Documentation Index

Fetch the complete documentation index at: https://docs.natterbox.com/llms.txt

Use this file to discover all available pages before exploring further.

Use SSO to log in and access the Help Center, where you can create and manage your support tickets to reduce your resolution times.

How to add Call Reporting fields to the Task

  • Updated on Jul 22, 2026
  • Published on Jul 22, 2026
  • 1 minute(s) read
Prev Next

If you want to add a field from the Call Reporting record to the associate Task, you can add a formula field to achieve this. The following is an example of pulling the Call Direction field onto the related Activity.

Steps

  1. From Setup, navigate to the Activity object.

  2. Create a new formula field.

  3. Label your new field and select the formula return type of ‘Text’

  4. For the formula creation, select ‘Advanced Formula’

  5. Click ‘Insert Field’ and find the related ‘Call Reporting’ record. Select the Call Direction field and select ‘Insert’

  6. Add TEXT(examplefield) around the field

Field selection interface displaying various call reporting options and related fields.

Formula entry section with example and syntax check for text functions.

  1. Set field permissions and page layout as desired.

  2. Save!