Hello All,

 

Please take a look at the email trail below... I have already created the Workflow Rule called "Activity for Pipeline Stage" designed to trigger the creation of a task when the Opportunity Stage changes. We would like to add the Opportunity Name, 'Previous Stage', and 'Current Stage to the Task 'Subject' field so it appears in the Activity History so we can capture it in reports.  Thanks in advance for your help.

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1. Are you able to help me create the custom components necessary to accommodate the requirement?
2. If so... what custom components would we need to build?

If you need additional clarifications on the requirements please let me know.

-----Original Message-----
From: Bruce Coe [mailto:bcoe@salesforce.com]
Sent: Wednesday, July 01, 2009 1:05 PM
To: wendi_russiano@compaid.com
Subject: 02747050: A New Case Comment has been Added

Bruce Coe has added a new Case comment to your case 02747050: Workflow rule query.

Comment:
Hi Wendi - We are not able to show these Opportunity values on related Tasks in salesforce.com:
- Name of Oppty
- Stage it went from and to

The workflow rule actions that create Tasks don't allow Oppty field data to be included.

And I also tried to show those values by creating formula fields on Tasks, but they also cannot show the parent Oppty field values.

Your requested setup could be done using Apex code. Does your site manage and Apex code already? Our Developer Support group could advise you on it and for $600 we could write a piece of code for you.

Drop me a line to let me know if you'd like to pursue the Apex code option.

Thanks,
Bruce Coe
salesforce.com Premier Support

You can also respond by leaving your own comment in the Salesforce.com application by clicking on the 'Help and Training' link in the upper right hand corner. From there, click on the 'My Cases' tab and then click 'My Open Cases.' Click on the case number 02747050 to view your options.