I have created 2 relationships 1:N task to appointments and N:1 tasks to appointments but that relationship isnt bidirectional, I mean, If I create a task within a appointment, I can see from the appoitment that I have a task related to it but from the task I cant see that it has an appointment related to it. I would like, if I create a task within an appointment, that it is visible from both the appointment and the task. I dont care where it has been created, I want to see the related, thats why i say bidirectional.
1:N relationship creation automatically creates a lookup field that points to the associated entity.
You can see task in the sub-grid of appointment, then you can see the appointment in the lookup of task.
If you want to see related appointment in the sub-grid of this task, you need populate correct task in the task lookup field of the appointment:
Consider using a workflow to auto-fill the lookup field if you don't want to do it manually。
However, I recommend that you use one of the collar methods to achieve your goal without any other customization.
--Using connections to build relationship between appointment and task:
You can then look at the associated records in their respective forms:
I hope you can mark my answer verified if it answer your question! If you have any questions, please feel free to contact me. Regards, Leah
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