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How to change field from opportunity when quote status change..?? RRS feed

  • Question

  • Hello all

    I want to change one of the opportunity field when status of the quote with that opportunity is changed.

    I tried to solve this problem with workflow but i failed.

    Please suggest me Solution.


    Kartik Associative Software engineer, Synoverge Tech Pvt. Ltd. Ahmedabad

    Thursday, May 31, 2012 8:33 AM

Answers

  • Since there is a 1-m relationship from Opportunities to Qoutes you can use workflows to do this.

    I inserted an example of such a workflow.


    Rune Daub Senior Consultant - Dynateam CRM http://www.xrmmanagement.com

    • Proposed as answer by RuneDaub Thursday, May 31, 2012 10:43 AM
    • Marked as answer by kartik ghodasara Thursday, May 31, 2012 11:07 AM
    Thursday, May 31, 2012 10:43 AM

All replies

  • Hi Kartik,

    you can write a plugin on setstate and setstatdynamicentity, and update associated opportunity based on opportunityid in quote

    SetState Quote
    SetStateDynamicEntity Quote

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    Thursday, May 31, 2012 9:39 AM
    Moderator
  • Since there is a 1-m relationship from Opportunities to Qoutes you can use workflows to do this.

    I inserted an example of such a workflow.


    Rune Daub Senior Consultant - Dynateam CRM http://www.xrmmanagement.com

    • Proposed as answer by RuneDaub Thursday, May 31, 2012 10:43 AM
    • Marked as answer by kartik ghodasara Thursday, May 31, 2012 11:07 AM
    Thursday, May 31, 2012 10:43 AM
  • Hi Rune..

    It worked.


    Kartik Associative Software engineer, Synoverge Tech Pvt. Ltd. Ahmedabad

    Thursday, May 31, 2012 11:07 AM
  • Good to hear.

    Glad to help.


    Rune Daub Senior Consultant - Dynateam CRM http://www.xrmmanagement.com

    Thursday, May 31, 2012 11:27 AM