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Keith Abrams ha fatto una domanda in #Data Management
I added a custom field to the case object that is a reference # to another system event cycle.  The data in this custom field is manually entered.  When I open a task under a case, the case number displays but I cannot find a way to also have the custom field from the case object appear on the task screen.  Help!
1 risposta
  1. 23 ott 2012, 13:09
    You would need a trigger to achieve this.

     

    You would need to create a custom number field on the Task object and then have a trigger created that would look to see if the WhatId started with '500E' and if that is TRUE, then update the custom number field with the Reference # value from the WhatId.
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