Best answer by rakesh
View originalContacts assigned to tasks
Hey
I am pretty sure thats not an option. Looks like you cant really do anything with that associated contact field. And hence find that field useless right now.
I would open this as an idea
Naquiyah Cash
You can build a Data Space on the 'Associated Records' object to report on these Contacts alongside Objective CTAs and even Success Plan level attributes. There is no need to create formula fields now.
It’s odd to me that it’s possible if you start with AssociatedRecord as the source that you can navigate to the CTA object, but not the other way around.
Hi
Data space only can navigate on direction because of the way joins (lookups) are defined (We can go from one to many, but not the other way round)
I would recommend you to try Data Designer which allows you freedom in the way you can join objects. Let me know if your problem can be solved via Data Designer or not.
You would need to make a few fields.
1. Create an account lookup (you do not need to populate this)
2. Create an Account Id formula that returns a text value (JBCXM__Contact__r.AccountId)
3. Create an Account Name formula that returns the Account name value (JBCXM__Contact__r.AccountName)
I have attached 3 photos. Let me know if this helps.
Do you always associate a single Contact to a CTA? If yes, we could do a linked object instead (screenshot below). This would enable you to grab, in a single report, CTAs that do or do not have the primary Contact associated.
Thanks,
Manu
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