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Topics#CollaborationJacques Gauthier's Question
Jacques Gauthier (Carpedia International) asked in #Collaboration
Feb 19, 2014, 2:31 PM

How can I copy fields from the Contact object to Activities?

I have been able to copy fields from the Account object to Contact object (Thanks to the community) using the formula field type TEXT(Account.NameOfField_c) and has been working well.  I was able to use the same logic to copy info from the Account object to Activities.

 

I can't get it to work on Activities from Contacts.  Perhaps the Contact object has a different name?  I've attempted TEXT(Contact.NameOfField_c) but I am continuously getting a syntax error that "Contact" is not a recognized field.

 

Any help is appreciated!

 

J.
4 answers
  1. Chris Duncombe (Imprivata)
    Feb 19, 2014, 2:54 PM
    Don't think you can do it with a workflow or formula.  you can do this with an Apex trigger if you can code in Apex or have access to a developer.
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