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Hey Guys !
Is there any way to open Activities for closed Opportunities?
I have a custom entity, that has relation with my Opportunity entity.
When I close my Opportunity as won, I can't create a new record for the custom entity
Can you help me?
Thanks !!
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U R Welcome Bruno
Thank you Guys !
I solved the problem.
I just had to undo the relationship and create a lookup in the other entity.
Regards,
Bruno Souza
You need to open the custom entity record first and then search for the closed opportunity through the lookup window. You will then be able to add a closed or an inactive record to your custom entity.
If you try to create a custom entity record by navigating through the opportunity entity, you wouldn’t find a “Create” button there and the system doesn’t let you add a record to the closed opportunity.
Verify if you don't have another relationship between the two entities.
Tell me if your custom: Payments entity is a custom activity entity or not ?
If it's a custom activity entity it will be closed automatically as any activity attached to the opportunity. So, You cannot change this property. You should delete all the entity and recreate it. But if you want to recover records you should export record before deleting this entity, recreate it and try to import records, with quite chance, you can import all records in the new entity and they will not be closed because the new entity is a custom entity and not a custom activity entity.
Hey Nizar,
Tks for the answer !
It's already as you said, but it's not working !!
I have the Opportunities entity and my custom: Payments
I have a 1:N, from Opportunities to Payments.
They're both Referential !
Hi Bruno,
I think it's related to the relationship between your opportunity entity and your custom entity.
When you put a Parental 1:N relationship between two entities, if the parent entity is delete or changed status or shared etc..., the child entity follow it.
Other types of relationship can have the same behavior if you define Cascade All for every option
Your relationship between your opportunity entity and your custom entity should be Referential with Cascade None for every option except Delete that should be Remove Link:
If you cannot modify your actual relationship type you should delete it and créate a new one.
For the old record, I dont think that you can do anything.
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