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JillDJillD 

Automatically Updating a Link Table

Hello, me again.

 

I'm trying to create a report for Opportunity - Product - Custom Inventory Table. One thought that I've had is to create a link table has links to Opportunity, Product and Inventory. I've tested the link table and its report, and it looks like it gets the information that I want once I create a record that holds the Opportunity ID, the Product ID and the Inventory ID.

 

The next trick is how to automatically populate the link table? Is there a way to automatically insert the IDs I need when I add a product to an opportunity?

skodisanaskodisana

Hi,

 

May be you can create a trigger on OpportunityLineItem object. Which will create a new records into the link table as soon as Products added to the Opportunity.

 

Thanks,

Kodisana