Notifications
Announcements
No record found.
Hello
am trying to create a calaculted field in Quote that updates from another field value in Quote line items
but i dont have the Quote line items entity when i open the Entity drop down
How can i enable the Quote Line Items entity in Quote calcualted field ?
thanks
Hi,
You can add this calculated field in the quote line items entity, and then get the value of this field in the quote form.
Hope That's helpful
thanks for reply
i have the same field in Quote Line items entity..but how i wll update the field in Quote Entity based on quote line item value?
t
If you want to use the fields from the Quote Line, maybe Powe Automate is suitable.
Now I create the field called “test_field” in both Quote and Quote Line.
The steps to create the Automate cloud flow are as follow.
After that, you can update the filed in Quote based on the Quote Line item.
is it the only way with power automate? i prefer not to use power automate because its not so fast as calculated fields
You are right that the calculated filed is faster but it can't help to collect data from the related child entity into parent entity.
In your case the Quote is parent entity and the Quote Line is child entity.
Using power automate may not the only way but is the most efficient way I can think of.
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.
As AI tools become more common, we’re introducing a Responsible AI Use…
We are honored to recognize Neeraj Kumar as our Community Spotlight honoree for…
These are the community rock stars!
Stay up to date on forum activity by subscribing.
Tom_Gioielli 171 Super User 2025 Season 2
#ManoVerse 83
Jimmy Passeti 50 Most Valuable Professional
