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jprosserjprosser 

Copying product description to opportunity line description

Hey Folks,
When I select a product from a pricebook, I see its description in the list of products.  I would like to copy that description into the "line description" field in the opportunity-products mini-form.
 
Can anyone give me a tip on how to do this?
 
Thanks,
-Joe
jesip2jesip2
Joe-
You can create an APEX trigger on the oppotunity line item that will allow you to query the product2 object for the product description and then apply it to the description field of the Opportunity Line Item.

Good luck.
barbkuntzbarbkuntz

Joe -

 

Did you create this trigger?  If so, are you willing to share it?

 

Thanks in advance!

Barbara

jprosserjprosser

HI Barbara,

I just ended up using a field update for this.

-Joe

Gabriella van der GreftGabriella van der Greft
Hi, I have the same question. But don't understand how to fix this with apex. Is it also possible to do the same with process builder?
-Gabriella