I have added custom fields in the opportunity Details TAB.
I need to propagate those custom fields to the Quotes screen when Opportunity is converted to Quote.
How can we achieve that by overriding the Action ?
Thanks
Anyone can provide some insights ??
Hi,
The opportunity screen and Quote screen are using the same table i.e. CROpportunityProducts.
If you add the same custom field in the Sales Quotes screen (at UI level), it will be populated automatically.
Please let me know if you have any other doubts.
Sorry Tagged you in the wrong post I was asking about requisition will tag you there
No problem at all
Hi
Yes, adding the custom field to the CROpportunityProducts table will work perfectly and It will populate custom field from Opportunity screen to Quotes screen.
Regards,
Sweta.
I posted a related question on a problem I have customizing an actions, so see if anyone could help:
Reply
Enter your E-mail address. We'll send you an e-mail with instructions to reset your password.