Display Tasks from a Specific Object

  • 1
  • Question
  • Updated 3 years ago
I created a "Task Manager" page with Skuid. But I want to split up the tasks in to different tables to better organize them. So if I want to display a table of tasks that are on leads for example I was planning on using a criteria of related to id starts with 00Q. However it seems I can only use equals or does not equal and not "starts with."

Is there any other way to accomplish this? Thanks!
Photo of Ryan Denis

Ryan Denis

  • 542 Points 500 badge 2x thumb

Posted 3 years ago

  • 1
Photo of Dave

Dave

  • 5,538 Points 5k badge 2x thumb
Hi,

There may be better ways, but you could create formula field on Task object to return the object it's attached to

Example (you may want to be more specific and use LEFT instead of Contains)

IF(Contains(WhatId,"001"),"Account", 
IF(Contains(WhatId,"00Q"),"Lead", 
null))

Then make model conditions based on the formula field


Hope it helps
Photo of Rob Hatch

Rob Hatch, Official Rep

  • 44,006 Points 20k badge 2x thumb
You should be able to make a condition that goes through the "WhatId" and limits records by "Type"     Here is a task list where I filter the WhoID field by type - Contact. 

Photo of Ryan Denis

Ryan Denis

  • 542 Points 500 badge 2x thumb
Thanks Rob & Dave. Rob this is definitely the easiest way. I was able to use the WhatID > Type for custom objects as well. I also got it working by creating a formula field on the activity that just copied the whatID. Skuid then allowed me to use "Starts With."