Displaying 3 activities in one subgrid

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Hi,

On a task, phone call, and appointment I created a pick list called Category with the values of (Proposal Activity, Sales Activity).

I want to create a view that will should be all phone calls, tasks, and appointments with the Category type of Proposal Activity in 1 view. I can't figure out the proper query.

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Mamatha Swamy 5,426 on at

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Hi Jonathan,

The views that display multiple activity types (phone, tasks, appointment, email...) are all from the Activity Pointer entity. You cannot restrict them to display only 3 types of activities.

You will need a custom page if you want to do that. I know, this is not something you were hoping for.

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Community Member on at

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I am ok with showing all activities too but I need the ability to filter by that category field.

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Mamatha Swamy 5,426 on at

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Sorry, you can filter by activity type. I stand corrected.

However, because the field is in different entities, the system doesn't allow Grouping

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mscrmba on at

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Hi Jonathan,

Not available OOTB.

Options for you:

1. Create a custom iFrame view (to show whatever data/columns you wanted)

2. Create an SSRS report that staff can run for a customer, for a user etc.

3. Create another custom entity type called Proposal/Sales Activity History.

Then use a workflow to generate a Proposal/Sales Activity every time there is a phone call, task or appointment that meets those criteria. This is not ideal as you are duplicating data and it would require code to keep the records in sync if the originating activities were later updated (although you could have a field for 'create' / 'update' and generate another Proposal/Sales Activity History record in both instances which wouldn't require code). You'd make the form views of these records read-only.

4. Use posts so staff can view posts of these activities (rather than having a view)

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Aileen Gusni 44,524 on at

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Jonathan,

CRM subrid only can support one entity, which you have 3 entities.

You cannot use the ActivityPointer, because, the new picklist field Category you created is not stored in the ActivityPointer, instead, it is stored in the each entity (Task, phone call, appointment), so using subgrid seems not possible.

You can consider MScrmba suggestion.

Either create iframe, ssrs, or create new entity as new type for Activity.

Personally, I would like to use SSRS.

Thanks.

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