Task Template Related Entities

Hi @astramathis30 ,

You should be able to use “Link to Entity” if it is available on the form.  The “Attach Activity” checkbox will be displayed when it is required instead.

It think the issue is with your fieldname.  Try CROpportunity.NoteID instead.

Hope this helps!

Laura

@lauraj46 sorry, my copy/paste copied the wrong one, I tried NoteID yesterday and it also didn’t seem to work. I’ll put it back in and try generating an opportunity that would fit the criteria again:

@lauraj46 CROpportunity.NoteID doesn’t work, I’m going to try ((CRQuote_quoteNbr)) but since ((CROpportunity_opportunityID)) doesn’t work I doubt this’ll work either. @Chris Hackett you’re an Acumatica pro, any ideas who I can ask?

Hi @astramathis30 - No, I rely on the volunteer product experts here to helps as they can.