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Hi, 

I'm working on getting Tasks assigned to the correct Matter, however, when a user has to search for a Matter (when it's not shown in recent Matters), they cannot select the matter to assign it to the tasks. The only option is to open the Matter in another window. 

 

Is there a way to make that field selectable in the object? 

Thanks! 

 

#Salesforce Admin  #Tasks

2 Antworten
  1. 27. Juni 2024, 14:45

    That's where the issue occurs. Only the 5 most recent matters are showing up as selectable. Once a user types a name in to search and hits the magnifying glass to find it, they are not able to select the matter. It will only open the matter in another tab. Is there a way to select the matter from the search? 

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