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Matt Lacey ♦
Matt Lacey ♦
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I have created a custom Global Action, and am trying to predefine a value for the Related To field. Related To appears in the picklist of available fields for Predefined Values, so it appears this is possible, but I can't figure out what syntax/formula to use to specify a specific account. Thanks!

Syntax I've tried so far:

(Account(AccountName)) Account(AccountName) Account.AccountName

(Account(AccountName))
Account(AccountName)
Account.AccountName

And a number of other variations. I've also tried using the ID of the account pulled from the URL.

I have created a custom Global Action, and am trying to predefine a value for the Related To field. Related To appears in the picklist of available fields for Predefined Values, so it appears this is possible, but I can't figure out what syntax/formula to use to specify a specific account. Thanks!

Syntax I've tried so far:

(Account(AccountName)) Account(AccountName) Account.AccountName

And a number of other variations. I've also tried using the ID of the account pulled from the URL.

I have created a custom Global Action, and am trying to predefine a value for the Related To field. Related To appears in the picklist of available fields for Predefined Values, so it appears this is possible, but I can't figure out what syntax/formula to use to specify a specific account. Thanks!

Syntax I've tried so far:

(Account(AccountName))
Account(AccountName)
Account.AccountName

And a number of other variations. I've also tried using the ID of the account pulled from the URL.

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bopp
bopp
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I have created a custom Global Action, and am trying to predefine a value for the Related To field. Related To appears in the picklist of available fields for Predefined Values, so it appears this is possible, but I can't figure out what syntax/formula to use to specify a specific account. Thanks!

Syntax I've tried so far:

(Account(AccountName)) Account(AccountName) Account.AccountName

And a number of other variations. I've also tried using the ID of the account pulled from the URL.

I have created a custom Global Action, and am trying to predefine a value for the Related To field. Related To appears in the picklist of available fields for Predefined Values, so it appears this is possible, but I can't figure out what syntax/formula to use to specify a specific account. Thanks!

I have created a custom Global Action, and am trying to predefine a value for the Related To field. Related To appears in the picklist of available fields for Predefined Values, so it appears this is possible, but I can't figure out what syntax/formula to use to specify a specific account. Thanks!

Syntax I've tried so far:

(Account(AccountName)) Account(AccountName) Account.AccountName

And a number of other variations. I've also tried using the ID of the account pulled from the URL.

Source Link
bopp
bopp
  • 53
  • 1
  • 5

How do I specify an account in the Related To field in a custom Global Action Predefined Field Value?

I have created a custom Global Action, and am trying to predefine a value for the Related To field. Related To appears in the picklist of available fields for Predefined Values, so it appears this is possible, but I can't figure out what syntax/formula to use to specify a specific account. Thanks!