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Auto creation of order and order line item when meeting to the certain condition
Hi All,
I Have a requirment to auto create the record when when meeting certain condtion with specified values.
1. Create new order with the order line item type='exchange In' condtion is there is a retun required field is is true.
2.In created order fileds should populate are Account (coming from thre work order object), Work Order from word order object.
3. Created Order Line Item with some fields like product from Asset
Asset from Repair history object.
How we can acheive this is that flow will work here or coding we have to do or is there other way to do this. pls guide me its an urgent work.
Thanks in advance.
I Have a requirment to auto create the record when when meeting certain condtion with specified values.
1. Create new order with the order line item type='exchange In' condtion is there is a retun required field is is true.
2.In created order fileds should populate are Account (coming from thre work order object), Work Order from word order object.
3. Created Order Line Item with some fields like product from Asset
Asset from Repair history object.
How we can acheive this is that flow will work here or coding we have to do or is there other way to do this. pls guide me its an urgent work.
Thanks in advance.
As per my understanding you can acheive this by using flow, try to implement and come back and post question again if you see any errors.
Below sample example of creating orderlineitems automatically when we create new order based on quote lineitems from quote
Please mark as Best Answer if above information was helpful.
Thanks,