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Alex_Adkin
Helper II
Helper II

Get Related Opportunity Lines Odata Filter

Hi

 

im trying to clone a dynamics opportunity, i need to clone the opportunity and the opportunity lines, im struggling with getting the filter for related opportunity lines. 

 

Does anyone the correct odata syntax for retrieving related opportunity lines as part of a list rows action?

 

Thanks 

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abm
Super User
Super User

Hi @Alex_Adkin 

 

Please follow the below steps.

 

image.png



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View solution in original post

23 REPLIES 23
abm
Super User
Super User

Hi @Alex_Adkin 

 

Please follow the below steps.

 

image.png



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View solution in original post

That’s brilliant I had mistakenly selected opportunity details instead of lines, this works thanks. What’s the best method of capturing a copied opportunity with the oppprtunity lines after this action? Thanks 

Hi @Alex_Adkin 

 

Glad to hear that it is working. You could read that record again? Is that you meant by? If not could you please explain?



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I think I’m all set tbf I have all the data coming out as I need for opportunity and opportunity lines now all I need to do is, copy the opportunity and the it’s opportunity lines to a new record, how do i tie the opportunity and related lines to a new row/record ( btw is list rows and create rows the replacement for create record and list records in the current environment? ) my entire aim is to essentially copy an opportunity that’s been won alongside its related opportunity lines. Thanks 

Hi @Alex_Adkin 

 

I tried to test the similar scenario we discussed and it is working as expected.

 

image.png



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Alex_Adkin
Helper II
Helper II

Hi, 

 

is the “ id” dynamic value from a compose step? Not sure if tried transactioncurrencies, can this be set on the opportunity value or is there another step that you carried out ie a compose? Thanks 

Hi @Alex_Adkin 

 

In my case yes it is from a compose step. In your case you can use the _value property which is the GUID. Try with transactioncurrencies and let me know.

 

Thanks



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Alex_Adkin_1-1616751490323.png

 

great that gets me past that step thanks so much, now im creating a row to add the opportunity lines to the created opportunity row and getting a syntax error based on the opportunity lookup

 

Bad Request - Error in query syntax. 

 

Alex_Adkin_0-1616751447277.png

 

Hi @Alex_Adkin 

 

Whats the error you getting? See below my test result.

 

image.png



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Alex_Adkin
Helper II
Helper II

Alex_Adkin_0-1616768047941.png

This is the issue ajith

Hi @Alex_Adkin 

 

Thanks for you reply. That error is nothing to do with Opportunity mapping. That is correct. The error days one of the mapping is not correct. You need to check the other mappings in that action step.

 

Thanks



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still cant find the issue im struggling to pinpoint the location of the problem, the syntax error isnt useful in figuring out which mapping is throwing the error 

Hi @Alex_Adkin 

 

Could do a screen share to figure out?

 

Thanks



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Sure would be happy to do so .

ManishJain
Solution Sage
Solution Sage

Hi @Alex_Adkin ,

 

late to reply but I see that on Opportunity Line you also need to provide Product GUID which is where you have set it as Product(Product). 

 

Thanks

Thanks, I’m gettin syntax errors creating the opportunity now so not even got to the opportunity line creation yet. 

Can you please share screenshot of what error you are getting.

 

Thanks

I accidentally accepted this as a solution, will post screen shots tomorrow 

Alex_Adkin_0-1616952243589.png

Thanks

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