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Hi,
I'm trying to create a workflow that will copy the data in a quote into an opportunity.
The main bit works fine, but im stuck when trying to copy the quote products over into the opportunity - as opportunity products.
How can i manage this?
Hi,
Thank you for your query.
You cannot run get child records in the workflow (quote lines).
You can write a custom code activity (custom step), to get the list of current quote products and create opportunity lines.
Or, it is easier using Microsoft Flow.
Here is the high-level flow idea:
If you cannot use Flow, here is another trick.
Following toolkit you can update the child records:
Here is the high-level workflow logic:
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