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Create and modify a record in sub-grid under Opportunity entity when a record is created in CRM Online RRS feed

  • Question

  • Hi All, 

    I have a sub-grid called Split revenue and a form with 1:N relationship with Opportunity entity. Users can add multiple sales people in the sub-grid that have a split in estimated revenue coming from an Opportunity. This revenue is split between the owner and the extra sales person added. 

    I want to add the owner, along with the actual estimated revenue in the sub-grid when a new opportunity is created. Is it possible to add a record to a sub-grid through workflow?

    Secondly, i would like to deduct the estimated revenue from the owner when a new sales person is added for example.

    Estimated revenue when opportunity is created: $1000 (this should all go to original owner of the record)

    New sales person split added: 10% or $100

    Original owner revenue reduced to: $900 (in the sub-grid record)

    Is this possible through workflow? 

    I am also wondering if these new values of estimated revenue split will show up in an individuals sales pipeline

    Tuesday, October 30, 2018 7:59 PM