Hi people
im trying to adjust the existing process (lead to invoice).
And under the step Opportunity i want to add a new Action step of workflow that helps me to display visualize the quoteitems/products that are included in the quotes.
Anyone that know how that workflow would look like?
Any examples maybe.
Hello,
You cannot use workflows to display/visualize information. Workflows are used to perform background operations in CRM, depending on a trigger.
For your scenario, the best option would be to create a subgrid on the Opportunity main form, in order to display the related products of each record.
Hope it helps.
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