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When trying to work out the last activity date, it is never always accurate by using the "created on or before" filter etc.
Is it possible that we could create a "Last Activity Date" field under the account view and whenever the last activity under that account was completed, this field will populate with that date?
Thank you in advance.
This cannot be accomplished by default feature. However, you can achieve this by system workflow so let's say if your task is completed then this workflow will trigger and update the last activity date field on regarding account.
Suggested to create a Flow to update the value.
Hey wouldn't a rollup field solve this for you?
Create a new field, data type = date and time, field type = rollup, the rest is up to you, then edit the rollup query to to the following:
and here it is placed on my timeline after I completed an activity.
1. In the timeline we can set the activities to be sorted according to the actual end time, so we can see the last ended activity and its time in the timeline.
Go to the account form editor, double click timeline, turn to the Activities tab, select Sort timeline by as Actual End.
2. The previous responses are all feasible, but each has its advantages and disadvantages.
If you use a workflow, then you have to create a separate workflow for each activity entity type, because we cannot create a workflow for Activity entity, we can only create workflows for specific activity type entities such as Email, Phone Call or Task and so on. Its advantage is real-time.
If you use a rollup field, there will be a delay, because the rollup field is recalculated by default every 12 hours (minimum every 1 hour). Its advantage is that it consumes less system resources and is simpler to set up than the first method.
If you use Microsoft Power Automate (Flow), then you need to make sure you have the license.
If you choose one of these methods, please let me know and I will provide you with detailed steps.
Thank you all so much for the quick response.
Lu, the way you're saying to do this. If I am creating a new view of accounts and didn't want any account with activity in the last six months to be in here, would it work by adding in the filter called "Last updated" and then "on or before 6 last months". Or would I be better using another suggestion such as the rollup field, as the 12 hour delay wouldn't have too much of an effect on this.
Thank you all so much again.
Without creating additional fields, it would not be possible to achieve it with a single view.
This requirement requires two views -1) account has related activities, their dates are 6 months ago. 2) account has no related activities.
These two views cannot be merged into one.
To fulfill this requirement, we have to create two additional rollup fields to represent these two parts.
The first field is the date field, which indicates the last update date of this account-related activity.
The second field is whole number field, which indicate the number of related activities for this account. If it is 0, then there is no activity associated with this account.
Finally create a view and use Group OR to connect these two fields.
Here are the specific steps.
1) Create a new date field, select Field Type as Rollup. Set its logic as follow.
2) Create a new whole number field, select Field Type as Rollup. Set its logic as follow.
3) Modify the Recurrence Frequency of the rollup field to 1 hour.
4) Make a new view, set its filtering as follows.
The date field older than 6 months OR the whole number field equals 0.
This will filter out accounts that have no related activity within six months.
But this method has a delay of 1 hour. To eliminate this delay, you have to code using plugins.
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