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Bidirectional relationships

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Posted on by 27
Hi mates,
 
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.
 
Thanks in advance. Greetings.
 
 
  • Verified answer
    Leah Ju Profile Picture
    Leah Ju Microsoft Employee on at
    Bidirectional relationships
    Hi Partner,
    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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