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Brittany Adkison
Workflow Formula: Update custom lead field from task field
Hello!
I'm trying to figure out how to update a Lead Custom Field (Task Synopsis) with text from the 'Comments' field of a completed Task Activity (fields> type: Call, call result: contacted).
I've developed a Workflow Action (updated each time lead is edited) to update the custom lead field, however I need to develop a formula that will pull text from the 'comments' field in the most recent task activity with a call result of 'contacted'. Make sense?
I'm somewhat new to this and appreciate any assistance.
I'm trying to figure out how to update a Lead Custom Field (Task Synopsis) with text from the 'Comments' field of a completed Task Activity (fields> type: Call, call result: contacted).
I've developed a Workflow Action (updated each time lead is edited) to update the custom lead field, however I need to develop a formula that will pull text from the 'comments' field in the most recent task activity with a call result of 'contacted'. Make sense?
I'm somewhat new to this and appreciate any assistance.
The issue is that there is no reliationship between lead and Activity objects, therefore using workflows/formula fields an issue.
cross-object workflows apply only to objects connected by master-detail relationships, not those connected by lookup fields. Also, standard-to-custom object workflow is still not supported, and neither is some frequently desired standard-to-standard workflow (such as Task to Lead/Contact, etc.)
Unless someone can point out a solution I never thought of , Apex is the only solution i think.
regards,