When an Asset has a task created you have the following by general rules:
1-The asset task has the name field available so they can associate with more than one account;
2-the related to automatically links it to the Asset.
So the rule is set up as follows, to avoid human error in forgetting to associate with the account or with the contract.
1-There is a box called "update" in task layout. If that is checked off then the process builder will updated additional fields such as the Contract that is related to that asset.
The end result is a task that has the fields automatically updated. However, those associated tasks don't appear in the same places.
For those SF general rules- the asset and the name rollup, the tasks shows up in activity timeline.
For those business process rules- the contract for example, the tasks show up in Additional Activities.
Any thoughts on what I am doing wrong so that they all appear in activity timeline?
1 Antwort
A Task can only have a single value for 'Related To' (WhatID) and the WhatId field determines what tasks/events appear in the Activity Timeline.
It sounds like you have a custom field that relates the task to an additional object, like the contract, and since that relationship is in the custom lookup field, it appears in a related list only vs the activity timeline. To make it appear on both sides in the timeline, you would actually need to clone the record and set the WhatID correctly.
Now, you would end up with two tasks, which is not ideal, and since you cannot do self relationships with Tasks, you'll need to get creative with storing IDs as text values and using flow to keep those two tasks in sync.
Short answer - I think your current solution is pretty strong and not sure you'll get that much improvement vs the effort required by taking the steps above.
