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iSqFt_AD Has anyone figured out a way to create a Last Activity field that excludes future Event dates?
I am looking for a way to report on Last Activity against a record but not have it include Event Dates which can be in the future. We want to rely on Last Activity Date to run some workflows and this will not be reliable if an Event is scheduled and the Last Activity Date is in the future because of it.
Thanks.
If Last Activity date is indeed set to the future then you will have to:
1. Create a custom field
2. Write a workflow to update the field IF Event/Task date is > current value AND not > today
3. Then use that field instead of Last Activity Date
Correct me if I am wrong, but you cannot see Activity Date fields in a workflow, especially if the workflow object is the Account, where the custom field would reside.