• Tony Boyd
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I have a custom object called "Accounts."  When an account is created, it kicks off a task.  I want to copy some fields from the account into the task.  I have tried two approaches, and failed.  I need help.

Approach 1: Setup -> Customize -> Activities -> Activity Custom Fields.  Create New Field, select text, try to enter formula pointing to Account object's field.  I get an error: "Field does not exist."

Approach 2: Setup -> Create -> Workflow -> Field Updates.  Use "formula" to set up new value, but get same error: "Field does not exist."

How can I connect my custom Accounts object to tasks I create?  I'm sure it's obvious and I'm just missing something....
I have a custom object called "Accounts."  When an account is created, it kicks off a task.  I want to copy some fields from the account into the task.  I have tried two approaches, and failed.  I need help.

Approach 1: Setup -> Customize -> Activities -> Activity Custom Fields.  Create New Field, select text, try to enter formula pointing to Account object's field.  I get an error: "Field does not exist."

Approach 2: Setup -> Create -> Workflow -> Field Updates.  Use "formula" to set up new value, but get same error: "Field does not exist."

How can I connect my custom Accounts object to tasks I create?  I'm sure it's obvious and I'm just missing something....