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Dynamics 365 Community / Forums / Microsoft Dynamics CRM (Archived) / How to add a task to a...
Microsoft Dynamics CRM (Archived)

How to add a task to a record?

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Posted on by USA80 2,645

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 Profile Picture
    USA80 2,645 on at
    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?

  • Alex Fun Wei Jie Profile Picture
    Alex Fun Wei Jie 33,626 on at
    RE: How to add a task to a record

    Hi,

    I think I've replied you on that.

  • USA80 Profile Picture
    USA80 2,645 on at
    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

  • Alex Fun Wei Jie Profile Picture
    Alex Fun Wei Jie 33,626 on at
    RE: How to add a task to a record

    Hi,

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

  • USA80 Profile Picture
    USA80 2,645 on at
    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?

  • Suggested answer
    Alex Fun Wei Jie Profile Picture
    Alex Fun Wei Jie 33,626 on at
    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?

  • Verified answer
    USA80 Profile Picture
    USA80 2,645 on at
    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.

  • Alex Fun Wei Jie Profile Picture
    Alex Fun Wei Jie 33,626 on at
    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.

  • USA80 Profile Picture
    USA80 2,645 on at
    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.

  • Suggested answer
    Alex Fun Wei Jie Profile Picture
    Alex Fun Wei Jie 33,626 on at
    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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