Copying subgrid records from Account to related Opportunity form Subgrid RRS feed

  • Question

  • HI All , 

    We have an entity named "Policy" which is a subgrid on the Account form .

    We have a "Policy" subgrid on Opportunity form as well .

    We are creating Opportunity from within the Account .

    Our requirement is that we need to copy the records form the  "Account" entity into the Opportunity From "policy" Subgrid .

    Kindly Help ,

    Thanks !

    Wednesday, November 26, 2014 1:02 PM

All replies

  • You would need to code for that. You could use a plugin on Post-create of Opportunity to retrieve & associate the policy records from the associated account.

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    • Proposed as answer by Mamatha Swamy Wednesday, November 26, 2014 8:05 PM
    Wednesday, November 26, 2014 8:05 PM
  • Yes, you should write a plugin for this.

    I have a question here, what if there are multiple opportunities are created for an account? Is your requirement kind of creating policies under account and then creating a opportunity every time. If yes, you can simply write a post create plugin on Create of opportunity and get the Policy records associated with account and update the same with the new opportunity.




    Thursday, November 27, 2014 12:58 PM