Discussion:
Product Catalog Description to Quote Product
(too old to reply)
daryl
2010-03-09 20:47:02 UTC
Permalink
Hello,
In our product catalog, we are using the default description field that
contains 2000 characters.

When we select that product as a product for quote, we would like that
description to also populate the description field that is available for the
quote product.

However, I do not see this as an avaialble mapping. How can i make this
possible? VB?

Please advise.
Patrick
2010-03-10 11:07:01 UTC
Permalink
You can do this using either of two methods; Javascript or a Plugin.

Both solutions require coding (JS or C#/VB.NET)

With a plugin (pre-create and pre-update) you can retrieve the value when
the record is being saved and add it to the quote.
You can also add an onchange Javascript to the quote form, when the product
change you retrieve the product description over the webservice and set the
field to the correct value.
--
Patrick Verbeeten (MCPD)
CRM/.NET Consultant

Tools for CRM Developers and Administrators
http://www.patrickverbeeten.com/Tools.aspx
Post by daryl
Hello,
In our product catalog, we are using the default description field that
contains 2000 characters.
When we select that product as a product for quote, we would like that
description to also populate the description field that is available for the
quote product.
However, I do not see this as an avaialble mapping. How can i make this
possible? VB?
Please advise.
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