Creating a link to Appointment from an entity

(0) Share

Report

Posted on by Aneeqa Pervaiz

240

Hi,

I have the opportunity entity and I need to create a link in the entity which when clicked, would lead to the appointment task in the activities. How can this be done?

I have the same question (0)

All responses (6)

Answers (1)

LuHao 40,892 on at

Like (1)

Report

Hi Aneeqa,

We can insert a sub-grid of Appointments in the Opportunity form.

Go to Advanced Settings > Customizations > Customize the System, expand Entities > Opportunity > Forms, edit the main form.

Insert a sub-grid.

Select All Record Types and Appointments.

Save and publish.

In this way, in the Opportunity form, we can click See all records in the sub-grid and it will go to the Appointments view.

Was this reply helpful? Yes No
Aneeqa Pervaiz 240 on at

Like (0)

Report

Hey,

I now do have a section of appointments in my project entity. I am just wondering if it is possible to only display the relevant appointments for each account. I tried setting it to only related records, but that does not show the appointments entity then.

Was this reply helpful? Yes No
LuHao 40,892 on at

Like (0)

Report

Hi Aneeqa,

You want to display the related Opportunities in the Account form, right?

If so, please follow this screenshot.

You may pay attention to the view, the role of the view is to filter records, so you need to select the appropriate view for the sub-grid.

Was this reply helpful? Yes No
Aneeqa Pervaiz 240 on at

Like (0)

Report

So I added a subgrid for appointments in the projects entity. I can only add in 'All appointments' - as there are no views filteration according to the project name.

I have done the same for time entries - and if I choose 'Only related records', I can see just the time entries of that particular project only. For appointments, it does not give the same option.

Was this reply helpful? Yes No
Verified answer

LuHao 40,892 on at

Like (1)

Report

Hi Aneeqa,

The Project entity and Appointment entity have no relationships, they are not related entities, so you can only select all records instead of related records for the Appointment sub-grid in the Project form.

You would show the Appointments of the Account in Project, right?

If so, we will use quick view form.

Please refer to https://carldesouza.com/dynamics-crm-quick-view-forms/

Create a quick view form for Account.

Insert a sug-grid in the quick view form.

Edit the Project form, insert the quick view form.

Was this reply helpful? Yes No
Aneeqa Pervaiz 240 on at

Like (0)

Report

Thanks for your help. This works.

Was this reply helpful? Yes No