How to add a task to a record?

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Posted on by USA80

I have an entity called Client Access, and on the bottom of the record I have a spot for Notes and Activities, but I don't have a spot for Tasks. How can I get tasks to show up?

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USA80 26 on at

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RE: How to add a task to a record

Ah...yes you did. However, I didn't understand the console part. I would like to complete this with workflow...would it be possible for you to show me with screen shots?

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Alex Fun Wei Jie 33,626 on at

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RE: How to add a task to a record

Hi,

I think I've replied you on that.

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USA80 26 on at

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RE: How to add a task to a record

Here is a link to the other forum...if you could look at that I would greatly appreciate it. Thank you.

community.dynamics.com/.../838115

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Alex Fun Wei Jie 33,626 on at

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RE: How to add a task to a record

Hi,

lets create a new question, and mark your answer as verified.

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USA80 26 on at

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RE: How to add a task to a record

I did. Creating a new form fixed the issue. When my workflow runs the task that gets created shows up now. Thank you for all of your help. Can I bug you for a workflow question now?

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Alex Fun Wei Jie 33,626 on at

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RE: How to add a task to a record

Hi,

i just tested in my environment, if i changed the value, the activities will not show up and vice versa. Did you publish the customization after import?

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USA80 26 on at

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RE: How to add a task to a record

I just created a new form, based off the existing form and the new form shows tasks. Something must have happened with the existing form. I remove that form and just use this new one now. Will see if my workflow with creating a task shows up.

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Alex Fun Wei Jie 33,626 on at

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RE: How to add a task to a record

Hi,

can you send this solution to alexfun901121@yahoo.com?

i want to try in my environment.

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USA80 26 on at

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RE: How to add a task to a record

I was able to modify if, zip it back up, and imported back in. I went to the Client Access entity, opened a record up, but don't see a spot for tasks still. Same as before.

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Alex Fun Wei Jie 33,626 on at

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RE: How to add a task to a record

Hi,

do you have notepad++? if yes, you can use that as well.

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