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Todd B.
Adding an Account Address to an Activity
Is it possible to the add the address from the "whatid" object to the Task and Event page layout? I have a custom object with locations and addresses that I would like to display on the Task record. I can get the location Name to appear, but can I get the address to show up?
Thanks,
Todd B.
Thanks,
Todd B.
You could do it with a trigger for sure. As for doing it declaritively, the problem with WhatID is that it could be referencing an Account, an Opportunity, an Asset, etc. So you can't really build a formula field that traverses the relationship because the relationship isn't always the same. A lot of people have this same issue.
I keep telling everyone to request to be put on the Custom Lookups on Activities pilot program to solve these kinds of problems. This will make it so much easier.
https://success.salesforce.com/ideaview?id=08730000000BrPdAAK