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Adding related entities to related entities

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Posted on by alqueen

In Microsoft Dynamics I'd like to print details of Products (using "Export to PDF" button) that are part of a specific Quote. In template generator I can use "Quote" as starting entity and then add related "Quote Product", but it doesn't contain all of the "Product" columns. While I begin from "Quote Product" I see all of columns that I need, but then I cannot generate the PDF from Quote (it's associated with Quote Product, so Quote "doesn't see" it). How could I achieve my goal?

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Yuri ji on at

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RE: Adding related entities to related entities

Hi alqueen,

Mahender's solution is feasible.

You can create a flow to copy field values from a product to quote line automatically.

Here's my example, maybe it can help you.

The specific steps are as follows.

Created several custom fields that I want. Add them to a section called Product Info

Create an automated cloud flow, select When a row is added or modified as a trigger

Add a new step in order to get a row by ID, select Existing Product(value) as Row ID.

Add a new step in order to update the rows you want.

Save and test the flow.

Finally, the result is displayed.

When I add an Existing Product in Quote Line, select save and refresh it. The field into Product Info will change.

Regards,

Yuri Ji
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Mahendar Pal 45,095 on at

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RE: Adding related entities to related entities

Hi,

Yes, you are correct you won't be able to get those fields in the quote, for that you need to make those extra field available in the quotedetails entity so that you can refer them in the template.

One possible option is to create those extra fields in the quote line entity, and then you can write a logic using plugin to copy those fields to quotedetails (from product to the new field which you created) and finally you can refer them in quote.