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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.
I've done it with a Business Event and it was kind of messy (click here)
Are you trying to add a button to the sidebar that will automatically create a Task that is linked to line highlighted in the GI?
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.
Sorry for the delay in responding. August was an extremely busy month for us. Here is the screenshot attached.
That's a beautiful thing Ryan. Thanks so much for sharing.
How do I add this to the sales order GI? I can't figure out what screen or GI you are using on the side panel.