Activity regarding two records

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Posted on by 2015crm

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Is it possible to have an activity e.g phone call, appointment, task regarding two records from two different entities? The "regarding" needs to be set to a custom entity record. I have a lookup to contact on the these forms, so i need the activities to show on the contact and also on the regarding record.

Is this possible?

Thanks

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2015crm 390 on at

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RE: Activity regarding two records

That was my thought, but its not possible. If it was a lookup to user then i could use the "equals current user" option but you dont have anything like that on contact when creating a view.
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Community Member Microsoft Employee on at

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RE: Activity regarding two records

Hi,

I think that you need to create a new subgrid on your contact form pointing to the activities where the current contact is equal to contact in the lookup
2015crm 390 on at

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RE: Activity regarding two records

Hi

Yes that is what i have done. I am setting the regarding field to a record in my custom entity, i then have a subgrid on that record showing all the activities and that works fine as you would expect.

I have created a new lookup pointing to contact, but im struggling to find a way to have those activities show on the contact.

Even if i somewhow managed to get them onto the contact, im not sure how it would then show the different activities for each contact without creating a view for each contact.

regards
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Community Member Microsoft Employee on at

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RE: Activity regarding two records

Hi,

The regarding activityparty can't have more than one record in it (not like the "To" of Emails).

What I suggest you is to create a new lookup pointing either to the contact entity or to your custom entity.