Sign Up ›

Browse by Topic
ShowAll Questionssorted byDate Posted
+ Start a Discussion
DesaiDesai 

How to Update Custom field on Activity with related contacts job title ?

Hi,

How do we update a cusotm text field on Activity with its related contacts first name ?

Regards,
Pallavi
SarvaniSarvani
Hello Pallavi,

You can update custom text field on Activity (Events and Tasks) using process builder. You cannot find activity object directly. Find Tasks and events as your objects instead. 

Step-1
Create a process builder with name and description of your own
Step - 2 
Choose the contact object to initiate
Decide your condition only when created or when its edited too.

Step - 3 
Mention your condition if exists are select no criteria
Condition when its should update the fields

Step - 4
Choose related task field to update
I selected Task record as related record to contact.
You can also select event record fields as another action to update based on contact fields.

Step - 5

Select the filed on task record to update with what value of contact. In the example I choosed Title use first name as per your  requirement.
User-added image

Hope this helps,

Thanks,
Sarvani

 
DesaiDesai
Hi Sravani,

Thanks for the update. But i want the process builer to built on Event object and then updated say Event Title (on event )  with its Contact's title value.

In the above , you are building on Contact .

Regards,
Pallavi
SarvaniSarvani
Hey Pallavi,

You might have to write a trigger or a flow to acheive your requirement. Below references might help you 
Thanks,
Sarvani