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Hi,
I have a client requirement where I need to transfer description from Opportunity Product to Work Order Product on approval of Opportunity.
I tried using Workflow and Power Automate but no luck as both the entities dont have direct relationship between them.
Please guide me through this.
Thank you,
Vedvati Athavale
Hi Vedvati, I noticed this was never answered. A few questions so I can help guide you. What is the process where the opportunity product relates to the work order product? With no direct relationship, what is your process that leads you to want to grab the description? Perhaps wherever you have the process to connect these two you can grab the description and copy it over?
Does it make sense to store the description on the product itself instead of opp product or is there a unique description for each oppproduct?
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