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John Archer2 Unable to change default record type on follow up task
In our salesforce application on the accounts and contacts tabs under activity history we have a button "log a call"
When pressed it produces the following page.
You can see there are four record types defined each of which has it's own picklist values. Conferences is the default value
After the selection is made we get the page below
If we look at the record type ringed in the top right hand corner it is showing the correct record type
The problem is the scheduled follow up task underneath(ringed in the bottom right corner). This has gone back to the wrong record type (default conferences). This subsequently means the picklist values for the follow up task are wrong.
Is there anyway to get the record type for the follow up task the same as the original selection. I have tried unticking it under define default values of record types and it make no difference
Any help greatly appreciated as this one driving me mad for days
When pressed it produces the following page.
You can see there are four record types defined each of which has it's own picklist values. Conferences is the default value
After the selection is made we get the page below
If we look at the record type ringed in the top right hand corner it is showing the correct record type
The problem is the scheduled follow up task underneath(ringed in the bottom right corner). This has gone back to the wrong record type (default conferences). This subsequently means the picklist values for the follow up task are wrong.
Is there anyway to get the record type for the follow up task the same as the original selection. I have tried unticking it under define default values of record types and it make no difference
Any help greatly appreciated as this one driving me mad for days
This is the open issue, here is the link of the salesforce idea,
https://success.salesforce.com/ideaView?id=08730000000BraOAAS
vote for it.
when I searched I found this link,
https://help.salesforce.com/HTViewSolution?id=000231289
Its looks like it will not have a dynamic record type based on selection. It will display only the default record type for follow up tasks.
Hope this helps!
Thanks
Thanks for that, unfortunately second link doesn't work - is it maybe the solution ID which doesn't look long enough