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Louise Watson (ACD Direct) 님이 #Quote Line Item에 글을 올렸습니다

I'm looking for some help designing a process that will move the "Product Description" on the Product object into the "Line Item Description" on the Quote Line Item object. Does anyone have an example process I can copy? Is this even possible?

 

I'm also wondering if there is away to have the "Line Item Description" appear on the "Edit Selected Quote Line Items" screen where you enter the quantity (screenshot: https://acddirect-my.sharepoint.com/:w:/p/louise_watson/Eb6iIMCzdyJCn638GFfKo4QBoeU-oOFCEFPun9NjqEFRMA?e=AjQWdf). Any help would be much appreciated. Thanks!

댓글 1개
  1. 2018년 11월 17일 오후 9:04
    Louise did you ever figure this out? I am trying to accomplish the same thing. Have the product name copy into line item description and make it editable
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