We're ramping up for Lightning and I'm creating global actions specifically for creating a task. I know that default record type is "master" and that I would need to assign a record type assigned to a profile so that the user can see the global action in Lightning. I also now know you have to actually go to the page layout and add the global action to each object you want it to appear...that was a fun find.
My question - would I need to actually create the same global action per record type? For example, say I have Record Type A assigned to Profile 1 -- and -- I have Record Type B assigned to Profile 2. Would I need to two "Create Task" global actions - one each for both Record Type A and Record Type B? What if I had 4 record types; does that mean creating 4 of the same global action?
Alternatively, I know I can expose record types to profiles and long term probably consolidate the task layout so there's only 1. But I'm more interested in understanding proper way to expose global actions for users.
Thanks for any feedback. -Ken
8 réponses
The short answer... is yes. You'd need to create the same global action per record type.
I've got the same challenge... and it's forced me to re-think the way we've sset up record types on Task & Event.
There is an Idea to allow record type selection in Global Actions:
https://success.salesforce.com/ideaView?id=0873A000000lEDfQAM
I hope this helps!
