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Ben Knecht
Field Update on Opportunity Products Based on Change in Opportunity Field
Hello,
I need to update a field on Opportunity Products based on the stage of the Opportunity. Is this possible to do in a WFR and without code? I'm trying it using a WFR but it's not working. Any help would be greatly appreciated. Thank you!
I need to update a field on Opportunity Products based on the stage of the Opportunity. Is this possible to do in a WFR and without code? I'm trying it using a WFR but it's not working. Any help would be greatly appreciated. Thank you!
You can use Process Builder concept to achieve this. Create process builder on Opportunity object and update the related records by selecting 'Update Records' option from available actions.
All Answers
You can use Process Builder concept to achieve this. Create process builder on Opportunity object and update the related records by selecting 'Update Records' option from available actions.
Please mark it as the best answer since it solved your issue. Others may also refer the same post if they encounter with the similar kind of issues.
Thanks,
Pankaj