Skip to main content

Notifications

Announcements

No record found.

Community site session details

Community site session details

Session Id :
Customer experience | Sales, Customer Insights,...
Answered

How to trigger an Opportunity by changing the estimate close date

(0) ShareShare
ReportReport
Posted on by

I hope this makes sense to someone out there. Thank you in advance, and I hope I can find a mentor here. My request will come in the form of too many statements and unclear questions.

I am trying to update the planning data on the opportunity products called (X). I want the opportunity products (X) where opportunity equals (X). Looking at all the instructions I was given, I am trying to update the opportunity product table but only the opportunity product related to opportunity (X).

Update only the related line item table within the opportunity (X) I trigger.

So I  trigger an opportunity (X) by changing the estimated close date. Now I want to update the planning on the child line item of Opportunity (X) ( Not on every line item on every opportunity), just the one related to the one that triggers it.

So we need to be able to filter in this update row.

When creating a flow in Power automate, I couldn't figure out what the Row ID is?

I need to figure out how to retrieve the Row ID from the parent opportunity to show how or how to get the Row IDs.

Please take a look at my screenshots.

pastedimage1631242067520v1.png

pastedimage1631242099627v2.png

If you have a site or a blog on step-by-step instructions, that will be greatly appreciated.

Thanks

  • RE: How to trigger an Opportunity by changing the estimate close date

    New problems arise and I can't figure out how to fix it. 

    The Planning dates don't the line items get updated as the estimated date gets updated too. Now, I want to add days to the planning dates of the child record as the estimated date gets modified. 

    I have used the add days format and I keep getting the error message. I even added the variable and that didn't help.

    Error message: Unable to process template language expressions in action 'Update_a_record_(deprecated)' inputs at line '1' and column '22072': 'In function 'addDays', the value provided for date time string '25ub(inP(e25Pi27aPeclo25e11aPe,1lir_previou25clo25e11aPe))' was not valid. The datetime string must match ISO 8601 format.'.

    pastedimage1638151942192v1.png

    pastedimage1638151960946v2.png

    pastedimage1638151980265v3.png

    Date format: formatDateTime(addDays(utcNow(outputs('Compose')),5),'MM-DD-YYYY')

    I used this: addDays(formatdateTime.utcNow()(@{items('Apply_to_each')?['abc_planningdate']})),outputs('Compose')

    Any recommendation will be apprecialted.

    Thanks

  • Suggested answer
    Pradeep Rai Profile Picture
    Pradeep Rai 5,482 Super User 2025 Season 1 on at
    RE: How to trigger an Opportunity by changing the estimate close date

    Hi,

    I tried the same, it is working as shown below:

    pastedimage1631612768331v1.png

    Result:

    pastedimage1631613323896v6.png

    My Findings as per your screenshot:

    I can find one difference and it seems like Table Name is typed custom as Opportunity Lines using below option:

    pastedimage1631613010864v2.png

    Now, if we use custom name than it shows cross sign in Table name as shown in below screenshot:

    pastedimage1631613139971v3.png

    But if we use the values from list then it does not show the cross sign.

    pastedimage1631613199942v4.png

    After selection

    pastedimage1631613238427v5.png

    Hope this helps.

    Thanks,
    Pradeep.

    Please mark this as VERIFIED if it helps.

  • RE: How to trigger an Opportunity by changing the estimate close date

    Thank you for your input. I have tried your recommendation and I still get a failed Flow. I have tried using the same table name I have on the Opportunity 'Opportunity Product or Opportunity Name or and I get the same error message.

    pastedimage1631563152728v1.png

  • Suggested answer
    RE: How to trigger an Opportunity by changing the estimate close date

    Hi Lyonne2021D,

    As Charan Raju C R said, you need to list opportunity products through opportunityid.

    You can also use this expression:opportunityid/opportunityid eq @{triggerOutputs()?['body/opportunityid']}

    pastedimage1631265286643v1.png

  • Suggested answer
    Charan Raju C R Profile Picture
    Charan Raju C R 7 Moderator on at
    RE: How to trigger an Opportunity by changing the estimate close date

    Hi Lyonne,

    If I have correctly understood your requirement, you're trying to update 'Planning Date' field in all the Opportunity Product records under an Opportunity record when 'Estimated Close Date' is changed on the opportunity.

    For this, after the trigger 'When a row is added, modified or deleted' you need to add one more action 'List rows' to retrieve all the Opportunity Products related to the opportunity record. Then add 'Apply to each' action which contains 'Update a row' to update all the opportunity product records retrieved in previous step.

    Refer the below screenshot for better understanding.

    pastedimage1631260680340v1.png

Under review

Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.

Helpful resources

Quick Links

Announcing Our 2025 Season 1 Super Users!

A new season of Super Users has arrived, and we are so grateful for the daily…

Vahid Ghafarpour – Community Spotlight

We are excited to recognize Vahid Ghafarpour as our February 2025 Community…

Tip: Become a User Group leader!

Join the ranks of valued community UG leaders

Leaderboard

#1
André Arnaud de Calavon Profile Picture

André Arnaud de Cal... 292,516 Super User 2025 Season 1

#2
Martin Dráb Profile Picture

Martin Dráb 231,403 Most Valuable Professional

#3
nmaenpaa Profile Picture

nmaenpaa 101,156

Leaderboard

Featured topics

Product updates

Dynamics 365 release plans