Question:

When the Account Tactic field is populated on the Call Discussion page layout, Account Tactic is displayed as a picklist on the Call Report page.

Although the Complete flag on an Account Tactic record is enabled why does the Account Tactic display on the Call Report page?

Answer:

This is working as expected.

The Complete field on the Account Tactics object does nothing and there is no out-of-the-box logic that drives that flag. Typically, what makes an Account Tactic complete, varies from Use-case to Use-case. Therefore, any logic can be included in the application to control this checkbox according to the business requirement.

Related Documentation:

N/A

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