Account has lookup relationship with Contact Notes. The requirement is notes/tasks logged at Contact Notes to appear under Account activities section (past activities) and vice versa.
Add a comment
|
1 Answer
The Activity History pseudo-related list is built-in functionality. You cannot customize it to display Custom Object records or Activity History records linked to related objects.
Activities roll up natively to their WhoId and WhatId relations, as well as to their AccountId, a relationship that is calculated by the system based on the WhoId and WhatId. You can't change this behavior other than by the limited options available in activity settings; in particular, you cannot change it to incorporate your custom objects as an additional roll-up relationship.
Your only option for thoroughgoing customization is to build a custom UI component that generates the combined view you desire.
answered Mar 28, 2019 at 12:24
-
Agree David, cant we achieve this behavior through trigger on Task object and clone the record with WhatId? Commented Mar 28, 2019 at 13:14
-
1@PramodSingh Probably, yes, but then you'll have multiple copies of the same Task record taking up data storage and which you would have to maintain in sync with one another - no small effort. Commented Mar 28, 2019 at 13:16