In Classic, when you would select 'New Task' if you have multiple record types, it would pop up a screen allowing you to select the type, then load the correct page layout for the record type.
In Lightning, this button only seems to function on the Task object itself, but I need it to be on the contact page, like it used to be available.
I've tried adding it as a global action, but it doesn't open the set page layout for the task record I have set up, it only opens the compact publisher layout. Since it's a classic button I can't add it to the lightning action buttons shown below.
Any guidance would be appreciated.
3 réponses
Kam is right, in Lightning you have to specify the record type, so you would need 1 Action per record type. A custom button is not what is appropriate for what you are trying to do.
