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LorrMc How do i create a global action to by pass task error for lead in lightning?
Hi,
I have just moved one of my teams to lightning for the first time and we have noticed that when they go to log a task on a lead it has to be related to an account,absence or opportunity.
I did find a link that said create a global action to bypass this but to be honest I have never created one before and althought I have tried I dont really understand how to do it.
Also can we not have button on the lead page that creats a task?
Any advice on creating the global action would be greatly appriciated.
Thank You,
Lorr
I have just moved one of my teams to lightning for the first time and we have noticed that when they go to log a task on a lead it has to be related to an account,absence or opportunity.
I did find a link that said create a global action to bypass this but to be honest I have never created one before and althought I have tried I dont really understand how to do it.
Also can we not have button on the lead page that creats a task?
Any advice on creating the global action would be greatly appriciated.
Thank You,
Lorr
Try like below :
Hope this helps you!
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Varaprasad
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