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Jake Faris (Space Coast CRM) 님이 Shannon Hale 님의 피드에 글을 올렸습니다

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!

댓글 5개
  1. 2015년 2월 28일 오후 7:02

    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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