Hello,
I want to show certain fields from the Acount on the activity telephone call. Also I want to show a view fiels of the contactperson. The telephone calls are generated out of an campagne activity in an Marketing list.
I hope someone can help me. Thank you in advance!
To set up a quick view form from one entity to, say, a phone call main form, one needs to have a lookup field of that entity on the main form. So you can create an account and a contact lookup and wire their quick views into it. However, you still need some mechanism or user action to populate them.
Thank you for your answer. The account is in the phone call main form. In the field Call to/Phone to.
Do you mean you don't connect the whole entity on the form with the Navigate button but you use the Lookup function in Powerapps?
I'm not checked out on the whole PowerApps thingee. What I do know is that the base To, From, CC and BCC fields on the activity entities are NOT lookups. Lookups are pointers to single records of a single type -- e.g. the account on an opportunity or lead -- the primary contact on an account. And you can create them by adding a field to the entity. I have to assume this is an intrinsic aspect of this system that, at worst, has a different user interface than the classic. I know that modifying an entity for me is the same screen that has been around since version 4.0 except that is says PowerApps across the top.
Hi,
Simple lookup type fields allow for a single reference to a specific entity. However, you should be aware that not every lookup behaves this way. There are different types of system lookups as shown below.
The BCC, CC, From, and To fields are PartyList fields. PartyList fields are are a type of lookup. Therefore, the BCC, CC, From, and To fields are lookups.
You can find more information on the different types of lookups here.
Adrian has the full story for you.
Simply speaking only the simple lookup works with Quick View forms -- the mechanism does not handle variable entity types. Also, the simple lookup is the only kind you can create. When you're in there adding a new field Lookup is an available "data type".
Best you get proficient at the simple. You will have to graduate from customizer to developer before you have to figure out stuff like activityparty.
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