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SpunkySpunky 

custom formula field -hyperlink

I have this custom formula field on the task object. 

 

Formula is;

HYPERLINK("/"& WhatId, 'Detail Link')

 

Displayed as

Link: Detail Link 

 

I want to display the actual account name instead of "Detail Link" 

Is there any way to change the script to achieve this?

Best Answer chosen by Admin (Salesforce Developers) 
jhenningjhenning

Try this:

 

HYPERLINK("/"& WhatId,  Account.Name)

 

All Answers

jhenningjhenning

Try this:

 

HYPERLINK("/"& WhatId,  Account.Name)

 

This was selected as the best answer
SpunkySpunky
Thank you!!!!
DdantuonoDdantuono

Is WhatId specific to activities?
SpunkySpunky

Yes it is.
DdantuonoDdantuono

Where do you find that?  I'm trying to do the following:

 

Create a new follow up record (custom object) from a placement record (custom object). 

Map two fields from the placement object to the new follow up record (Contact ID and Placement ID).

Map two fields from the contact object to the follow up record (Next CE Milestone, Next CE Milestone Date).

The record type for the next follow up should be “continuous employment”.

 

I know I need to create a hyperlink formula to do this.  I’ve already started: HYPERLINK("a06/e?RecordType=012500000000tUy", "New CE Follow Up")

This links to a follow up record, continuous employment record type.

Can you help me out with this?