Add a template view to an activity

daninjersey

Hi all, So we have a client template set up that needs to be checked off by two departments, For the life of me I can't figure out how to include either the template or a link to it into an activity.

Pretend its KYC info, one person enters it then it needs to get double checked by their supervisor.

I get to the task object ID i cant get it to populate without seeing an error saying cannot use the data must be done through dev environment.

Any ideas?

kriki

[Topic moved from 'NAV Tips & Tricks' forum to 'NAV Three Tier' forum]