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How to move a Task from OpenActivities to ActivityHistory when Task Status is Completed/Cancelled
Hi,
We have a requirement to move a Task from OpenActivities to ActivityHistory whenever the Status of the Task is either Completed or Cancelled. Salesforce standard behavior moves Task to ActivityHistory if its Status is Completed, how to move a Task to ActivityHistory if the Task is Cancelled?
Thanks.
We have a requirement to move a Task from OpenActivities to ActivityHistory whenever the Status of the Task is either Completed or Cancelled. Salesforce standard behavior moves Task to ActivityHistory if its Status is Completed, how to move a Task to ActivityHistory if the Task is Cancelled?
Thanks.
Update Task Status Cancelled picklist closed checkbox to checked. See below image
Best Regards,
Mithun.