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How To Add New Task With Case for particular Record Type
Hi Folks,
How do i add New Task With Case for particular Record Type within the case Related tab here
Your reponse is appreciated
Regards
Fiona
How do i add New Task With Case for particular Record Type within the case Related tab here
Your reponse is appreciated
Regards
Fiona
Hey,
You can Search for activity.
Beacuse Activity include task, event and calender.
For more detail refer this :- https://help.salesforce.com/s/articleView?id=sf.activities.htm&language=en_US&r=https%3A%2F%2Fwww.google.com%2F&type=5#:~:text=Activities%20include%20tasks%2C%20events%2C%20and,contacts%2C%20leads%2C%20and%20opportunities. (https://help.salesforce.com/s/articleView?id=sf.activities.htm&language=en_US&r=https%3A%2F%2Fwww.google.com%2F&type=5#:~:text=Activities%20include%20tasks%2C%20events%2C%20and,contacts%2C%20leads%2C%20and%20opportunities.)
Kindly mark it as the best answer if it helps.
Thanks You
Priya Ranjan
All Answers
You can use the concept of Lightning app builder. You can customize your record page by editing it from the set up. And then add the activity section and then set the visibility component as when record type = 'some record type', then only this activitiy component should be visible.
Kindly mark it as the best answer if it helps.
Thank you.
Priya Ranjan
Thank you for response, but i am afraid I dont see a Task on left hand side to pull it at Case Record Page,can you suggest ?
Regards
Fiona
Hey,
You can Search for activity.
Beacuse Activity include task, event and calender.
For more detail refer this :- https://help.salesforce.com/s/articleView?id=sf.activities.htm&language=en_US&r=https%3A%2F%2Fwww.google.com%2F&type=5#:~:text=Activities%20include%20tasks%2C%20events%2C%20and,contacts%2C%20leads%2C%20and%20opportunities. (https://help.salesforce.com/s/articleView?id=sf.activities.htm&language=en_US&r=https%3A%2F%2Fwww.google.com%2F&type=5#:~:text=Activities%20include%20tasks%2C%20events%2C%20and,contacts%2C%20leads%2C%20and%20opportunities.)
Kindly mark it as the best answer if it helps.
Thanks You
Priya Ranjan