Log a Call or Task from Contact

  • 1
  • Question
  • Updated 4 years ago
I'm having an issue with a drawer button. I'd like to be able to log a call or just any task really related to a contact in a drawer.

A brief overview of how it's setup. The main object is a custom object called registration and opening up the drawer it queries the related contact and displays some contact fields. 

I'd like to be able to log a task or a call using a button that will auto-fill and auto-relate the call to the contact. 

I've used this tutorial properly to get the appropriate contact info to display in the drawer here http://help.skuidify.com/m/components/l/269735-add-nested-rows-to-your-table-with-drawers.

But I can't seem to transfer the queried contact to the Create a Task object. I just can't figure out.

Any thoughts?
Photo of Julien Jacques

Julien Jacques

  • 364 Points 250 badge 2x thumb

Posted 4 years ago

  • 1
Photo of mB Pat Vachon

mB Pat Vachon, Champion

  • 42,714 Points 20k badge 2x thumb
How is the contact related to the registration object?
  • junction
  • master-detail or lookup to Contact
  • master-detail or lookup from Contact
Photo of Julien Jacques

Julien Jacques

  • 364 Points 250 badge 2x thumb
Lookup to Contact I believe. 

From the registation object, I'm able to select and drill down to the contact data. 
Photo of Rob Hatch

Rob Hatch, Official Rep

  • 44,006 Points 20k badge 2x thumb
Pat's solution also assumes that the page title is connected to the contact model and that the same context condition you created on the contact field editors in the drawer are implemented for the page title component.  

To make sure you are getting the right data in context, put the merge field {{Contact__c}}  in the title area of the page title component. 
Photo of Julien Jacques

Julien Jacques

  • 364 Points 250 badge 2x thumb
Ahh man we're soooo close. 

So if I do that and add the ID fields to WhatId and ContactID it does populate the fields but... it keeps logging it to the top most registration in the table. 

Any ideas?
Photo of Julien Jacques

Julien Jacques

  • 364 Points 250 badge 2x thumb
Figured it out Rob. Thanks a lot
Photo of Rob Hatch

Rob Hatch, Official Rep

  • 44,006 Points 20k badge 2x thumb
GREAT!  I think your page title was looking at your registration data instead of your contact data.   Glad you got it working. 
Photo of Julien Jacques

Julien Jacques

  • 364 Points 250 badge 2x thumb
Yea. And I didn't double transfer the activate and set values. 

Thanks