How can we create action to load Existing items line item to Applicable Products line item.

PrateekS
PrateekS
in Modeling
Screenshot (15).png

This is the screenshot of the module containing both boolean line items.

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Answers

  • sobaid
    sobaid
    edited July 12

    Hi @PrateekS , as per my understanding you want the values from Existing Line item snapshotted to Applicable Line item , this will wipe out your values in Applicable Line item and override with what value you have in Existing Line item. Proceed with this steps if this is what you want.

    1. Create a saved view with just Existing items line item using show/hide
    2. Then create an action with this view mapping Existing items to Applicable products
    3. Voila! run your action.

  • jenniferbrowns
    jenniferbrowns

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  • criminalemail
    criminalemail
    edited August 25

    Thanks for your guidance. I have tried the values from the current Line Item being quickly moved to the applicable Line Item drive mad, this will clear your values in.

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    dorothyconnor

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