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HNT_Neo
Count Event Record against Opportunity Record Type
Hello,
I have this formula number field in the custom activities object which counts a value of 1 if an event or task record is created from the opportunity record.
The Opportunity Record Type Name = XYZ
I'd like to know when an event or task is created against an opportunity record type of XYZ.
I've attached a screenshot of the current formula we are using, in order for anyone to get an idea what I'm trying to achieve.
Thanks
I have this formula number field in the custom activities object which counts a value of 1 if an event or task record is created from the opportunity record.
IF(NOT(ISBLANK(Opportunity__c)), 1, 0)I want to be able to use the same concept to build a formula that will only target a certain opportunity record type.
The Opportunity Record Type Name = XYZ
I'd like to know when an event or task is created against an opportunity record type of XYZ.
I've attached a screenshot of the current formula we are using, in order for anyone to get an idea what I'm trying to achieve.
Thanks
Try the below in your formulae field:
Thanks.