Hello,I’m trying to set a UNIT Price on the line of a Deal based on a customers pricing level via a workflow so someone doesn’t have to manually input 1 of 6 price levels. I can trigger off the Line object but can’t copy or set a property within the unit price or any line object properties. How can I accomplish this? Thanks.
Tech support response:
First off, I want to confirm that, as you've found, workflows can use line items as trigger and filter criteria, but cannot directly target line items for property-related actions. The main reason for this is the way in which line items behave as records: they're always created in relation to a given deal record (they can't be associated with other record types), and they can't independently be enrolled in workflows (there isn't [yet!] a "line item" workflow type). As a result of this, deal workflows are the only workflows that can address line items at all, and since workflows can't distinguish between associated records (e.g. a deal workflow can't address individual line items associated with the enrolled deal), actions that edit line item properties aren't (yet) available. I don't have a timetable for when, or knowledge of if, this feature will be on our roadmap, but this would be a great topic for a potential Ideas Forum post; our product team regularly sources suggestions and features from Ideas, and over 800 Ideas have been delivered in-product to date.
