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Jamie Marshall 4Jamie Marshall 4 

Filter Formula - if there are no current activites or events = return

How do I create a filter formula (for a view on an object) that returns all records where there is no scheduled event or activity?

 Thanks,
 -J
SlashApex (Luis Luciani)SlashApex (Luis Luciani)
Hi Jamie,

A way to accomplish this would be to add a checkbox field where you store the number of activities on a record. You will have to also write a trigger to populate this field every time an activity or event is created.

Once you have that, then you can use that field to filter on count = 0.

If you would like to limit the code that you write, take a look at this article. You can use this application to fill the count.

http://andyinthecloud.com/2013/07/07/new-tool-declarative-rollups-for-lookups/

Good luck!
Jamie Marshall 4Jamie Marshall 4
Thanks for the reply Luis.

 I am in Professional Edition so triggers and Visual Force are out of my reach. The only tools I can use are Formulas and URL Hacks.

I should be able to reference a related list in a filter right? Is this out of my reach too?
SlashApex (Luis Luciani)SlashApex (Luis Luciani)
Sorry, I don't believe you can.

Not sure if you can, but maybe you could use the application I linked to before.