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!
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.