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Customer experience | Sales, Customer Insights,...
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can we add the task under the custom activity type entity?

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Posted on by 354
Hi all,
 
I have one requirement to add the task entity under the custom activity type of entity /Conference/, how can I achieve this or is it doable task or not?
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  • Ram Prakash Profile Picture
    2,285 on at
    can we add the task under the custom activity type entity?
    Hi,
     
    Create a new Table with type as Activity Type and Create so that it will automatically populate in Activity List.
  • Leah Ju Profile Picture
    Microsoft Employee on at
    can we add the task under the custom activity type entity?
    Hi Partner,
    It's so strange, i can create.
    Tring to add one sub-grid component to check it again:
  • Himanshu Kamboj Profile Picture
    354 on at
    can we add the task under the custom activity type entity?
    Hi Ju,
     
    Thanks for the approaching!!
     
    I have already tried that thing, even I have added a subgrid (of tasks entity) manually on conference form as well. but I am not able to see the create button of task under the conference, I can only able to see the records under the tasks subgrid.
  • Suggested answer
    Leah Ju Profile Picture
    Microsoft Employee on at
    can we add the task under the custom activity type entity?
     
    Hi partner,
    If the custom entity type is activity,  'Activities' box cannot be enabled, so it will not have relationships with other OOB activities (tasks) created.
    So you need create one relationship between custom entity and task:
    Then you can use tasks in the custom entity.
    But i don't understand this: add the task under the custom activity type entity.
    Under? Can you provide further clarification? Or a screenshot?

    I hope you can verify my answer if it helps you! If you have any questions, please feel free to contact me.
    Regards,
    Leah

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