24 februarie 2011 23:37
I have created a new custom entity "To Do" that is an activity. I only want to show these activities in a sub-grid on the Opportunity. I've added the subgrid and selected the default view. All is fine up to this point. However, if you put focus on the subgrid, the ribbon changes context and gives me a button to create a new To Do. When I create a new To Do, however, the Regarding field is not passed into the new activity, and therefore is not linked to the Opportunity on save. Is this a bug? Has anyone come up wiht a work around.
FYI - if I change the subgrid to use the Activity entity (instead of the To Do entity), and then use the context button Create New Activity>>>To Do, it works...however, this is not acceptable to me because I need to see the Status Reason in the subgrid, and it is not available if you use the Activity entity...it's only available if you use the To Do entity.
I'm open for ideas.....
Michael Sullivan - Quest Business Solutions - www.questvar.com
- Tip modificat Michael at Quest 1 martie 2011 23:34
2 martie 2011 13:27Proprietar
In some cases, we've seen that custom activities don't behave exactly the same way as out-of-the-box activities. Having said that, I know it is possible that users might have focus on the sub-grid and then try to create a new activity, realize the Regarding is not automatically set to the Opportunity and have to had the Opportunity to the custom activity. Although this might not be ideal, maybe it is not a show stopper for you.
Having said the above, I have not tested either of your scenarios, creating a new activity to see how it behaves differently from the out-of-the-box activity with respect to behavior related to your focus scenario or the inability to add the activity status reason to the subgrid view of the Opportunity activity so there may be other solutions. I can research further if needed. You can also post a suggestion on Connect if you would like to see this behave differently.
16 februarie 2012 23:19
Has there been any progress/solution to the above issue? I'm having the same problem with a custom activity entity for a client, which is causing major confusion for them. Is there an additional relationship that should be added or something that can be done to carry the regarding through properly when clicking "add new custom activity" when focusing on a subgrid for that custom activity? I even tried populating the regarding using a workflow and that would not work either. Any help is greatly appreciated.
Jessica Carsten xRM3, Inc email@example.com
29 martie 2012 09:36
I have the same issue.
The problem seems to occur when the activity entity is configured to not appear in the menus.
6 iulie 2012 14:49
Look at the below url for more information about setting lookup values through url
hope this help
6 iulie 2012 15:41Proprietar
I just test this with a custom activity and the Regarding was set as expected. Here are the steps I took:
- Created a new Custom Activity and published my changes
- Opened an Account record and selected the Activities sub grid
- Select the Add New Activity button from the Ribbon
- Selected my Custom Activity from the drop down list
- The Regarding of the Activity was set to the Account record as expected.
If you are not getting the same experience, please provide the exact steps you are taking and I will see if I can reproduce the issue.
- Propus ca răspuns de Donna EdwardsMVP, Owner 6 iulie 2012 15:41
7 august 2012 00:45
I have the same issue, but with the OOTB Appointment Entity on a custom entity.
The steps I took:
- insert a sub grid on the custome entity form
- set the "Data Source" section on the sub grid properties to be: Records: "Only related Records"; Entity: " Appointments (Regarding)"; Default View: "All Appointments".
- Save and Publish custom entity
- Open a custom entity record and select the Appointments sub grid
- Select the Add New Appointment button from the Ribbon
- The Regarding of the Appointment is NOT set to the custom entity record as expected - it is empty.
If I go to Activities through the left navigation pane and create an Appointment here, the Regarding field is populated as expected with the custom entity record.
If I change the sub grid to Activities as opposed to Appointments then I get the expected behaviour.
Any suggestions gratefully accepted.
- Editat de Hank Johnson 7 august 2012 00:50 new fact have come to light
7 august 2012 05:02
You can use ribbon workbench to override the button action
Hope this helps
12 august 2012 23:53
We will look into a JS solution for this issue.
I am keen to understand whether this is a known bug by MS and whether there is a fix on the way?
12 septembrie 2012 09:01
I've got exactly the same problem which is very annoying in a production environment because people are "losing" their activities since the regarding field is not set.
Then it takes a long time to relink everything :-(
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13 septembrie 2012 05:38I can confirm problems with Add New buttons on different menus not behaving the same. We end up hiding the bad button and basically calling the same code the good button calls... yeah, would be nice to see a fix...