Hello,
In CRM 2011, Case entity I have added a grid in the form to add the list of tasks related to the respective Case. When clicking on Add New Task in the grid (ribbon), a new Task form opens with regarding field auto filled with the respective Case. But, the
Case value in the lookup is showing null rather showing the Case Name. However, when opened the Case from the lookup, it is redirecting to the correct Case. After creating the case, it is showing the proper Case Name.
I am looking for the answers to below queries:
1) Why Regarding lookup is showing Null value rather than showing CaseName? How can I show up the Case Name when a new form is opened from the grid?
2) When tried to create the Task from the left navigation Activities in the Case record, it worked properly showing the Case Name in the regarding field in the new form. Why is the issue only in the Grid?
3) What are the possibilities for this issue?
Any help is highly appreciated.
Thanks,
Sri