Share
Report
285Hello,
So I have created a last appointment activity field on both the contact and account records and I have a workflow that updates these fields in the back ground.
I have found that if a user adds the appointment directly from the account page (so the set regarding by default will be the account), then the user adds the contact to the “Required Attendees” field of the same appointment, the output is that the last activity field will only update on the record which has the set regarding, so the problem I am facing is for example if set regarding has been done at the account level even though the contact has been added to the Required Attendee field the last activity date will only update on the account record and not on the contact record.
Any help on how to tweak the workflow or how to get the last activity date updated on both the account and the contact regardless of set regarding would be very helpful.
Thank you
Spaz
All responses (
Answers (
