To-Do List in custom field

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Posted on by Matias Garcia

Hi Everyone! I'm creating a new field and i want to add something like To-Do List in this field. The idea is the system set the activities to-do to complete the case (for example).

Any suggestion?

Thanks in advance.

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LeoAlt 16,331 Moderator on at

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RE: To-Do List in custom field

Hi partner,

I'm sorry that I'm not very clear about your requirement about add "TO-DO list in a field".

As I konw, there is no such a field type could meet this need. Case has a 1:N realtionship with activities so that we could see many activities in a case form, but we could not add realtionships between field and entity.

According to your description, I suggest that you could refer to the following points.

1. Create a new option set field named fieldA and a text field named description, create a new business rule to set when fieldA="A", then description will show the to-do list of "A", if fieldA="B", then description will show the to-do list of "B", This allows us to display information in field description based on the value of field A.

2. If you want to create some activities or other entity records based on your field, you could use workflow to do this.

But I still hope that you could provide more details about your requirement and business scenario.

Happy new year!

Best Regards,

Leo

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Adrian Begovich 1,027 Moderator on at

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RE: To-Do List in custom field

Hi Matias Garcia,

The Task entity is an activity representing work needed to be done. I recommend using this entity to keep track of what has been done and what needs to be done.

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Matias Garcia 75 on at

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RE: To-Do List in custom field

Perfect! Sounds Good! One additional question, Do you know if is it possible to theese tasks is already created when the user press new case?

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Justin Wilkinson 1,338 on at

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RE: To-Do List in custom field

A few options Matias around option sets can work, but using the task entity would probably be the best out of the box option regarding the custom entity: docs.microsoft.com/.../enable-a-custom-entity-to-appear-in-the-regarding-lookup

the link above might also be useful to you

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LeoAlt 16,331 Moderator on at

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RE: To-Do List in custom field

Hi partner,

There are 2 ways.

1. Create new tasks on your new case form.

2. You could use workflow to make the system create tasks automatically as soon as you created a new case.
https://docs.microsoft.com/en-us/dynamics365/customerengagement/on-premises/customize/configure-workflow-steps

Go to Advanced Settings->Processes and create a new workflow.

Choose the trigger condition as "record is created" and add an action to create new task.

Click on "set properties", you could set the field default value in task.

...

Best Regards,

Leo

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Matias Garcia 75 on at

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RE: To-Do List in custom field

Excelente!

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