Activity Type Field Overcome:

Activity Type Field Overcome:
Type field has some restrictions in salesforce activity ,To overcome this by using custom field and trigger

1. Work in a sandbox (duh)
2. Create a picklist field on Activity (ActivityType__c).
3. Disable all Activity workflow rules, Chatter feeds, triggers, etc.
4. Using DataLoader, copy values from Type to ActivityType__c.
5. Using Field Level Security, hide Type from all profiles.  It's just not necessary.
6. Edit/reactivate all your workflow, feeds, triggers, etc.
7. Use/adapt the code below.
8. Test thoroughly and deploy to production
9. Type cannot be the controlling field for a dependent picklist.
10. On an Event list view (/007), even when specifying record type, the Type field cannot be edited.
11. Salesforce requires you to select a default value for this picklist, as well as a default value for inbound emails... yet when I bcc my Email-To-Salesforce address, the resulting tasks have no Type value.

public with sharing class ActivityHelper {

 

    public static void UpdateEventType(Event[] events){

        for (Event e : events){

            if(e.ActivityType__c == '' || e.ActivityType__c == null){

                if(e.Subject.contains('Email'))

                    e.ActivityType__c = 'Email';

                else if(e.Subject.contains('Call'))

                    e.ActivityType__c = 'Call';

                else if (e.Subject.contains('Meet') || e.Subject.contains('Webinar'))

                    e.ActivityType__c = 'Meeting';

            }

        }

    }

     

    public static void UpdateTaskType(Task[] tasks){

        for (Task t : tasks){

            if(t.ActivityType__c == '' || t.ActivityType__c == null){

                if(t.Subject.contains('Email ') || t.Subject.contains('Email:'))

                    t.ActivityType__c = 'Email';

                else if(t.Subject.contains('Call'))

                    t.ActivityType__c = 'Call';

                else if (t.Subject.contains('Meet') || t.Subject.contains('Webinar'))

                    t.ActivityType__c = 'Meeting';

            }

        }

    }

     

    private static Event newTestEvent(string subject){

        Event e = new Event();

        e.Subject = subject;

        e.startdatetime = datetime.now();

        e.DurationInMinutes = 60;

        e.ActivityType__c = ''; // To account for default value.

        return e;

    }

 

    private static Task newTestTask(string subject){

        Task t = new Task();

        t.Subject = subject;

        t.Priority = 'Medium';

        t.Status = 'New';

        t.ActivityType__c = ''; // To account for default value.

        return t;

    }  

 

    static TestMethod void TestEvents(){

        test.starttest();

        List<Event> ourevents = new List<Event>();

        ourevents.add(newTestEvent('e1'));

        ourevents.add(newTestEvent('Email: Thank you'));

        ourevents.add(newTestEvent('Call: (212) 555-1212'));

        ourevents.add(newTestEvent('Webinar tomorrow'));

        ourevents.add(newTestEvent('Meet Jack'));

        ourevents.add(newTestEvent('Sales time'));

        insert ourevents;

        update ourevents;

        for (Event e : [SELECT id, Type from Event WHERE id in :ourEvents]){

            system.debug('EVENT TYPE: ' + e.ActivityType__c);

        }

        test.stoptest();

    }

     

    static TestMethod void TestTasks(){

        test.starttest();

        List<Task> ourTasks = new List<Task>();

        ourTasks.add(newTestTask('e1'));

        ourTasks.add(newTestTask('Email: Thank you'));

        ourTasks.add(newTestTask('Call: (212) 555-1212'));

        ourTasks.add(newTestTask('Webinar tomorrow'));

        ourTasks.add(newTestTask('Meet Jack'));

        ourTasks.add(newTestTask('Sales time'));

        insert ourTasks;

        update ourTasks;

        for (Task t : [SELECT id, Type from Task WHERE id in :ourTasks]){

            system.debug('TASK TYPE: ' + t.ActivityType__c);

        }

        test.stoptest();

    }

     

    static testMethod void IndividualActivityTest() {

      Event e = newTestEvent('e1');

      Task t = newTestTask('t1');

      test.starttest();

      insert e;

      insert t;

      e.subject = 'Meeting';

      update e;

      e.subject = 'Call: Geoff Peterson';

      update e;

      e.subject = 'Email: Here we go';

      update e;

      e.subject = 'Webinar';

      update e;

      t.subject = 'Meeting';

      update t;

      t.subject = 'Call';

      update t;

      t.subject = 'Email';

      update t;

      t.subject = 'Webinar';

      update t;

      test.stoptest();

    }

}




trigger EventTrigger on Event (before insert, before update) {

     ActivityHelper.UpdateEventType(Trigger.new);

}




trigger TaskTrigger on Task (before insert, before update) {

     ActivityHelper.UpdateTaskType(Trigger.new);

}