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This question seems to have been also asked here: Tasks and events custom related list with no resolution.

I have the ZenKraft Shipmate UPS package installed in my organization, and I'm looking to relate the UPS Shipments from it to an Activity Record Type (specifically Task, not Event) we have called "Warehouse Order."

To outline use case: reps here create Warehouse Order tasks and assign them to our warehouse guy, and he creates the shipments and closes out the tasks. I need that shipment to trace back to the warehouse order that created it for reporting purposes.

I obviously tried going into the UPS Shipment custom object in the package and creating a lookup field to Task....and hit the same wall as the gentleman above, as I can select any other object in my org aside from Activity objects on the screen when it asks what the lookup field should relate to (not to be mistaken with the "Related To" field on Tasks). I need a related list on Tasks that lists these Shipments (though it is a 1:1 relationship, not 1:n) in part because I need the "Related To" field on the Warehouse Order Task for something else.

I also cannot make UPS Shipments a detail in a master-detail relationship with the Warehouse Order Tasks for two reasons: 1. we occasionally have a shipment that comes through without a warehouse order and (more importantly) 2. it's impossible to add a master-detail relationship to a managed custom object.

Does anyone have any idea how I could achieve this? I am not particularly sure how to write Visualforce code (I've tinkered, but am very much a beginner), so I don't really understand the solution proposed in the above thread. Regardless, unless I'm misunderstanding it, I don't believe it would solve my problem the way I'm looking for anyway.

Also, fwiw, my org has been using warehouse order tasks for shipping since long before my time -- aka going on 3 years now -- so it's not quite as easy as ditching the Warehouse Order task in favor of a custom Warehouse Order object. Of course, if that's the only way and anyone has tips for migrating past data and switching over the workflows, I'd be glad to hear them.

Thoughts? Thanks in advance if you can help at all!

EDIT to add point brought up in comments

There's a chance I'm limiting my thoughts in how this could be solved. Perhaps Visualforce? So as a tl;dr list of raw basics, I only really need:

  1. to launch the "Wizard" VF page from the package,
  2. link the UPS Shipment created in the Wizard to the warehouse order, and
  3. pull a ton of fields from the Warehouse Order's Related To record into the Wizard for the shipment (this is reason #2 that I can't change use of the W.O's "related to" field. Reason #1 is that Warehouse Orders are created before the UPS shipments without exception).

Edit 2: Screenshots So I'm following the steps outlined here, except Task (and Event) isn't an option in the dropdown when creating a lookup (not screnshotting that, but trust me, it's not there), and if I try to create a custom address source without creating the lookup first I get this:enter image description here

Which means, as you can see, if I create a new Shipment, I can't have it autofill from the warehouse order, which would be pretty clutch, but I also have no way of attaching it to the warehouse order either. enter image description here

  • given the 1:1 relationship between Task and Shipment; can you use releasenotes.docs.salesforce.com/en-us/winter15/release-notes/… - "custom lookups from Task to any object" – cropredy Aug 15 '15 at 1:17
  • I'd looked at this, but am not sure it will work, because it creates a related list of activities on [other object], whereas I need a related list of [other objects] on activities. Reason being (and maybe this isn't really a hurdle/I'm just missing some Visualforce knowledge) I need to be able to put the standard "New UPS Shipment" list VF button (from the Zenkraft package, not something I control) on this hypothetical "UPS Shipments" related list on activities so that my warehouse guy can create a UPS shipment directly from the Warehouse Order page. – mlpSFadmin Aug 17 '15 at 18:30
  • Maybe this exact flow isn't necessary, but I would need: 1. to launch the "Wizard" VF page from the package, 2. link the UPS Shipment created in the Wizard to the warehouse order and 3. pull a ton of fields from the Warehouse Order's Related To record into the Wizard for the shipment (reason #2 that I can't change use of the W.O's "related to" field. Reason #1 is that Warehouse Orders are created before the UPS shipments without exception). I'll edit post to add this and maybe throw a VF tag on here -- I like to think all things are possible with Visualforce! Now if only I knew any... – mlpSFadmin Aug 17 '15 at 18:38
  • Your specific proposed solution is a lot of work if I follow what you want - especially to get a related list with Task as parent and Shipments as child. But if you say that a Task can have only 1 UPS Shipment, I don't see why the custom lookup field from Task to UPS Shipment doesn't accomplish the data model; your wizard can use SOQL to lookup the open warehouse order tasks, the user selects the Task - creates a shipment, then stores the shipment id back into the Task. Thus, presumably, closing the task – cropredy Aug 18 '15 at 1:14
  • Ah then the greater issue here is that I can't edit the Wizard as a package component . (The only way it appears an object will interact within the wizard is via lookup.) I'd almost label this a greater Zenkraft package issue, but I'm not sure their engineers could do anything to get around it either (much less would they do it for me). Are we stumped? Or is your a lot of work solution more busy work than overly technical? I'm willing to do the former and glad to attempt the latter until I hit a wall. In any case, thanks so much for always offering advice on my posts! I really appreciate it. – mlpSFadmin Aug 18 '15 at 15:15
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Answering my own question because I realized this was still unresolved. We ended up migrating this use of Tasks to a new custom object & abandoned using Tasks for this. It's a non-answer, but worked out better in the long run with us anyway in terms of getting around archiving behavior & ability to build out additional automation & reporting.

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