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Update Quote Product with Quote Product Workflow (4.0) RRS feed

  • Question

  • I went to create a Quote Product workflow today that updates a custom attribute on a Quote Product when a different attribute changes.

    I couldn't believe it, but the only options for Update are: Created By (user), Modified By (user), Product, Quote, Salesperson (user).

    REALLY?!

    Am I crazy? Why can't I update an attribute on a Quote Product record from a Quote Product workflow? Anyone else run into this? 

    Camille

    http://mscrm-workarounds.blogspot.com/

    Tuesday, January 18, 2011 8:58 PM

Answers

  • I guess you are right, Quote Product entity is not an option. You may raise this to Microsoft, but I believe MSCRM team must have a reason for doing that, so you may not be able to expect a solution anyway.

    Two alternatives I can think of: 

    • Write custom workflow code to do the job for you
    • Write custom plug-in instead of using workflow

    Daniel Cai | http://danielcai.blogspot.com
    • Proposed as answer by Faisal Fiaz Wednesday, January 19, 2011 9:24 AM
    • Marked as answer by CamilleJ Wednesday, January 19, 2011 2:23 PM
    Tuesday, January 18, 2011 9:34 PM

All replies

  • I guess you are right, Quote Product entity is not an option. You may raise this to Microsoft, but I believe MSCRM team must have a reason for doing that, so you may not be able to expect a solution anyway.

    Two alternatives I can think of: 

    • Write custom workflow code to do the job for you
    • Write custom plug-in instead of using workflow

    Daniel Cai | http://danielcai.blogspot.com
    • Proposed as answer by Faisal Fiaz Wednesday, January 19, 2011 9:24 AM
    • Marked as answer by CamilleJ Wednesday, January 19, 2011 2:23 PM
    Tuesday, January 18, 2011 9:34 PM
  • The reason I think is that they are using Java scripting for calculation therefore if an update is done it will not trigger these scipts. Daniel has suggested a correct solution.
    Regards Faisal
    Wednesday, January 19, 2011 9:27 AM
  • Thanks for the responses guys. That is just too bad. A custom plugin is an aweful lot of work to update a simple attribute.

    I'll do it with javascript instead I guess...


    Camille http://mscrm-workarounds.blogspot.com/
    Wednesday, January 19, 2011 2:20 PM