Hi Praveen,
It's recommended to use Power Automate to achieve such requirement.
1. Create a solution in PowerApps, then create a flow from the solution:
2. Important: please use "Common Data Service(current)" connector throughout.
3. Overview of flow, due there are many steps in the flow,
so next I will only post screeshot with description for each one action.
However, steps of whole process are easy and you will get same flow finally.
4. Action 1, it's obvious that trigger flow on creation of phone call.
5. Action 2, retrieve "Call To" parent account id from related Activity Party records.
When we populate "Call To" field with a record and save a phonecall, system will automatically generate a corresponding record(Activity Party) which contains phonecall activity id and "Call From"/"Call To" record id.
It could be said that this type of record is a connection.
When participationtypemask field of the record equals to 2, it stands for "Call To".(1 stands for "Call From".)
So filter is _activityid_value eq 'phone call id' and participationtypemask eq 2
6. Action 3, we can now retrieve child accounts.(The outer "Apply to each" will automatically appear and surround "List records" action.)
Filter here is _parentaccountid_value eq 'party id value',
_partyid_value is a field of Activity Party entity, which is used to stands for "Call To" record id.(parent account)
7. In final action(4), we will create phone call only when child account exists.
Due to phone call is activity type record, so we should set Call To and Call From fields by way below:
Activity Party Attribute Name - 1:
Call From
Activity Party Attribute Value - 1: (plural)
/systemusers(owner of parent phone call)
Activity Party Attribute Name - 2: (click ellipsis icon to add new row)
Call To
Activity Party Attribute Value - 2:
/accounts(child account id)
Result:
Create a phone call for Contoso, Ltd
Other phone call activities will be created for child accounts.
You could take article below as reference for how to create activities with Power Automate.
https://www.inogic.com/blog/2020/02/creating-activities-using-power-automate-flows-now-possible/
Regards,
Clofly
