Loading

Unable to report on the 'Type' field for Activities or Events in Salesforce

Дата публикации: Apr 3, 2026
Описание

When you create a Custom Report Type (CRT) using Activities or Events, you will lose the ability to report on activity type. This is because the internal representation is not like our normal picklists and is difficult to expose.

Решение

Workaround Steps

The Type field on Activities is not available on reports. As a workaround, you can:

Instructions:
 

  1. Add a field to the Activity object
    • In Salesforce Classic: Setup | Customize | Activities | Activity Custom Fields
    • In Lightning Experience: Setup | Object Manager | Activity | Fields & Relationships
  2. Click New
  3. Select Text 
  4. Click Next
  5. Enter the field label Activity Type
  6. Enter length of 255
  7. Click NextNext
  8. Uncheck the top box of the Add Field column to uncheck all the boxes
  9. Click Save

Create a new Record Triggered Flow

  1. In Lightning Experience: Setup | Process Automation | Flows
  2. Click New Flow
  3. Select Record-Triggered Flow from the Modal
  4. Select Task as the Object
  5. Trigger the Flow When: A record is created or updated
  6. Condition Requirements: All Conditions Are Met (AND)
  7. Condition 1: Type does not Equal {!$GlobalConstant.EmptyString}
  8. When to Run the Flow for Updated Records: Every time a record is updated and meets the condition requirements
  9. Optimize the Flow for: Fast Field Updates
  10. Click Done

    Flow Step1.pgn   
  11. Add an update element by selecting Update the Triggering Record
  12. Add a Label and Description
  13. Condition Requirements to Update Record: None-Always Update The Record
  14. Set Field Values for the Task Record
    a. Your custom field <= {!$Record.Type}

    Flow Step2.png  
This will populate activity types from the time you activate the Flow, but not past activity types. If you want to populate past activity types, the past activities will need to be edited.

Once you have created the field, you can add it to the Custom Report Type.

Flow Step3.png 
Дополнительные ресурсы

Note: As an alternative workaround, you can use APEX code to copy the value into a new Activity field.

Номер статьи базы знаний

000394194

 
Загрузка
Salesforce Help | Article