Hi,
I need to have some opportunity fields in the task template to be used both on a display in a table or as filters. The link between the two models is wha.id task with id opportunity
I need to have some opportunity fields in the task template to be used both on a display in a table or as filters. The link between the two models is wha.id task with id opportunity
-
460 Points
Posted 2 years ago
mB Pat Vachon, Champion
-
42,714 Points
-
460 Points
Thank You Vachon,
it works! How can I use UIonly formula as filter?
it works! How can I use UIonly formula as filter?
mB Pat Vachon, Champion
-
42,714 Points
Hmmm... You want to filter tasks based on Opp values?
-
460 Points
Yes, for example all tasks where the stage field is "
qualified" or something like this
qualified" or something like this
mB Pat Vachon, Champion
-
42,714 Points
Well. Use a filter set based on a new Opp model and then create a model condition on Task Model using the Ids from it. The condition the condition to deactivate if now no rows.
If you already have filters setup on the task table, then it'll look a little odd, but this is the best option without going crazy in javascript.
If you already have filters setup on the task table, then it'll look a little odd, but this is the best option without going crazy in javascript.
-
460 Points
Thank you Pat!
Unfortunatly in this way I receive Apex heap size too large
Unfortunatly in this way I receive Apex heap size too large
mB Pat Vachon, Champion
-
42,714 Points
Set the new Opp model to not load on page load.
