Skip to main content

Notifications

Announcements

No record found.

Microsoft Dynamics CRM (Archived)

How to set regarding Appointment record on a Task entitiy?

Posted on by 290

Hello,

I created a new 1:N relationship in between Appointments and Tasks and I am not able to select Appointments among entities behind Regarding Lookup on Task entity. The Regarding field is also not populated when I create e.g. multiple Tasks from Subgrid on Appointment entity.

Is there any solution?

0272.Regarding.PNG

BR,

Miha

*This post is locked for comments

  • Verified answer
    tw0sh3ds Profile Picture
    tw0sh3ds 5,600 on at
    RE: How to set regarding Appointment record on a Task entitiy?

    You created a custom relationship between Tasks and Appointments, so on the Task you must have automatically created a lookup field for Appointment and this field is populated. "Regarding" field on the other hand is completely different field, for different type of relationship and you cannot make your Appointment to be chosen in that relationship. But as I said - there must be a field on your Task that points to Appointment (you can check the name of the field in your relationship properties), so you have this information, just not in the out-of-the-box "Regarding" field. Maybe you named your new field "Regarding" and you have two field with the same name and simply looking at wrong one?

Under review

Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.

Helpful resources

Quick Links

December Spotlight Star - Muhammad Affan

Congratulations to a top community star!

Top 10 leaders for November!

Congratulations to our November super stars!

Tips for Writing Effective Suggested Answers

Best practices for providing successful forum answers ✍️

Leaderboard

#1
André Arnaud de Calavon Profile Picture

André Arnaud de Cal... 291,269 Super User 2024 Season 2

#2
Martin Dráb Profile Picture

Martin Dráb 230,198 Most Valuable Professional

#3
nmaenpaa Profile Picture

nmaenpaa 101,156

Leaderboard

Featured topics

Product updates

Dynamics 365 release plans