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15I am trying to build an activity that will pull information in from the account based on the dates that that information is no longer accurate. For example, if our account has a goal that expires 4/4/19, then the information about the goal will pull into the activity.
The challenge is, if I have more than one goal associated with the account it makes more sense (to me at least) to make goals an entity and associate it with the account so it will show up in a grid on the account. But this makes pulling it into the activity more difficult. An additional challenge is that these are pre-scheduled activities that go out at a set cadence and pull other date specific information from the account already, so I can't create the activity directly from the goal out-dating.
Is there a way to put that same grid from on the account to on every activity of a certain type that I make? And even better if I can hide those goals on the grid that are not out dated.
My best guess is creating tons of hidden fields on the account and upon changes to the goals, it would update those fields and those fields would pull to the activity, but I wanted to check if there was a better/simpler/more elegant method before I started making a mess of my CRM.
I really appreciate your advice!
tl;dr: Can I pull a related entity grid related to an account into an activity related to that same account automatically?
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