Example - There are 3 Accounts = ABC; XYZ; & 123
01/01/2015 Two separate Events with ABC & XYZ
01/02/2015 Event with 123
01/03/2015 Three Event with ABC, XYZ, & 123
I want the report to appear as 6 in the grand summary currently it is appear as 3.
Attached are screenshots for reference, I really need help on this one.
5 个回答
OK. You would need to create 2 fields on the "Related To" objects (I assume Accounts, Leads, and Opps). 1 field is a Date field and another is a number field. The process will fire whenever a Task is created or edited (you would need a separate process for Events). The criteria would be:
Field: ActivityDate (Due Date Only) from Task
Operator: Does Not Equal
Type: Reference
Value: Task.AccountID.Custom Date Field
Field: Related To ID from Task
Operator: Starts With
Type: ID
Value: 001 (for Accounts)
The Immediate Action would be:
Record: Task.Account ID
No Criteria, just update
Field: Custom Number Field
Type: Formula
Value: IF(ISBLANK(PRIORVALUE(Custom Number Field)),1,
PRIORVALUE(Custom Number Field+1)
Field: Custom Date Field
Type: Reference
Value: ActivityDate from Task
You would have to do the same for the Lead and Opp objects by creating them on the False line of the criteria.
