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Add a Product from a Price List Item to an Opportunity

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Posted on by AsheshR

90

Hello,

In a canvas app, how to:

1) Display in a gallery the list of products in a Price List

2) the user the selects a product

3) This product is added to the Opportunity.

Should I use patch function or relate?

Your guidance would be much appreciated.

Thanks

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AsheshR 90 on at

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To clarify on this question:.

There is the Dynamics 365 Sales app.

Where there is Price List and Price List Items.

I want to add a price list item to an opportunity product table.

Trying to write a patch function. it is coming very complex.

simplest is to use a form.

which is working. but getting issues when creating a new record via the form after saving 1 record.

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IS-11091323-0 17 on at

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What issue are you facing while saving records using form?

I'll suggest you to reset the form, once a new record is created.

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AsheshR 90 on at

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It says : No item to display whilst selecting other gallery price list item to add to an opportunity. after saving a record.

how to do the reset?

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IS-11091323-0 17 on at

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There is a Resetform(Form_Name) function which you can use on OnSuccess Property of Form.
Make Displaymode of Form to New, In case you want to create new records everytime.

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