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einat_pick
einat_pick
Contributor ⭐️⭐️⭐️⭐️⭐️
August 21, 2017
Question

Capture the latest meeting date, based on Timeline record

  • August 21, 2017
  • 3 replies
  • 61 views
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?

    3 replies

    sandeep_kumar
    Gainsight Employee ⭐️
    sandeep_kumar
    Gainsight Employee ⭐️
    August 21, 2017
    Activity type name field is exposed as "Type Name", you can use this field to access Activity type.
      einat_pick
      einat_pickAuthor
      Contributor ⭐️⭐️⭐️⭐️⭐️
      August 22, 2017
      Is this field accessible via Rule? What is the source object? I wasn't able to find it.
      nitisha_rathi
      nitisha_rathi
      Expert ⭐️⭐️
      August 22, 2017
      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
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