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Jake Faris (Space Coast CRM) a publié du contenu sur le fil de Shannon Hale

Hi Shannon,

I have a random question about the "Assigned To" (tasks) being added to Chatter Action Predefined Field options as it is explained in the "Enable Task "Assigned To" as a Predefined Field Value for Chatter Actions" idea here:

https://success.salesforce.com/ideaView?id=08730000000kqxNAAQ

.

I've been trying to get the predefined field value set via formula (I don't see another option) and I cannot get it to work! I've tried user names both in and out of quotes. I've tried UserID and even alias. Any ideas?

Thank you!

5 commentaires
  1. 28 févr. 2015, 19:02

    Currently there is no way to do static assignment. You could create a lookup field on the Opportunity (if it's always the same user and you don't want it changed, you could leave it off the page layout), but you'll need to use a trigger to populate it.

    There might be an idea already to be able to use a static value, but it's not on the near-term roadmap right now.

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