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How to prevent: Activity owner changes when record owner changes

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Posted on by ToniG

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Hello,

I'm working with a client for which I created a custom activity. The activities are owned by the person who did the site visit, regardless of who owns the account or Opportunity the activity is related to.

However, if the account/opportunity owner is changed the owner of the activity switches over to the new owner. I know this is expected behavior, but this client would like the activity to keep it's owner, even if the account changes.

Is there a way for me to opt certain activities out of that behavior?

Thanks!

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ToniG 321 on at

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RE: How to prevent: Activity owner changes when record owner changes

Thanks, that is what I needed!
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Mahadeo Matre 17,021 on at

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RE: How to prevent: Activity owner changes when record owner changes

Hi Toni,

check account or opportunity to your custom activity entity relationship behavior.

I believe it is set to cascade all to assign, that is causing this issue..

You need to change it to cascade none.

here are some more links for more detailed information

docs.microsoft.com/.../entity-relationship-behavior

www.inogic.com/.../crm-relationship-behavior

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