Hey all - I've been working at this all week, dont get how its so hard for me to figure out. Line items are added at either the Opportunity or Quote object with colour data (picklist), and that data does not get pulled into the order.
I've been trying to pull the colour info into a "order product" field to display on the order object through a related list preview. Essentially trying to pull text info from QuoteLineItem to OrderProduct. I've used TEXT functions in formula fields, and field updates to try and populate this colour data.
Im 99% sure the quotelineitem is where the colour info is stored, as when you chose your object through the pricebook, it populates into the "line item" related list.
Is there a simple way to do this? Am i leaving out crucial information? Let me know.
1 件の回答
Hi Geordie,
Assuming here that the color is available and can be seen in the order product records.
You cannot get the color data from the order products to order using formula field unless you have a field which can be rolled up using the rollup summary field.
In this case you need to create either a trigger or a autolaunched flow to get the color data from order products to the related order record.
