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I have created a custom activity ,in which I want to add a Work Order Grid .I have created a lookup in the Work Order Entity that reference this activity noting that this lookup is NOT mandatory.
When I go to the custom activity form and I click on the "+" button ,I do not have the option to link existing Work order .The button triggers the quick create form of the Work order to open.
I want the usual behavior which is to choose from the existing work order.
What am I missing?
This is usually down to the relationship type between your activity to work order community.dynamics.com/.../dynamics-365-crm-entity-relationships-understandings. You would probably need to change the relationship to 'Referential'
It is already Referential .
Ah my mistake.
If you want to add existing to a sub grid. Then the relationship will have to be N:N.
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