Opportunity Activity Rollup #282
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I wanted to know if it was possible to surface the Activities from the Opportunity records on the Account page or is the component is only capable of displaying the child record data? |
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Replies: 1 comment 2 replies
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Hi @adam-dalton-ck have you checked the FAQ guide? For Tasks and Events on the Account object you might find that switching to OpenActivities and ActivityHistory work for you. Steps here -> https://quip.com/6yvoAcBukqZB#dDRACAgmIoY Then search for the section called 'What about indirect relationships? The standard Account timeline shows tasks and events not directly linked to the Account. Can Time Warp do something similar?' |
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Apologies @deejay-hub I didn't realize that FAQ section was related to what I was looking for. Thanks! |
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It might not be :-). Try it and let us know if you get the result you were after. |
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Hi @adam-dalton-ck have you checked the FAQ guide? For Tasks and Events on the Account object you might find that switching to OpenActivities and ActivityHistory work for you.
Steps here -> https://quip.com/6yvoAcBukqZB#dDRACAgmIoY
Then search for the section called 'What about indirect relationships? The standard Account timeline shows tasks and events not directly linked to the Account. Can Time Warp do something similar?'