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greg777greg777 

Opportunity Products poplulated under another object

I ended up just creating a new object called clinical notes and related that object to the account and opportunities.
I am trying to pull products they purchased under that opportunity and populate in my new object.
Ex. Opportunity Name: "John Johnson"
Opportunity Products: "CPAP Unit", "CPAP Mask"

Gemini@WorkGemini@Work
Apex triggers are the way to go, but if you're not comfortable with code, you could probably manage this through Workflow Rules and Workflow Actions.  Check the online help for details.
greg777greg777
Thank you I will give it a try.

Gj
greg777greg777
O.k. I am lost on this one. I am try to create the workflow rule but I don't see how I can add the opportunity products in the formula when I don't have access to the fields.