2 Entities by going to the corresponding relationship and then Mappings.

In our case the relationship is between Opportunity and Opportunity Product (Opportunity Line in latest releases) entities if you go to 1:N relationships of Opportunity Entity and search for Related Entity as Opportunity Product.

These mappings only work in context of the related entity (like creating related record from sub-grid or from related records navigation)

So in case of Opportunity Products, it seems to work from related records navigation but not from the OOB Opportunity products sub-grid.

You may open a support ticket with MS to check if this is expected behavior or not.

Was this reply helpful? Yes No
Verified answer

Carol J Kelly 7 on at

Like (1)

Report

Hi Mohamed,

The main record entity must be creating the subgrid record for the mapping to work. The record will map the lookup data over if created from the parent entity record and fields are mapped in the relationship. Otherwise workflows.

Was this reply helpful? Yes No
Verified answer

Community Member on at

Like (1)

Report

As Carol suggested Workflows will be a good workaround.

It's odd that normal sub-grids allow/enforce new+old field mappings.

But the Product Line Items sub-grid does not do it for any new mappings.

Was this reply helpful? Yes No
MohamedSaeed 85 on at

Like (0)

Report

Thank You Carol For Your Support

Was this reply helpful? Yes No
MohamedSaeed 85 on at

Like (1)

Report

Thank You Again Aamer , I Appreciate That

Was this reply helpful? Yes No