Formula Help - Adding Case Field into Task

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  • PhotoMommie
    Member
    • Dec 2019
    • 47

    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??? :-)
  • Maximus
    Senior Member
    • Nov 2018
    • 2731

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

    Comment

    • PhotoMommie
      Member
      • Dec 2019
      • 47

      #3


      Maximus You are amazing! That formula did the trick!

      Comment

      Working...