Saturday, October 20, 2018

Show the Customer Activities Date of Creation

User needs to see the date when an activity was created against a customer record. The date created field is not available via activity search. Please see solution below:

1. Go to Customization > List, Record & Fields > Entity Fields > New
2. In the In the Type field, select Date/Time.
3. Set the following:
          Applies to: Customer = T
          Display:Display Type = Hidden
          Store Value=F
          ID=custentity_activity_datecreated
          Validation and Defaulting:Default Value = {activity.createddate}
          Validation and Defaulting:Formula = T
4. Save as activity date created
5. Go to Lists > Search >Saved Searches > New
6. Choose Type = Customer
7. Set the necessary fields
8. Go to Results > Columns
9. Add activity date created
10. Click save and run
11. Notice that the result will show the date of creation of any customer activity

Note : The activity search does not have the date created field available. On a customer search, the user does not want to use the date created field under Call, Task and Event fields. If the user uses these fields, the result will display the customer activity multiple times.

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