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 Cannot assign a "Note" to a "Task"
 
GeorgeB
6 posts
www.teamlogicit.com/henderson
Joined
6/30/2008

Cannot assign a "Note" to a "Task"
Posted: 30 Jun 08 7:19 PM

Hello,

I have a "note" I created, and I attempted to assign it to a "task."  When I click save, it takes me to the note summary page, but there is nothing listed in the "PARENT_TYPE" field.  I tried to assign it to an opportunity, and it correctly added the opportunity to the "PARENT_TYPE" field.  Then I tried to again assign it to the task, and again the "PARENT_TYPE" field was blank.

Any help would be greatly appreciated.

George

PS  I'm running Version 4.5.0 Build 2.0.2950.42250

support
2094 posts
1st
Joined
1/3/2006

Re: Cannot assign a "Note" to a "Task"
Posted: 30 Jun 08 9:14 PM

I don't think that notes were intended to be assigned to a task.  The bug is likely that Tasks appears in the Parent field.

 

GeorgeB
6 posts
www.teamlogicit.com/henderson
Joined
6/30/2008

Re: Cannot assign a "Note" to a "Task"
Posted: 01 Jul 08 12:37 PM

Thank you for your response.

Ok, what I would like to accomplish is to be able to attach relevant files to a given task...  is there any other way to do this other than a note?

If not, I will have to extend the system to allow it to relate a note to a task, yes?

support
2094 posts
1st
Joined
1/3/2006

Re: Cannot assign a "Note" to a "Task"
Posted: 01 Jul 08 2:10 PM
It sounds like this feature would require a little coding.  You may just need to create the appropriate Activities.ascx user control in the Projects folder and connect it using the DETAILVIEWS_RELATIONSHIPS table.
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