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Customer experience | Sales, Customer Insights,...
Suggested answer

How to update Quote Product details using Workflow or Flow

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Posted on by 90

Hello,

In Quote product entity I have created some fields and I want to update those field using Workflow or Microsoft Flow. But system not allowed to update Quote Product entity.

How to update those fields, please suggest

  • NeilLombard Profile Picture
    NeilLombard 46 on at
    RE: How to update Quote Product details using Workflow or Flow

    Hi Lu Hao,

    I tried this however the Power Automate does not update the quote line as it produces an error.

    I put the Odata field in the Row ID however the error message is: The 'inputs.parameters' of workflow operation 'Update_a_row' of type 'OpenApiConnection' is not valid. Error details: The resolved string values for the following parameters are invalid, they may not be null or empty: 'recordId"

    Do you get the same?

  • Jacob.s17 Profile Picture
    Jacob.s17 464 on at
    RE: How to update Quote Product details using Workflow or Flow

    I can confirm Lu Hao's suggestions. I've used the same.

  • vincent nussbaum Profile Picture
    vincent nussbaum 125 on at
    RE: How to update Quote Product details using Workflow or Flow

    Hello,

    I'm having the same issue with this table.

    I have created a plugin to update only the tax column on a single record and it's not working.

    I receive the following error :

    Exception Message: This workflow job was canceled because the workflow that started it included an infinite loop. Correct the workflow logic and try again. For information about workflow logic, see Help.

    My plugin interfere with the current workflow in sales.

    I couldn't anywhere workflow on this table in the sales app

  • Suggested answer
    LuHao Profile Picture
    LuHao 40,876 on at
    RE: How to update Quote Product details using Workflow or Flow

    Hi Sakib,

    You want to update a lookup field in the flow, right?

    If so, in the updated field, you have to add a entity plural name before the guid, not just the guid, like /quotes/GUID.

    3113.image.png

  • Sakib Profile Picture
    Sakib 90 on at
    RE: How to update Quote Product details using Workflow or Flow

    Hello Lu,

    I have created a Microsoft Flow also but there showing the error :

    {

     "error": {

       "code": "0x0",

       "message": "Resource not found for the segment '0cc2acd3-a779-eb11-a812-000d3af22887'."

     }

    }

  • Suggested answer
    LuHao Profile Picture
    LuHao 40,876 on at
    RE: How to update Quote Product details using Workflow or Flow

    Hi Sakib,

    We can update Quote Product (Quote Line) through Microsoft Flow.

    The default display name of Quote Product is Quote Line, so we need to update the Quote Lines table.

    pastedimage1616160107342v1.png

  • Suggested answer
    meelamri Profile Picture
    meelamri 13,212 User Group Leader on at
    RE: How to update Quote Product details using Workflow or Flow

    Hello, 


    This is by design. There are special entities that cannot be updated with a workflow. Here you will find a list of entities that support or do not make modifications via a workflow: 

    Supported entities for processes

    The following table lists the entities that can be used to trigger process execution or to create a record within a process by using the CreateEntity class. This list is determined by the CanTriggerWorkflow property for each entity.

    SUPPORTED ENTITIES FOR PROCESSES
    Entity name Trigger a process Used for CreateEntity
    Account Yes Yes
    Annotation Yes Yes
    Appointment Yes Yes
    BusinessUnit Yes No
    BusinessUnitNewsArticle Yes No
    Campaign Yes Yes
    CampaignActivity Yes Yes
    CampaignResponse Yes Yes
    Competitor Yes Yes
    Connection Yes Yes
    ConnectionRole Yes No
    ConstraintbasedGroup Yes No
    Contact Yes Yes
    Contract Yes Yes
    ContractDetail Yes No
    ContractTemplate Yes No
    CustomerAddress Yes No
    CustomerOpportunityRole Yes No
    CustomerRelationship Yes No
    Discount Yes No
    DiscountType Yes No
    Email Yes Yes
    Equipment Yes No
    Fax Yes Yes
    Goal Yes Yes
    Incident Yes Yes
    Invoice Yes Yes
    InvoiceDetail Yes No
    KbArticle Yes No
    KbArticleComment Yes No
    KbArticleTemplate Yes No
    Lead Yes Yes
    Letter Yes Yes
    List Yes Yes
    Metric No Yes
    MailMergeTemplate Yes No
    Opportunity Yes Yes
    OpportunityProduct Yes No
    PhoneCall Yes Yes
    PriceLevel Yes Yes
    ProcessSession Yes No
    Product Yes No
    ProductPriceLevel Yes No
    Queue Yes Yes
    QueueItem No Yes
    Quote Yes Yes
    QuoteDetail Yes No
    RecurringAppointmentMaster Yes Yes
    RollupField No Yes
    RelationshipRole Yes No
    Report Yes No
    SalesLiterature Yes Yes
    SalesLiteratureItem Yes No
    SalesOrder Yes Yes
    SalesOrderDetail Yes No
    Service Yes No
    ServiceAppointment Yes Yes
    SharePointDocumentLocation Yes Yes
    SharePointSite Yes Yes
    Site Yes Yes
    Subject Yes No
    SystemUser Yes Yes
    Task Yes Yes
    Team Yes No
    Template Yes No
    Territory Yes Yes
    TransactionCurrency Yes No

    Doc: https://docs.microsoft.com/en-us/dynamics365/customerengagement/on-premises/developer/supported-types-triggers-entities-actions-processes#supported-entities-for-processes

    You can use power automaton (Flow) or plugins instead of standard workflows.

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