Re: Connecting Opportunity Value to an estimate value

Method_Ben — Wed, 20 Sep 2017 14:37:04 GMT

Hi there Timm,

Thanks for posting!

Just so we are on the same page - let me try to summarize here to make sure ive got it. You're trying to update details (Amount / address etc...) on an Opportunity based on details contained within the Most recent Estimate attached to this Opportunity, Correct?

Part 1 should be fairly straight forward. Updating the Opportunity from the estimate would be as simple as throwing in a button (or adding the actions to the exsting Save button) on screen which updates the selected Fields in your opportunity, based on a related field on the Estimate, where the Opportunity RecordID = The RecordID of the opportunity dropdown on the Estimate screen. Something like the screenshot below (Taken from the Estimate screen);

Let me know if this was the kind of thing you were looking to do, or If i've missed the mark here.

Thank Timm!

-Ben

Connecting Opportunity Value to an estimate value

Timm — Tue, 19 Sep 2017 21:37:15 GMT

Hi,

I have already customized most of Method Classic myself to our workflow. The last thing is to somehow make the opportunity value match a "default" or selected estimate. Some opportunities may have multiple estimates and the current opportunity value need to be modified as new estimates are created then attached. I know there may be several ways to do this, but the easiest would be for the most recent estimate that is created and then "attached" to an opportunity-- would override the current opportunity value. Part #2 would be adding an additional column under opportunities-->estimate tab, with a checkbox to show which estimate is the "Current" estimate" for the given opportunity, if a different estimate is selected-- it would alter the vopportunity alue as well. Any help?

Method:Classic General Q&A

Re: Connecting Opportunity Value to an estimate value

Connecting Opportunity Value to an estimate value