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Ewa Fryst
sortable grid
Hi All,
I'm trying to use the Sortable grid and filter out the tasks of a certain record type. I have a few questions.
1. How to Add a filter = OpportunityRecordType = Opportunity Action agreed. I used both Name and Id but i'm getting an error. Please find a screenshot below.
2. How to Add New action to create a new task (New Action) with record type = Opportunity Action agreed? I added the action but getting an error. Also, how to default the record type and add Subject field.
3. How to drill into the report (the subject is not a hyperlink)
I would appreciate your help.
Ewa
I'm trying to use the Sortable grid and filter out the tasks of a certain record type. I have a few questions.
1. How to Add a filter = OpportunityRecordType = Opportunity Action agreed. I used both Name and Id but i'm getting an error. Please find a screenshot below.
2. How to Add New action to create a new task (New Action) with record type = Opportunity Action agreed? I added the action but getting an error. Also, how to default the record type and add Subject field.
3. How to drill into the report (the subject is not a hyperlink)
I would appreciate your help.
Ewa