Excel Add-In for Act! CRM

Build 24.0.9062

OpportunityProducts

Update, delete and query the Products associated with an Opportunity.

Table Specific Information

Select

  • Id supports the '=' operator.
  • OpportunityId supports the '=' operator.
  • CreateDate supports the '<=,<,=,!=,>,>=' operator.
  • Name supports the '<=,<,=,!=,>,>=,CONTAINS' operator.
  • Cost supports the '<=,<,=,!=,>,>=,CONTAINS' operator.
  • EditDate supports the '<=,<,=,!=,>,>=' operator.
  • ItemNumber supports the '<=,<,=,!=,>,>=,CONTAINS' operator.
  • Price supports the '<=,<,=,!=,>,>=,CONTAINS' operator.
  • Created supports the '<=,<,=,!=,>,>=' operator.
The 本製品 uses the Act! CRM API to process search criteria that refer to the supported fields. The 本製品 processes other filters client-side within the 本製品. For example, the following queries are processed server side:
SELECT * FROM OpportunityProducts WHERE OpportunityId = '12345'

SELECT * FROM OpportunityProducts WHERE Name = 'Product name'

Update

Any column where ReadOnly=False can be updated.

UPDATE OpportunityProducts SET ItemNumber = 'Product Item Number', Price = 40 WHERE OpportunityId = '12345' AND Id = '34567'

Delete

OpportunityProducts can be deleted by providing an OpportunityId and Id (Product Id) and issuing a DELETE statement.

DELETE FROM OpportunityProducts WHERE OpportunityId = '12345' AND Id = '34567'

Columns

Name Type ReadOnly Description
Id [KEY] String True

A unique identifier (id) for a given product.

OpportunityId [KEY] String True

A unique identifier (id) of the opportunity containing the products.

Created Datetime True

A timestamp when this group was created

CreateDate Datetime True

The date that the product was created.

Cost Decimal False

The cost of the product.

EditDate Datetime True

The date that the opportunity product was lasted modified.

ItemNumber String False

A item number assigned to this opportunity product.

Name String False

The name of the product.

Price Decimal False

The price of the opportunity product.

Discount Decimal False

The opportunity product's discounted percentage (ignore on updates).

DiscountPrice Decimal False

The discounted price of the opportunity product.

ProductID String True

A unique identifier (id) for a given product.

Quantity Decimal False

The quantity of opportunity products.

Type String False

The quantity of opportunity products.

IsQuickBooksproduct Boolean False

Define is product linked with Quickbooks Product.

RecordOwner String False

Record Owner.

RecordManager String False

Record Manager.

Total Decimal False

The total pricie of the opportunity product (adjusted price * quantity).

CustomFields String False

Custom fields.

Edited Datetime False

Edited.

EditedBy String False

Edited by.

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Build 24.0.9062