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Editorial Team
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Asked: 2026-06-10T21:11:18+00:00

When I create a new appointment from the context of a saved incident it

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When I create a new appointment from the context of a saved incident it defaults the “Required Attendees” field to the incident’s account. I want it to default to blank or the current user. (To create the appointment I used the navigation pane on the incident to view related activities then use the ribbon button add new activity.)

Where can I control that behaviour?

I tried looking at the entity mappings but it appears there isn’t a “mappable” relationship for the “RequiredAttendees” field. (I checked as per the instructions here: http://rc.crm.dynamics.com/rc/2011/en-us/on-prem/5.0/help/ui_cust_Mapping.htm) Have I missed something or is this a hardcoded CRM-ism?

Going forward do I have any options to modify this? I suppose I could do javascript on form load but I’d prefer this be configurable inside CRM without touching javascript.

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1 Answer

  1. Editorial Team

    I think that best solution is to use onLoad javascript. Just check that Appointment is created from Incident form. (In Url – Type=112)

    You can rewrite ribbon button on Incident form to open new window with URL

    http://myCRM/myOrg/main.aspx?etc=4201&extraqs=%3fcontactInfo%3d%26etc%3d4201%26pId%3d%257bB8C55089-26D7-E111-93D4-005056986118%257d%26pName%3dCaseName%26pType%3d112%26pagemode%3diframe%26preloadcache%3d1346939630259&pagetype=entityrecord

    So just exclude: 

    partyaddressused%3d%26
partyid%3d%257bA9D02C74-26D7-E111-93D4-05056986118%257d%26partyname%3dAdministrator%2540crm.local%26
partytype%3d2%26

    This part of url contains data related to activity party (‘required’ field).

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