Activity Cascade Rules

This XrmToolBox tool allows you to view/update the Assign cascading behavior of all relationships between activity types and tables (developed by Mark Carrington).

By default, when you reassign a row, any activity "Regarding" to that row is also reassigned to the new owner and the "Modified On" of the row changed - this impacts how the activities are displayed in the timeline control especially when you leave the sort order of the timeline as default and it is sorting by "Modified On" date.

To control this behaviour, you can use this tool to bulk update the relationships setting between each activity type and tables.

• Tool Information
• Documentation
• Functionalities
• View Assign cascading behavior of all relationships between activity types and tables that can have activities (Fig. 1)
• Change Assign cascading behavior
• individual relationship by double-clicking on a particular cell (Fig. 1, Pt. 1)
• for all activity types for a table by clicking on a column header (Fig. 1, Pt. 2)
• for all tables for an activity by clicking on a row header (Fig. 1, Pt. 3)
• for all activity types for all tables by clicking "Change All To..." in the toolbar and selecting the desired behavior (Fig. 1, Pt. 4)
• Additionally, the tool can
• Show an assign cascading behavior description of the relationship (of the selected cell) at the bottom of the screen (Fig. 1, Pt. 5)
• Show the pending changes in bold (Fig. 1, Pt. 1)
• Show non-customisable relationships in grey (Fig. 1, Pt. 6)
• Validate the Assign cascading behavior of organisation-owned tables from setting "UserOwned" (Fig. 1, Pt. 7)
• Show non-existent relationships as dark grey blank cells (Fig. 1, Pt. 8)

Fig. 1 - Assign Cascading Behavior of Relationships between Activities and Tables

This is part of the #TooLDR series where I test and review the tools for Power Platform. You can check out the information for the other tools on this page.