Our org has a custom object in place called "Programs" that is tied to Opportunities. When a user creates an Opportunity, they have the option of going through a picklist and selecting the relevant Programs to link to that Opp.
This element works great, but Big Boss would like a report of all the activities associated with each program. At the moment, there isn't a way to do that without making our reps record their activities in 3 different places, which is dumb.
We've come up with two possible solutions:
- Create a read-only custom activity field that auto-populates with the selected programs, but I can't figure out the formula to do that. I know how to just make another picklist field with the programs, but it's ridiculous to expect the reps check the boxes off every time they want to log an activity.
Right now I've been trying things in the custom Activity Formula field like
IF (Opportunity_Program__c >0, "Opportunity_Program__c.Name")
But it doesn't recognize Opportunity_Program__c as an object, even though I copied that directly from the Custom Object page. I also completely guessed on how to populate it with the program name.
- Create a Workflow so that Activities logged to the main Opportunity page get copied to the Program pages automatically, then pull reports from the program pages. We already have the reports set up for the program pages. I'm not sure how to set this up either.
As always, any help is very appreciated!