I'm trying to drive activities being logged at the branch level versus the HQ level.
Is this possible?
답변 1개
Well this one's going to be tricky, because what you're trying to check against is the related account. In most objects, this is not a problem, but on this object (Tasks, which is where Log a Call creates its records), the relationship may or may not be with an Account. Therefore, it cannot look to see if the Account Record Type is one it should be blocking, because it cannot know that it will be an account.
This might be cause to rethink your strategy, however. Although you can't be prohibitive, you could be reactive: you could make a report that could be monitored for infractions, and chase down the offenders when the occur.
1. Make a custom report type, Accounts with Activities. (You can skip this step if you don't need to see any Task columns in the report. If you don't make a new report type, you can just use the Accounts type.)
2. Make a new report that filters based on the restricted Account Record Type.
3. In this report, click on the little triangle next to the Add button in Filters, and add a Cross Filter, setting it first to Activities. Then click Add Activities Filter and set it to Task equals True. Then add another activities filter and set it to Type equals Call.
Voila! I'm not 100% certain that Log a Call sets the Type to Call, as we do not use it and I can find no documentation that confirms it, but you should be able to test and confirm this.
Hope this helps!
