Dynamics Community Forum Thread Details

Creating buttons to add activities to parent or child records?

I'm trying to create a button to add an activity either to the parent record, or any of its child records (for a specific relationship). For example, we're using a parent/child relationship for contacts, so that's the one I'm thinking about. In my mind, it looks like this - each activity type that we use would have a button...email, phone, and appointment, for example. So three buttons. Button one would say "Add Email", and when you clicked on it, it would drop down/flyout/whatever to a list of the parent contact record and each child contact record. You would click on whichever one of those you wanted, and then it would open that activity form with that contact in the To: field.

In terms of the command itself, obviously there are system commands for adding activities to the primary record. Are there also system commands for adding them to secondary records (that presumably has a parameter for which one)? I can't actually find a list of system commands anywhere, which would really help. If not, I can certainly create custom javascript for it...that part I can figure out. But the other thing I haven't been able to figure out is how to dynamically create buttons - i.e. populate that drop down list of buttons with each child record. Last resort I can make a fully custom websource, and I guess add it somewhere other than the ribbon? But that's way less than ideal.

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