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Alex ValavanisAlex Valavanis 

field update on specific opportunity products

Hi,
Could i have some help please here.
I need some fields to be updated each time sales people select specific products.
See screenshot below. If they put "Number of users" 2 and above, the "Do Not Apply Discounts needs to be ticked and the Additional Discounts(%) must go to 10%
Note:The field update should fire for 4 specific products only.
Do i have to create a workflow to the specific opportunity products?
Best Answer chosen by Alex Valavanis
Akhil AnilAkhil Anil
Hi Alex,

The formula to fire the workflow for only 4 products would be like this. You need to configure the workflow on the Opportunity product.
  
OR( 
Product2.Name = "product1",
Product2.Name = "product2",
Product2.Name = "product3",
Product2.Name = "product4"
)

Kindly mark it as an answer and close this thread if it works !

All Answers

SijuSiju
Yes, you can achieve this with the help of workflow and workflow field update . 
Akhil AnilAkhil Anil
Hi Alex,

You can definitely build a workflow for this and then include the name of the 4 specific products in your workflow rule criteria so that it fires only for those 4 specific products.

Hope that helps !
Alex ValavanisAlex Valavanis
Could you provide me with a screenshot please?
I am a bit confused since i want this workflow to fire only for 4 products. How am i going to define the products?
Apologies if it's something too obvious.
Akhil AnilAkhil Anil
Hi Alex,

The formula to fire the workflow for only 4 products would be like this. You need to configure the workflow on the Opportunity product.
  
OR( 
Product2.Name = "product1",
Product2.Name = "product2",
Product2.Name = "product3",
Product2.Name = "product4"
)

Kindly mark it as an answer and close this thread if it works !
This was selected as the best answer