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When I create a new task I have a custom field I added to the layout that is a checkbox saying "Demo presented". This works fine.

 

I then need to create a field for Contacts that will check if I have a Task with that same contact where the "Demo presented" checkbox is checked or not.

 

As of now, when I create a new field under the Contact object using a Formula with record type Text - using the following formula: "IF(Activity__r.Demo_Presented__c <> False, 'Yes','No')" - it keeps giving me an error saying "Error: Field Activity__r does not exist. Check spelling.".

 

Any idea how I can solve this?

Thank you very much!

1 respuesta
  1. 9 mar 2023, 14:25

    Formula field will not work here.. you have consider automation techniques like flow.. which can update the field in contact if Task's demp presented in true.

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