Capture the latest meeting date, based on Timeline record

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  • Updated 8 months ago
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I would like to capture the date of the latest meeting as recorded in the Timeline (Activity type = Meeting) and push it into a field on the Customer Info.
I can't seem to find the Activity Type field when defining the rule.
Did anyone implement it?
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Einat Pick, Champion

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Posted 8 months ago

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Sandeep Kumar, Employee

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Activity type name field is exposed as "Type Name", you can use this field to access Activity type.
(Edited)
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Einat Pick, Champion

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Is this field accessible via Rule? What is the source object? I wasn't able to find it.
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Nitisha Rathi, Employee

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Hi Einat,
Only Bionic rules can be built from Timeline Activity data. Object Name = Activity Timeline. Limitation: Notes and attendees cannot be added in show fields or filters as they are not available in this object.

Thanks, Nitisha