Hi trailblazers, I have a long text area field with a length of 10,000 on Quote and Opportunity. I might have to increase the length later. They both have the same API name; ABC_MyField__c. And, I create Task records on two occasions. In the first occasion, the "Related To" field has an Opportunity linked to it. And, in the other occasion, the "Related To" field has a Quote linked to it. I want to have the ability to reflect this field value on Task object. For this, I tried creating a formula field on Activity. But, the syntax is incorrect. Could you please help me get this reflected on Task? Thanks.
IF(
NOT(ISBLANK(Opportunity.Id)),
Opportunity.ABC_MyField__c,
IF(
NOT(ISBLANK(Quote.Id)),
Quote.ABC_MyField__c,
""
)
)
You would need to re-purpose an existing field, like Task: Comments.
How is the information in the Activity field going to be used?
Why can't users just access the field on the Opportunity or Quote records from the Related To field on the Activity record?
