Adding Parent Fields to Tasks?

[ategenkamp]

My Tasks, both in main List Detail and in a Dashlet, shows the Lead name great by using the Parent field.

I'd like to add to this and show the Lead's Account Name as we often market business to business so Account Name is as important as Lead Name in many cases.

I'm guessing this is possible but haven't found the right terms to search here or in the docs, so I'm hoping someone can help!

Thanks,
Andrew

[DEN]

Hi,
It is not supported for the parent type connection.
I suggest you to utilize this workaround:
1.Create a relationship: Administration > Entity Manager> Task> Relationships > Many-to-One> Lead;
2. Create a Foreign type field: Administration > Entity Manager> Task> Fields> Foreign > from Lead in order to fetch the Lead's Account name value;
3.Write the formula for the Task entity:

ifThen (
     parentType == 'Lead',
     leadId = parentId
);

4. In order to update existed tasks open the Task entity list view > select all tasks > Actions > Recalculate Formula;
5. Now you can add the Account Name value to the Task's List View and into the Dashlet.