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Kimberly Wargo 1
How do I write a trigger to change the WhoId to name in an event/task record?
Hi there... I am trying to write a trigger in tasks/events. I'm not versed on writing triggers. Here is my goal.
The Task/Event only recognizes the 15 string ID of the contact name (per my SF Support) and I am trying to write a formula to capture the string and change to Name in a custom field.
Here is what I am trying to explain. We use taks/events very heavily in our company. I wrote a formula to update the "Subject" field with the "Client Name" + "Type". It works fine but can only use the WhoId so the update shows the 15 digit string plus the task type.
I want to write a trigger to change the client name from the id to a text name when the record saves in a custom field created in the task/event pages..
Thanks
Kim
The Task/Event only recognizes the 15 string ID of the contact name (per my SF Support) and I am trying to write a formula to capture the string and change to Name in a custom field.
Here is what I am trying to explain. We use taks/events very heavily in our company. I wrote a formula to update the "Subject" field with the "Client Name" + "Type". It works fine but can only use the WhoId so the update shows the 15 digit string plus the task type.
I want to write a trigger to change the client name from the id to a text name when the record saves in a custom field created in the task/event pages..
Thanks
Kim