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Customer Service forum

Managed custom entity structure for case management like activity and activtypointer concept

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Posted on by 32

We have created an entity structure, exactly like the activities, for case management. We have a master entity that contains all the common fields and several specific entities that also contain all the common fields and other specific fields.

When we create a record for a specific entity, we also create a record for the master entity (with a plugin) by copying all the common fields. Exactly like the concept of activities.

We need to create views and subgrids to display the records. However, we do not want to display the form of the master entity. We want to display the associated entity, such as activities. When you open a record in the "All Activities" view, the system opens the record for the specific activity, if it is a task, the system opens the task form, not the activitypointer form.

Does anyone have an idea of ​​how to set up this element? We try with Javascript, but we only managed to do a redirect, which causes a visual glitch, we see the form of the master entity for a split second before seeing the specific entity. In addition, you have to manage the double click and click on the right button of the mouse.

Do you have any solutions for me?

Thanks.

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  • Suggested answer
    Moh Helper Profile Picture
    250 on at
    RE: Managed custom entity structure for case management like activity and activtypointer concept

    The only ideas that I can suggest are :

    - The redirection in Javascript

    - Or a custom webresource (to avoid the visualization of the master entity form for some milliseconds)

  • Suggested answer
    Dynamics365 Rocker Profile Picture
    7,755 on at
    RE: Managed custom entity structure for case management like activity and activtypointer concept

    You can not achieve it OOB. You have to create a HTML web resource that show all children records of parent entity , Similar to All Activities.

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