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Frequent Visitor

Get Opportunity Products and add them to new Opportunity D365

I have cloned an opportunity but I want to copy the opportunity lines from the existing Opportunity onto the new cloned opportunity. How can I get the opportunity lines and loop through them and create them on the newly created Opportunity.

 

Here is what i have managed so far

 

Capture.PNG

 

 

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Super User
Super User

@rayjones79 - You would need to use the "List Records" action and look for "Opportunity Products" and use the Select/Filter options to only show the Opportunity Products for the original Opportunity. Once you get this list, you will need to do a "Create Record" step to map the fields from each Opportunity Product record. When you start this, the flow should automatically add a "For each" loop for the "Create Record" step. This will loop through each record in the "List Records" list and create the new records. 

 

Be sure the new records are linked back to the parent Opportunity record.

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