Hello all!
On my record detail page layouts, I am using global actions in the Activity Component (Log A Call, New Task, Appointment). We have a new department being created and I need to create new picklist values. However when I log in as user, they see the same picklist values as the rest of the organization. On the user profile when I de-select the standard record type and only use my custom record type, the Log A Call and New Task disappears. Everything works great for all users. I just want to create new picklist for this new department. What steps or settings am I missing?
*This is not working in my sandbox. I am going to create this in my prod in the morning, but I expect it will not work either?*
1. I have created new record type on Task object and assigned to profile
2. I have created new picklist fields on Activity object
3. The new picklist fields only have the values for the new department
4. Created new Global Action for Log a Call & is attached to new Record Type
5. Publisher layout is only assigned to user profile
6. I have created new lightning page. It is only assigned to user profile
Hi @Aaron Smith ,
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
https://trailhead.salesforce.com/trailblazer-community/feed/0D54S00000A83rWSAR