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.
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
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.
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