Modify "Regarding" Polymorphic lookup in Tasks entity

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Posted on by EBMRay

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Hello,

In the task entity, we have "Regarding" polymorphic columns which get information from different tables.

I am trying to find a way to add my custom table to this type of column.

I tried to use the polymorphic manager from the xrmtoolbox, however, I couldn't find the column provided from the task entity in order to add the table needed as it is showing to create only a new one.

What is the workaround to include my custom table in this polymorphic field? I am trying to avoid creating a new field and do a direct lookup to the table needed since the regarding type of column already exist.
Could you please provide an example?

Any help is highly appreciated.

Best regards,
EBMRay

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kaih Microsoft Employee on at

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Hello,

In the task entity, if you want to add your custom table to the regarding column. You have to complete the following steps:

1. An entity must be Activities enabled for it to appear in the regarding lookup. Enable a custom entity to appear in the Regarding lookup

2. Open the App designer, Add > Entities and then select the entity you want to add and complete the addition by including all assets. Reference

3. Now you can see the custom entity and its related records in the regarding field.

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