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TeraMcTeraMc 

Setting Activity Type

The Type field is causing problems for me on Activity/Tasks. This field is key for me as I need to write validation rules for Activities that are Calls vs. Email.

 

The standard functionality is that Type defaults to nothing wether you click "Log a Call" or "New Task". I have been able to update this, but now both default to "Call".

 

I have added the Type field to my Activity page layout, however even though it shows as being there in Setup, when I go to the actual page, the field does not show.

 

What I would like to happen is, when I click "Log a Call", the Type = Call. When New Task is clicked Type = Other.

werewolfwerewolf
Did you check the field level security on Activity to ensure that the Type field is actually visible to your profile?