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Sonam Ramchand (VentureDive LLC) 님이 #Task Object에 질문했습니다

Task object has subject picklist. I want subject picklist field to have different values:

For instance, If I am creating task for accounts, subject picklist should have: - Call

- Send Email

- Send Quote

- Other

 If I am creating task for leads, subject picklist should have:

- Sales Call

- Vendor Sales Call

- FABTECH Sales Call

- Follow-up

- Other Call

- Send Email

- Send Literature

- Other

 

#Picklist Field  #Picklist Values  #Task Object

답변 1개
  1. 2021년 7월 12일 오전 10:33

    Hello,

     

    If you create Task Record Types and create Quick Actions for those record types you can restrict the Picklist values per record type. 

     

    Thanks Tom

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