Dynamics Community Forum Thread Details

Custom Fields on Products (plus how to get them to Opportunity Lines, Work Order Products, Customer Assets)

We have a few custom fields like (System, Phase, Room Installed) that contextually don't apply to the Product table since it will be different data on the product per install.

So we started by adding the fields to the Opportunity Line table (OpportunityProduct).

We'll use the Phase information on the Work Order in the future mostly.
The System and Room Installed will need to pass through for storage with the Asset and creating that Location if not already.

OPTIONS

1. I assume I can create custom fields for each of the tables and then use calculated fields or some other method.

2. I could create a new Entity and create a 1:N relationship to Product that would flow throughout the entire use of Products in FS365.

QUESTIONS

Pros/Cons of each above?
Better options than above?

I kind of understand where you are heading, are you thinking of using Customer Assets for Work Orders?

You could definitely create a custom table and link to Opportunity Product and on closure of Opportunity run a Flow that links the custom table to the Customer Asset or other Table that you plan to base your work orders off.

I have used javascript, plugins and Flow's to copy columns from Product to Opportunity Product with Flow being the easiest method and as you are aware you need to add the fields to the Product as well as Opportunity Product.

Without knowing your actual requirements it may be reasonable to store the columns (fields) on the Opportunity Product table or a custom table. You will find it easier to create Flows from columns on one table vs a related child table as it will require and extra request in a flow or code.

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