topic Re: Line items quantity to deal property in Tips, Tricks & Best Practices

Line items quantity to deal property

HenrikHS — Mon, 29 Apr 2024 13:04:43 GMT

I need get the quantity of a line item over to a deal property.
Can this be done? and if so, how?

I need this for filter/triggers for different use cases.

Re: Line items quantity to deal property

Josh — Mon, 29 Apr 2024 13:16:53 GMT

Hi @HenrikHS,

This is technically possibly but becomes challenging when you have multiple line items with different quantities.

Using a deal-based workflow, you would use the CRM > Copy Property Value and then "Edit Data Sources" when choosing the property to copy so that you can choose Line Items for your data source. Quantity is available on data source and you can copy that value to the deal.

Josh

Re: Line items quantity to deal property

HenrikHS — Mon, 29 Apr 2024 14:02:42 GMT

Thanks for fast reply!

Was not familiar with this "Edit Data Sources". That is awezome, and opens more possibilities for us.

Got it to work now, thanks again.
Its not to many situations where we have multiple line items, so it will work okei.

Re: Line items quantity to deal property

DDawson1 — Mon, 16 Sep 2024 21:46:03 GMT

Is it not possible to copy line item quantities for multiple line items? There seems to be no way to get to that data and use it other than to just view it on the orders page. @Josh