For generic Activities there is one important Connected to category that is not included: Activity! We often use long-life Activities that can contain many individual Activities as sub tasks. However, we end up listing all of the individual Activities against an Opportunity or Account, without any sub structure.
Is there no way to add Activity to the list of objects that an Activity can be Connected to?
Version Sales Team 8.0.1.1990
Do you like this idea?
We create many-to-many detail 'Linked Activities' and link there.
Hello!
Creating details is a good idea.
Perhaps the following implementation will help you in solving your business problem:
1) It is necessary to create a lookup field in which we will bind activities: for example, "Main Activity".
2) Create a "Related activity" detail based on the Activity object.
3) Add a detail to the "Activity" page and link it to the section under the "Main Activity" column in the details.
As a result, if you fill in the "Main Activity" field in the activity, and go to this activity, then all related activities will be displayed in the detail.
There will be a one-to many relationships, one parent will have many child activities.
For example:
I hope this helps you.
Best regards,
Kate
As we don't define Parent - Child and use many-to-many relation, we have another schemas:
So, the object looks like
Detail 'Linked activity' is added to the Activity page with following filter:
linkedActivityFilter: function() { var id = this.get("Id"); var filterGroup = new this.Terrasoft.createFilterGroup(); filterGroup.logicalOperation = this.Terrasoft.LogicalOperatorType.OR; filterGroup.add("activityAFilter", this.Terrasoft.createColumnFilterWithParameter( this.Terrasoft.ComparisonType.EQUAL, "UsrActivityA", id)); filterGroup.add("activityBFilter", this.Terrasoft.createColumnFilterWithParameter( this.Terrasoft.ComparisonType.EQUAL, "UsrActivityB", id)); return filterGroup; },