function readOnly(count){ }
Starting November 20, the site will be set to read-only. On December 4, 2023,
forum discussions will move to the Trailblazer Community.
+ Start a Discussion
Leonard Silon 8Leonard Silon 8 

How can I auto pop up an existing task in edit mode?

We use LiveOps for a dialer connected to SFDC. When a user wraps up a call the app allows them to fill in a few standard task fields. When the user saves, LiveOps creates a task record in Salesforce. The app does not allow for customization so that the user can enter values in custom fields we have on the task record. 

I want to be able to auto pop up that task (right after creation) in edit mode so the user can enter those custom fields. This will eliminate the need for the user to find the task jsut created and manually edit those fields.

Let's say SFDC knows this is a task created by that app because a checkbox field is checked - call the field "LiveOps Created"

Can this be done via config or trigger or VF or combo of all that and how?