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- Using Default # Schedules Functionality
Using Default # Schedules Functionality
If you have configured the Default # Schedules on your Products, then the functionality works as follows:
Standard Add Products Page
- If you leave the # Schedules field blank on the Opportunity Product, the system will:
- Use the default value from the Product to generate the schedules.
- Populate the # Schedules field accordingly on the Opportunity Product.
- If you enter a value in the # Schedules field, that value will be used to generate the schedules instead of the Product default.
Standard Edit Products Page
- If the user clears the # Schedules field, all associated schedules for that Opportunity Product will be deleted.
- If the user changes the value in the # Schedules field, the existing schedules will be adjusted to match the new value entered.
Using the Edit Schedules LWC
On Creation:
- When the user reaches the page with the editable # Schedules field, it will be prepopulated with the default value from the Product.
- Upon saving:
- If left unchanged, the default number of schedules will be created.
- If updated, schedules will be created based on the new value.
- If cleared, no schedules will be created.
On Edit:
- The # Schedules field should display the current value from the Opportunity Product. If the user modifies this value, the schedules will be updated to match.