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Community Member Microsoft Employee on at

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RE: Tasks view not showing the records. But record is exist

Hi Partner,

Has the problem been solved? Any updates?

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Thanks.

Regards,

Leah Ju

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Community Member Microsoft Employee on at

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RE: Tasks view not showing the records. But record is exist

Hi Rahul,

Have you done some customizations to the navigation of the opportunity form?

Because there is only activity tab can be shown in the navigation of the OOB form, I can’t find task tab into the navigation?

For testing, i created one new 1:N relationship between Opportunity and Task, one task tab can be shown in the form now.

So you can go Settings > Customizations > Customize the system > Entities > Opportunity > Forms to open the main form.

Clicking 'Navigation' button and double-click 'Tasks' in the right pane to open 'Relationship Properties' dialog to check name.

Then go to relationships to open the relationship based on the name, then find lookup field.

If so, Task Associated view just show tasks related to opportunity based on the new lookup field value not regarding field.

Test:

Task:

Opportunity--01:

Opportunity--opp1:

Regards,

Leah Ju

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Rahul Rathore 121 on at

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RE: Tasks view not showing the records. But record is exist

Hi Leah,

This is related to opportunity entity.
Community Member Microsoft Employee on at

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RE: Tasks view not showing the records. But record is exist

Hi Rahul,

Can you tell me which entity the current form belongs to? A complete screenshot would be appreciated.

And have you checked the regarding field of tasks is current record?

Regards,

Leah Ju
Rahul Rathore 121 on at

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RE: Tasks view not showing the records. But record is exist

Hi Leah,

I have checked for all views. There is no data showing.

Thanks.
Community Member Microsoft Employee on at

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RE: Tasks view not showing the records. But record is exist

Hi Rahul,

From you screenshot, current view is ‘Task Associated View’, maybe you can change to another view to check these records.

Regards,

Leah Ju

Please mark as verified if the answer is helpful. Welcome to join hot discussions in Dynamics 365 Forums.