215
I am looking to create a duplicate of the Appointment Activity but with adjustments to the form.
Can someone direct me to where there are some instructions to do this? I can create additional activities but I cannot figure out how to do something like the reoccurrence.
Hi,
Yes, i checked on my instance and you are correct that system is not allowing us to create new form for appointment
crmbusiness.wordpress.com/.../
I am not sure how to mimic recurrence feature for custom activity.
Let's wait for others comment.
Bipin Kumar That is one of the first things I attempted, but checking in the table under forms it is empty, also for the classic version as forms is just not there. Also the New Form is greyed out in the modern version.
Hi,
How about creating duplicate main form and change the layout of your newly created form based on Your need for Appointment entity instead of creating new custom activity entity?
Stay up to date on forum activity by subscribing. You can also customize your in-app and email Notification settings across all subscriptions.
#1
André Arnaud de Cal...
290,537
Super User 2024 Season 2
#2
Martin Dráb
228,520
Most Valuable Professional
#3
nmaenpaa
101,148
Share
Report
All responses (
Answers (