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Formula Help - Adding Case Field into Task

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  • Formula Help - Adding Case Field into Task

    I'd like to be able to show another entity field on the list view for the Tasks. I KNOW that there is a formula to do this, but I am struggling. I thought that I could apply the:
    activityMatter = case.clientMatter, but it will not link the parent to the case. Maximus Can you help work your magic on this for me again??? :-)

  • #2
    Hi,
    you can make for Task some formula like this:
    Code:
    ifThen (
        parentType == 'Case',
        activityMatter = record\attribute('Case', parentId, 'clientMatter')
    );

    Comment


    • #3


      Maximus You are amazing! That formula did the trick!

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