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    Activity › Forums › Salesforce Groups › Task Manager by Algoworks › Filter by Account Hierarchy in Salesforce

    Tagged: Account Hierarchy, Apex DataTable, Parent Child Record, Salesforce Apps, Task Manager App

    • Task Manager by Algoworks

      Filter by Account Hierarchy in Salesforce

      Posted by Matthew Whaley on January 30, 2019 at 5:34 PM

      With this app am I able to modify the filter to use the account hierarchy and see Tasks assigned to accounts belonging to children accounts that are a part of a large account hierarchy?

      Prafull replied 7 years, 3 months ago 2 Members · 1 Reply
      • Account Hierarchy
      • Apex DataTable
      • Parent Child Record
      • Salesforce Apps
      • Task Manager App
    • 1 Reply
    • Prafull

      Member
      January 31, 2019 at 7:42 AM

      Hi Matthew,

      The Task Manager app displays each task created in the system in the form of a table, and you may sort on the pre-defined columns, and filter using search text. So it does not matter if you define the tasks against a parent account or children account, all tasks will simply be displayed in a list view. It will also display the name of accounts against which tasks are created.

      Thanks and Regards,
      Prafull Kumar

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