Rolling up activities from child entities to parent entity RRS feed

  • Question

  • Does anyone know how to roll up all the activities created in a multiple child entities to a parent entity?  My understanding is that the "Regarding" field in an activity determines how an activity is associated to an entity.  But this only rolls it up to that entity.  Account entity; however, rolls up all of the activities from child entities (Contact, Opportunity, etc.) to  Account entity. 

    I am trying to create a custom entity that has mutiple custom child entities and have all of the activities created from the child entities to show up on its child entity as well as roll up to the parent.  Is this doable?

    • Moved by Xiaopeng Wu Tuesday, March 8, 2011 10:10 PM Forum consolidation (From:CRM Online)
    Friday, October 1, 2010 12:52 AM


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