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Is it possible to prompt users to select a maximum number of products from the full list of product line items associated with the Opportunity?

 

For example:

ABC Account uses the Golden Pricebook.

In the Golden Pricebook, there are 100 Products.

The user selects 25 Products (aka Product Line Items).

When a Drawloop document is generated, can the user be prompted to select a maximum of 5 of the 25 Product Line Items and only list those 5 Products in the generated document?

 

The Product Line Items would be different for each Account/documented generated.

Hi @JackieT ,



 



Not OOTB, this should be possible using custom coding. If there is something you can filter the relationship by that might be a potential workaround.


Thank you -- I'll continue to explore options.


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