Tuesday, 25 March 2014

Help with Opportunity Products Field

Question

I have created a field at the Product level, but when quotes are created the products in the opportunity are Opportunity Products. These Opportunity  Product then do not have the same fields as the simple Products do, so my new field in Products is not showing up, thus my Opportuntiy field does not work

Is their a way to update Opportunity Products rather than just Products? Or, will I need to configure some sort of cross-object flow to communicate the 'Year' from Products to Opportunity Products.


Answer

Create custom formula field on Opportunity Product (setup-customize-opportunity-opportunity product-fields).
In that custom formula put value of that product field you have already created. Formula will be something like this PricebookEntry.Product2.your_field_on_product .

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