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Lee.Owen

Accessing field values from another entity via an advanced search select

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Hi,

I've been tasked by my manager to see if it is possible to pull information from a quote into an opportunity.

At the moment within our test system, I managed to get an advanced search select to look at the quotes that were created from a opportunity, I've been trying for a while to pull certain values from the selected quote to populate opportunity fields, the reason behind this is to have our users have a quick "summary" of a quote that will most likely to convert into an order.

I'm familiar with accessing information across entities with CRM.GetContextInfo("entity","field name") but only when it's been a 1:many relationship for example, quotes getting information from the opportunity as in our CRM one opportunity can have many quotes but not the other way round.

We're hoping this can be done, I've tried different ways of approaching it but no luck,

Any help on this would be amazing,

Thanks in advance,

Lee

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  • 0

    The answer to the question depends on when you want to pull the values across.

    If you want to edit the opportunity, select the quote, then click Save and have, for example, the quote total to set the opportunity forecast value then you can do this via a table script.

    If you want to edit the opportunity, select the quote, then have the fields updated whilst still in edit mode, you can use the client side api to make an sdata server side call to get the quote data and then set the on screen values without the need for a post back.

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  • 0

    The answer to the question depends on when you want to pull the values across.

    If you want to edit the opportunity, select the quote, then click Save and have, for example, the quote total to set the opportunity forecast value then you can do this via a table script.

    If you want to edit the opportunity, select the quote, then have the fields updated whilst still in edit mode, you can use the client side api to make an sdata server side call to get the quote data and then set the on screen values without the need for a post back.

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