Creating new task from GI
Has anyone been able to create a new task from a GI and default the related entity?
We are just about to move to 2018r2 and start taking advantage of the sidebar. One of the use cases we see is showing the tasks per customer. We have the GI all set and can create new tasks, but the related entity field is empty.
you are basically correct. We want to be able to create a task from a GI. The button could be on the sidebar or the main customer GI. The issue we have seen is that we haven’t found a way to pass values through the new record fields of the GI. We can default values, but they are not based on field values. Only hard coded. I tried passing something like =Customer.NoteID and that exact text was added. I was hoping to pass that to the subject and then use automation steps to put that into related entity. We could also use custom code to set the related entity, but the problem is that we can’t pass data using the new record fields in the GI. There may be a way, but we have not seen it. This would be a super powerful feature to be able to extend CRM. I could see this used for Cases as well.
Have you found a way to create ANY new records using the Side Panel feature in a Generic Inquiry? Looking at it more closely, it seems to me like Side Panel can only be used to edit existing records, not create new ones.
Yes. On our task GI that is the side panel, I set it as an entry screen for tasks and then select the box for "Enable New Record Creation".
Still no good way to have it auto-tag the customer. Anyone out there taken the Activities tab of the customer and turned it into a screen that can be used as a side panel?
Update for everyone. We found a pretty easy solution. I was able to grab the source code for the normal customer aspx page (AR303000.aspx). You can find it using view source from the projects screen. I saved it as a new page AR303005.aspx in a project. I then went and added visible=false to any tabs/sections I didn't want to see. Once that was created, I could add it as side panel on the customer screen. Boom - now from the customer list screen, our sales team can quickly access activities. They can see any existing emails/tasks/notes and quickly add new ones.