Find your content:

Search form

You are here

How do we identify if an opportunity or Lead has a pending or overdue task

 
Share

I need to know if an opportunity or Lead has any pending or Overdue tasks?

I can search for opportunity or Lead in WhatId of task and get all the records for this ID. How do i know if a task is overdue or pending? Which field should i refer on task to identify this

Thanks


Attribution to: Prady

Possible Suggestion/Solution #1

Are you trying to query these records using soql? if so the query would be something like

List<Task> leadOverdueTasks = [SELECT Id, ActivityDate FROM Task WHERE WhatId IN :leadIds AND ActivityDate <= :Date.today()];

The important thing being you are searching for a Due Date (api name for due date is ActivityDate) before or on today.

Edit

Logic for pending tasks: WHERE IsClosed = false AND currentdate <= ActivityDate

Logic for overdue tasks: WHERE IsClosed = false AND currentdate > ActivityDate


Attribution to: Daniel Blackhall
This content is remixed from stackoverflow or stackexchange. Please visit https://salesforce.stackexchange.com/questions/3598

My Block Status

My Block Content