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Hi Everybody!!!
I try to create a workflow about adding order's product line, I can't make it!
The process is the next:
When some specific fields of Account/Contact are checked, then system should create an order, and this order has a specific order's product lines depend on what Account/Contact's fields are checked ( previously mentioned).
I try to follow the instructions of workflow " first create a order, then update the order to add line product" but it doesn't work.
Can anybody help me? Any idea?
Thanks in advance
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Can you include a screenshot of the activity details?
Hi,
It is, it's called 'Sales - Add Line Item'. You'll pass in the order, invoice, quote or opportunity, then details about the product to add.
Thanks,
Aiden
Hi Jose,
I know I'm late to the party, but I added this functionality to my Workflow Elements solution at https://kaskela.wordpress.com . You can now add line items to opportunity, quote, order and invoice, and convert a quote to an order and an order to an invoice. Check it out and let me know what you think or if you need it to do something else.
Thanks!
Aiden
Hi Jose,
Please try out our Create Product Line Worfklow from this link:
http://www.cartagena.no/#!mscrm-addons/l2y55
It will let you create Order Lines, Opportunity Lines, Quote Lines and Invoice Lines.
Knut
Thanks for your explanation.
I don't know much about programming and I find it difficult to make this workflow.
Do I have other options? Another ways to do that?
I am thinking in a script that updates the product line depend on the specific fields ( this fields have been looked by account record), but this event only happens when I access to order record. So It doesn't work automatically.
Does it make sense for you?
Thanks again
Sure. When you request the order it causes the order details to be re-calculated. So if you are running a workflow that is triggered on update of the child items and then you update the parent - this will result in a recalculation of the child items and result in a race condition. This is why you cannot do it in the Workflow.
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