Hi Team,
We have record types for Task and Events in our Org. In classic, we are using standard New Task/ New Event buttons but they are not appearing in LEX. When i add record type to corresponding Global actions, then it's appearing.
Is it correct to say that we need to create new actions corresponding to each New task/ New Event record type...? Also, will Object- Specific actions work if we need to show these options in Activity tab on Record pages, or Global actions needs to be created.?
Any inputs will be appreciated.!!
Thank you,
Roshi
I cannot add the Task tab to my Classic app tabs in Lightning - is there a trick or do I need to convert the app to be a Lightning app first?
Also, do you know if there is a way to add an event (having the option to choose the record type and include all the fields you see in Classic?
@Marie Niekamp