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MicheleM How do I capture the LAST activity date and note?
I added a custom field on the Activities object so that when you "log a call" you can choose which report the comment should appear on. This helps manage all the different department reports. Since moving to salesforce I can't get the report to give me just the LAST comment with the report code = "PR". I have to specify time frames, etc. that don't do what I need on the reports. I figured the best way to get my reports to work is to create a field named "Last PR Comment" on my custom object "Transaction" and then copy the last history item coded with the result code = "PR". However, I can't use workflow or custom fields to get data from the activity object to the transaction object. I'm at a loss for how to get the data. Any ideas???? I can use my idea here to copy it to my transaction object or I'm open to anything similar that would work.
Thanks!
Michele
I too had a similar requirement , wherein i had to record the last acivity description and the last activity date of a custom object. So i did this through atrigger on Task/Activity - when a new Task/ Activity is created we copied the Activity Date and Activity Comment on to the linked/related custom object.
So your specific requirement can be fulfilled by writing a simple trigger on Task/ Activity.
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