Is there a way to configure a trigger such that when a new activity (call, meeting, task, note, etc.) is added in relation to another record (i.e. an opportunity record) the Date Modified on the related/parent (opportunity record) changes?

Question

I'd like to find a way to change the Date Modified on an (opportunity/organization/client contact, etc.) record when an associated activity (specifically: call, note, meeting, task) is added and tied back to the (opportunity/organization/client contact). Is this feasible?

This would help with reporting - i.e. tracking stagnant opportunities. In this scenario, perhaps nothing on the opportunity record itself changes, but a new call, or meeting has been logged so progress is being made behind the scenes. If I could change the date modified on the actual opportunity record (only if the note, call, etc. has been tied to an opportunity or otherwise - I do realize they can be created independently), it'd be helpful!

Emily Adams · Accepted Answer

Hey Emily Adams , ok, not a poblem. The standard value has been set on create and editing the activity has not trigger the calculation. We can fix this easily by adding a calculated value to the "count_c" field in each activity module we want to be respected: add($count_c,1) this will add +1 on every time you save the activty record and triggers the opp to higher the count. Worked fine again on my own tests on Sugar 8.3 ENT Bud Hartley , give it a try, this may reduce the number of fields you need. I like your way of solving it and will give it a try because I bet it can be helpfull in similiar challenges! ps.: if it works fine for you, please mark this thread as solved for helping others to find a solution. Cheers Bj&ouml;rn Canales Pfisterer Technical Support Manager provalida GmbH