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What's the best way to collect all types of activities in one custom entity

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Posted on by maustin

I have a custom entity that I use to collect all activities, emails, phone calls, appointments, tasks, letters. I had put together some workflows that would capture these various activities when a specific fields would change. To be precise, I have a option set named "Activity Code" and an option set named "Result Code". My custom entity will collect any record that contains data in one of these fields or both. I was able to accomplish the phone calls, appointments, tasks, and letters, but the email I am having quite a struggle with. The trick is to be able to come back to the record if the email was updated. I had a system in place where I would gather the GUID of the email and copy it to the custom entity record, but that's about it. How can I implement the ability to update the email if the custom entity record was modified and how to update the custom entity record if the email was modified.

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ScottDurow 50,177 on at

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RE: What's the best way to collect all types of activities in one custom entity

Could you describe the challenge you are having specifically? Is it that you can't get the record GUID to store and then get a record using the GUID from inside a workflow?