Properties feature is a nice feature for capturing additional info like the Color needed etc, However, the values entered when you are adding them to an Opportunity (Quote etc) appear to not able to be reported on through the UI. The only way to get them out appears to be through SSRS or Power BI.
The fields that hold the values entered on the Property Instance entity are marked Search = No (and can't be changed to Yes) so they do not show up in Advanced Find or the Report Wizard. For example through the Report Wizard at the moment you can produce a list of the properties for each Opportunity Product, but not the value that the user has entered against the property.
And, I appear to not be able to use Advanced Find to show all the Opportunity Products where for example the property 'Color' = Red. So if I've run out of Red I have to get an SSRS report written so I can find out which customers I need to call to tell them there will be a delay.
Comments
Hi there! Thanks for taking the time to report this feedback. We are aware of this limitation and of the scenarios it can open up. We are tracking this issue and will consider it in our roadmap Thanks again. Daniel
Category: Account, Contact, Calendar and Activity Management
Administrator
Thank you for submitting your idea to our ideas portal. We appreciate your contribution and the time you took to share it with us. We have shipped many enhancements since this idea was posted and it is likely that it has been resolved. If not, kindly reopen. Thank you again for your continued support.