Method:Classic General Q&A

Re: Edit activity (Go To) link from Activities List

Method_Michael — Mon, 28 Nov 2011 22:02:20 GMT

lpierpont-

For more detailed instructions I would recommend going with paid consulting time as this would go beyond the scope of the details normally provided on the forums.

-Michael

Re: Edit activity (Go To) link from Activities List

lpierpont — Mon, 28 Nov 2011 21:15:50 GMT

Is there a little more step by step process you can give me for this customization? I understand the concepts of both, but am having trouble following how to get to the items you mention. Would probably be more interested in the second option as I am a novice, but need more instruction.

Re: Edit activity (Go To) link from Activities List

Method_Michael — Tue, 22 Nov 2011 22:59:59 GMT

lpierpont-

To get this to work you would have to edit the CRM_ActivitiesList Screen and edit the actions found in the Header section edit the actions in the GoToEditActivity-DONOTSHOW button.

In the GoToEditActivity-DONOTSHOW, you would need to get the RecurrenceType for the Activity you just selected and if it is an Occurrence, show a Message Box where Ok will assign True and Cancel will assign false and based on that go to either the Series or Occurrence. Hint: Make use of the If using with a Calendar, set for Series instead of Occurrence on the go to tab link action. This can be a bit difficult for a novice but there is another way of doing this.

The second option would be to create a second link on the grid lets say Go To Series... and have it call a button simliar to GoToEditActivity-DONOTSHOW but make gure the Go To Tab link action has If using with a Calendar, set for Series instead of Occurrence checked.

-Michael

Edit activity (Go To) link from Activities List

lpierpont — Tue, 22 Nov 2011 21:01:13 GMT

when i click on Go To from the Activities List, I do not get a prompt to "Edit Activity" or "Edit Activity series". Many of my activities are recurring, so i would like that prompt. please tell me how to get that. thanks.