Reply
Contributor
Lacrosse33
Posts: 5
0
Accepted Solution

Status Picklist from Activities

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?

 

Thanks!

Trusted Contributor
phiberoptik
Posts: 273
0

Re: Status Picklist from Activities

What exactly are you trying to do? Are you creating a formula field, workflow rule, validation rule, approval process, what?

___________________
Got KUDOS?
Contributor
Lacrosse33
Posts: 5
0

Re: Status Picklist from Activities

I am trying to create a formula field.  My end goal is to to be using the data in a dashboard as a multi column chart.  Thanks :)

Trusted Contributor
phiberoptik
Posts: 273
0

Re: Status Picklist from Activities

[ Edited ]

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:

 

Call            25

Voicemail  50

Email         40

Meeting        2

___________________
Got KUDOS?
Contributor
Lacrosse33
Posts: 5
0

Re: Status Picklist from Activities

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? 

 

Thanks!

 

 

Contributor
Lacrosse33
Posts: 5
0

Re: Status Picklist from Activities

[ Edited ]

And yes that is eventually what I am looking for to have for the dashboard*

 

Apparently something was funky.. got it to work... THANKS!!!

Trusted Contributor
phiberoptik
Posts: 273
0

Re: Status Picklist from Activities

It isnt just Status?

 

For example t.Status?

___________________
Got KUDOS?
Contributor
Lacrosse33
Posts: 5
0

Re: Status Picklist from Activities

Yes.  It turned out that I had 2 small goofs in it and that is why it wasn't working when I did "Status".  :) Cheers!