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Problem Statement –
In one of the last assignments, I was asked to show the time of Last Phone activity for an entity. Like this – Here Last Phone Column shows the recent Phone activity only, If there is any other type of activity, it will not show up here.
Solution –
For the purpose of illustration, here I will be implementing this functionality from scratch so I will create a new entity.
Step # 1 – Enable Activities and Notes for the entity as shown here.
Step # 2 – Now Add a new Process as shown below –
It involves the following steps –
- Name the process
- Activate as Process
- Entity will be Phone Call (Most important point to notice)
- Set the Category
- Now from Add Step -> Check Condition and set the condition you want
- Now from Add Step -> Update Records
- Select the entity you want
- Click on Set Properties
It will open up this page.
Step # 3 – Now the identify your field to be updated (in my case it is the Last Phone), as shown here
Step # 4 – Save the changes, Activate the process and publish the solution. You will get the expected output. Don’t forget to add this new field to your view.
Hope this helps someone…