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11-05-2012 08:27 AM
I am having some trouble trying to create the formula from my picklist based out of the Activities... I can't seem to locate the 'source' to insert it properly into the formula? I am trying to create a simple formula to have it summarize the record count for each Status in the picklist... is this possible? I don't seem to see the API Name for this?
Solved! Go to Solution.
11-08-2012 12:16 PM - edited 11-08-2012 12:17 PM
What data do you want the formula field to display that you do not already have accessible to you?
Are you wanting a dashboard table widget that shows you something such as:
11-08-2012 12:24 PM
My problem is that I simply do not know how to get the source of the Task Field"Status"... I can't run the custom formula that I need if I can't seem to find what it is labeled as? I have a feeling this might be really basic... but I have not been able to find the correct name for this field...
I am given "Action: Replace/Edit" "Field Label: Status" "Field Name: Status" and "Data Type: Picklist"... yet I cant seem to get the equivilent of an API Name to do the formula?
11-08-2012 12:25 PM - edited 11-08-2012 01:25 PM
And yes that is eventually what I am looking for to have for the dashboard*
Apparently something was funky.. got it to work... THANKS!!!