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
Hi Andrea, This is a Salesforce limitation for polymorphic relationships. Only id and Name fields are accessible. There is a workaround though. You’d need: - the whatid on the task model - to ensure opps you need are in a Opp model - the id on the Opp model - UI only formula field with the model lookup function Pat
Thank You Vachon,
it works! How can I use UIonly formula as filter?
Hmmm… You want to filter tasks based on Opp values?
Yes, for example all tasks where the stage field is “
qualified” or something like this
Thank you Pat!
Unfortunatly in this way I receive Apex heap size too large
Set the new Opp model to not load on page load.