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Anonymouse
How to Use Process Builder to Use Custom Event Field to Have Record Type of a Related Opportunity
Hello,
How may I use Process Builder to use a custom Event Field to have the "Record Type" of a related Opportunity? What kind of field(s) do I need to create? For instance, do I create any Lookup fields? If so, are they custom Activity Fields? If this is the case, what are these fields related to? Or, are they formula fields? How may I go about doing this? Any help would be greatly appreciated.
Sincerely,
Jackie
How may I use Process Builder to use a custom Event Field to have the "Record Type" of a related Opportunity? What kind of field(s) do I need to create? For instance, do I create any Lookup fields? If so, are they custom Activity Fields? If this is the case, what are these fields related to? Or, are they formula fields? How may I go about doing this? Any help would be greatly appreciated.
Sincerely,
Jackie
What you want to achieve is not possible via process builder or workflow or custom formula field.
You will have to write a trigger in order to achieve that.
Your trigger will look something like:
Note:
Record_Type_ID__c is a custom field of type text.
This trigger will work on event but not on task.
For Task object you will have to write a similar trigger.
Let me know if it helps.
Thanks
All Answers
You can use apex to populate the event custom field.
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Thanks,
Prashant
Thank you for your reply. Which logic steps may I follow to do this in Apex?
Sincerely,
Jackie
I found somewhat similar request you may check here..and let me know if it works, other wise will send you apex code..
https://success.salesforce.com/answers?id=9063A000000iQPmQAM
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Thanks,
Prashant
What you want to achieve is not possible via process builder or workflow or custom formula field.
You will have to write a trigger in order to achieve that.
Your trigger will look something like:
Note:
Record_Type_ID__c is a custom field of type text.
This trigger will work on event but not on task.
For Task object you will have to write a similar trigger.
Let me know if it helps.
Thanks
Thanks.