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Topics#FormulasDomanda di Ranjitha TR
Ranjitha TR (Esper) ha fatto una domanda in #Formulas
24 nov 2022, 11:24

How to retrieve Account field(lookup field) data to copy to Event

I tried creating a lookup field to Account from Event and a formula field to copy the data to Event, but its not working, could you please provide input on this?

1 risposta
  1. Keiji Otsubo
    24 nov 2022, 21:47

    Hi @Ranjitha TR ,

     

    WhatId cannot be used in formulas, so I think we need some automated processing.

     

    WhatId

    The WhatId represents nonhuman objects such as accounts, opportunities, campaigns, cases, or custom objects. WhatIds are polymorphic. Polymorphic means a WhatId is equivalent to the ID of a related object. The label is Related To ID.

     

    Event

     

    Hi , WhatId cannot be used in formulas, so I think we need some automated processing. WhatIdThe WhatId represents nonhuman objects such as accounts, opportunities, campaigns, cases, or custom objects.

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