We have somes products that we don’t want to be discounted, it’s human error if it happens but we’d like to be able to make it so there is no chance a discount can be appled to them. We can’t see how we can set this up?
As a work around we have made a workflow to flag up when a discount is appled to a line item however the workflow can only recoganise when disocunt is appled to quotes and not line items so it’s flaging up quotes that have a discount on but the line item is ok to be discounted. Is there a way the workflow can only check per line item?
Hi @LPhillips0,
Here’s what I could got:
Created a deal-based workflow, trigger: associated with the line item, and the discount % is known.
It flagged when I added discount to a line item.
You can further refine the trigger and filters for specific line items (using names, IDs, etc.).
I would like to know what triggers are being used in your current workflow to understand your current issue.
If this helps, feel free to mark it as the solution 
and give it an upvote 
!
Hi Jigar_Thakker
Thank you for your reply. We already have this set up as you have mentioned, however we only want this to apply to products we have marked as ‘not dscountable’. We have set up a custom field for this against the product but the notification is being sent on all quotes that have a discount on any line, even if the line that has the discount on it is a discountable item.
We only want the notification to trigger when the discount is applied to lines/products that have the custom ‘discountable’ field set as ‘no’.
Hi @LPhillips0 ,
To only receive notifications for line items added where there should be no discount, you should combine both criteria into one (Product properties are line items’ properties only).
Let me know if there’s a specific reason why you’re using both product and line item criteria with the opportunity.
Now, regarding quotes, if there are any other triggers in the same workflow that have quote filters OR the message itself, maybe it has a quote name attached, which can justify what your current notifications are.
Let me know if you need any further assistance.
