When creating a Task, our users fill in the standard object "Due Date" (field name is ActivityDate).
Unfortunately, Salesforce doesn't give us access to ActivityDate when creating a custom formula.
I could create a custom field to use instead of the standard field, but then the users lose the functionality of the "Overdue, Today, Tomorrow..." etc drop-down box in the "My Tasks" section on their home page.
I tried to do this creating a Workflow rule, but as with formulas, Salesforce doesn't provide access to the field ActivityDate to perform any type of operation.
Surely someone else has run into this problem and has a solution?
My users keep asking for this but I just down know how to do it.
When creating a new task they want a button at the bottom that says "Save & New Opportunity". Clicking the button populates the Account Name and Opportunity Owner (based on task created by, not assigned to) in the new Opportunity screen.
I have created a custom object allowing users to record their activities with clients. This was created due to the limitation of 20 custom fields for Tasks/Events.
Among other things, the custom object allows users to indicate a date for a planned, future meeting with the client.
How can I capture the date of that future meeting from my custom object, and use AJAX to write/create an Event on the users' SFDC calendar?
When creating a Task, our users fill in the standard object "Due Date" (field name is ActivityDate).
Unfortunately, Salesforce doesn't give us access to ActivityDate when creating a custom formula.
I could create a custom field to use instead of the standard field, but then the users lose the functionality of the "Overdue, Today, Tomorrow..." etc drop-down box in the "My Tasks" section on their home page.
I tried to do this creating a Workflow rule, but as with formulas, Salesforce doesn't provide access to the field ActivityDate to perform any type of operation.
Surely someone else has run into this problem and has a solution?
