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Has anyone managed to make the WhoId dependant on the WhatId in Tasks?

Without this dependency, a task could be connected to the right account yet mistakenly to a contact that isn't.

Thanks!

3 comentarios
  1. 7 oct 2019, 08:04
    @Amit Zahavi

    - I think you might only be able to achieve this with Apex triggers. I don't think validation rules won't provide access to the fields on the Contact record, so you couldn't compare "whoId.AccountId" with "WhatId" to see if they match.

    However, with a trigger, you could query for any fields you need on any related record to the Task.

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