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BBajajBBajaj 

Need to track Task under opportunity using Custom field value

Hi Everyone,

 

I have very simple requirement that I want to copy an autonumber custom field from an opportunity to all task which are related to an opportunity. Main problem is I ave to deal with Professional edition- No Trigger/Workflow. Ways I have tried-

  • Tried to create formula field on activity but can not access Opportunity fields
  • Thought to have a custom look up field on Activity but we can not create Lookup/MAster - detail on Activity object

Any idea is a good idea. Thanks in advance

 

Regards,

Bhisham Bajaj

Astrea IT Services,Noida

phiberoptikphiberoptik

Unfortunately the only way to do this is with a trigger. Even if you had access to workflow rules, a WFR will now access the Opportunity object to populate a value into a custom field on the Activity.

 

Let me know if/when you upgrade and can utilize Apex. I have a trigger I can share with you that will populate a value from a field on a related record into a field on the Activity record.