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How to update Quote Product details using Workflow or Flow

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Posted on by Sakib

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

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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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Suggested answer

LuHao 40,892 on at

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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.

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Sakib 90 on at

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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'."

}

}

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LuHao 40,892 on at

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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.

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vincent nussbaum 125 on at

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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

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Jacob.s17 464 on at

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

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NeilLombard 46 on at

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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?

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