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cherylfeldman Figured out work around for workflow on last activity date for contact/account
Hi Everyone,
I was searching around here the other day to see if anyone found a work around because I could not set a workflow trigger off of the last activity. I figured out a work around! What you do is create a new date formula field in your contact or account and make the formula the last activity date merge field. It will then pull this information and then you can create a work flow off of this field.
Thought I'd share what I found.
If anyone has any questions, feel free to email me cfeldman@naturetechnologies.com or on yahoo im cheryl_feldman.
Best,
Cheryl
I was searching around here the other day to see if anyone found a work around because I could not set a workflow trigger off of the last activity. I figured out a work around! What you do is create a new date formula field in your contact or account and make the formula the last activity date merge field. It will then pull this information and then you can create a work flow off of this field.
Thought I'd share what I found.
If anyone has any questions, feel free to email me cfeldman@naturetechnologies.com or on yahoo im cheryl_feldman.
Best,
Cheryl