Field Mapping Lead to Task(Activity)

(0) Share

Report

Posted on by loozle

In attempting to populate a new task activity field(task.RSVPStatus) with lead.salesstagecode information before saving, I've come across field mapping and had hoped this would do the following.

On load/creation of a new task, the task.RSVPStatus field would be populated with the lead.salesstagecode information.

It appears Field Mapping should be able to do this, but I able not able to see how to do this as Tasks do not have a N:1 relationship with Leads that allows for mapping that I can see.

Any tips on how to initially populate this before saving?

Thank you

All responses (2)

Answers (0)

loozle 45 on at

Like (0)

Report

RE: Field Mapping Lead to Task(Activity)

Hello again Steve,

I was hoping to get away from code on this if possible.

I'll have one of my developers look at it.

Thank you!
Community Member Microsoft Employee on at

Like (0)

Report

RE: Field Mapping Lead to Task(Activity)

Hi loozle,

Workflow can't achieve this. Do you mind using JS?