Bidirectional relationships

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Posted on by AC-29040627-0

Hi mates,

I have created relations between 1:N between all kinds of activities, and in every activity i have this screen:

When I create another activity inside the activity, it appears in those subgrid but when I go to the activity form that I have just created, it doesnt appears. I want to do that, if I create an activity inside another activity, automatically, it created the relation bidirectional (it appears in the other subgrid too). I think it can maybe do it by a automated flow or something but I dont know how to do it.

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Leah Ju Microsoft Employee on at

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Hi Partner，

You can use workflow to achieve it.

For example:

--Add task in the appointment form, use workflow to update task lookup automatically.

Workflow:

1.select task entity.

2.Trigger:

3.Add steps:

1)Check condition: appointment lookup in the task.

2)Update records:

4.Save and active it.

Note：

You need create corresponding workflows on each activity entity that is used in association with each other.

I hope you can mark my answer verified if it answer your question! If you have any questions, please feel free to contact me.
Regards,
Leah

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